Bridging The Gap

Oct 30 2024 188 ep. 41 mins 8
Bridging The Gap Podcast artwork

Bridging the gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

  Business  Education
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Effective Visioning and Goals with Kristen Burke

Oct 30 2024 47 mins  
In this episode of *Bridging the Gap*, Matt Reiner sits down with Kristen Burke, a goal achievement coach who has dedicated over a decade to helping financial advisors excel through focused clarity and continuous progress. Kristen shares insights from her career coaching hundreds of advisors at a Fortune 200 firm, emphasizing the importance of structured goal-setting and creating s

The Intersection of Money, Psychology, and Happiness with Shaun Maslyk

Oct 23 2024 49 mins  
In this episode of *Bridging the Gap,* Matt talks with Shaun Maslyk about how our money behaviors are deeply connected to our psychology and overall well-being. They dive into the idea that financial planning isn’t just about managing money but about helping clients align their finances with what truly makes them happy in life. Shaun introduces the concept of "money stories"—th

Effective Technology Integration in Wealth Management with Doug Fritz

Oct 16 2024 45 mins  
In this episode of *Bridging the Gap*, host Matt Reiner welcomes Doug Fritz to discuss the challenges and opportunities wealth management firms face when integrating technology. They explore the growing complexity firms encounter as they scale, with technology requirements becoming increasingly demanding. Doug emphasizes that effective technology integration is crucial, but it shou

Building Mental Toughness and Purposeful Teams with Rod Ray

Oct 08 2024 39 mins  
In this episode of Bridging the Gap, Matt is joined by Rod Ray, a developmental coach with over 25 years of experience in college athletics. Rod shares his philosophy on adapting to change and living in the present, emphasizing the pressures that young people face in today’s rapidly evolving world, particularly in college sports. He discusses the importance of focusing on persona

Embracing Core Values for Success with Tony J. Selimi

Oct 02 2024 47 mins  
In this episode of Bridging the Gap, Matt Reiner welcomes Tony J. Selimi, an award-winning author and coach, to uncover the keys to personal and professional growth. Drawing from his vast knowledge, including over 30,000 books read, Tony emphasizes the importance of reassessing your core values regularly. He explains how aligning these values with your long-term goals—rather than

Emotional Intelligence in Finance with Mitch Anthony

Sep 25 2024 35 mins  
In this episode of Bridging the Gap, Matt Reiner and guest Mitch Anthony, a pioneer in financial life planning, explore how adopting a client-centered approach can transform the financial advisory experience. Mitch critiques the industry’s reliance on complex jargon, urging advisors to communicate clearly through analogies and metaphors. This shift makes financial concepts more a

Derrick Kinney on Emotional Connections and Client-Centric Success

Sep 17 2024 54 mins  
In this episode of Bridging the Gap, Matt and Derrick Kinney dive into the power of emotional connection in financial advising. Derrick, known as "America's Financial Educator" and author of the bestselling book Good Money Revolution, is dedicated to helping people build wealth while living a meaningful life. He opens up about his personal journey, sharing how his childhood experie

AI-Enhanced Financial Insights and the Future with Jason Early

Sep 10 2024 36 mins  
In this episode of Bridging the Gap, Matt Reiner is joined by Jason Early to explore how technology and data integration are reshaping the financial advisory landscape. Jason explains how AI-driven solutions are enhancing the efficiency of data management, from importing and analyzing financial statements to syncing seamlessly with accounting systems. By aligning financial data wit

Navigating Challenges and Trust Building in Leadership with Jon Dwoskin

Sep 03 2024 45 mins  
In this episode of Bridging the Gap, Matt sits down with business coach Jon Dwoskin to explore his journey from an aspiring entrepreneur to a successful business coach. Jon shares the pivotal moments that shaped his career, including managing a real estate office through the challenges of the 2008 market crash and transforming it into one of the top offices in the country. His exp

Imposter Syndrome, Mental Fitness, and Training your Brain with Glen Stevens

Aug 28 2024 49 mins  
In this episode of Bridging the Gap, Matt Reiner chats with Glen Stevens, a mental fitness and executive leadership coach, about the common challenges high-achievers face, such as black-and-white thinking and imposter syndrome. Glen emphasizes the importance of acknowledging and embracing emotions rather than ignoring them, as a way to move past negative thought patterns. He introd