Bridging The Gap

Dec 11 2024 193 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.

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Gary Knopf on Wellness, Work, and Redefining Success

Dec 11 2024 46 mins  
In this episode of Bridging the Gap, Matt Reiner sits down with Gary Knopf, an attorney at Continuum Legal Group, to explore the intersection of wellness, professional growth, and innovative practices in the legal field. Gary shares how Peter Attia’s book Outlive transformed his perspective on longevity, emphasizing the importance of enjoying life rather than simply extending it.

Navigating Client Connections and Emotional Decisions with Dr. Joshua Wilson

Dec 03 2024 49 mins  
In the latest episode of Bridging the Gap, Dr. Joshua Wilson joins Matt Reiner to explore how professionals can foster meaningful connections in today’s digital landscape. With clients increasingly informed thanks to online resources, Joshua stresses the need for both preparation and authenticity in every interaction. He highlights the power of "pre-suasive" efforts—strategic e

Aligning Your Vision for Business Success with Kristin Harad

Nov 20 2024 47 mins  
In the latest episode of Bridging the Gap, Matt Reiner welcomes Kristin Harad to discuss the transformative impact of branding and client experience in financial advisory. Kristin, who blends life coaching principles with financial planning, emphasizes the importance of developing a clear, repeatable process for client interactions. By standardizing client experiences across a team

Change and Mental Health for Business Success with Randall Ray

Nov 13 2024 39 mins  
In this episode of Bridging the Gap, host Matt Reiner sits down with business coach Randall Ray to discuss her inspiring journey from an aspiring divorce lawyer to a successful solo entrepreneur. Randall shares how her initial setbacks, including not passing the bar exam, became pivotal moments that fueled her drive to build her own business at just 25. Emphasizing the power of res

Jordan Hutchison on Tech and the Future of Wealth Management

Nov 06 2024 47 mins  
In this episode of Bridging the Gap, Matt Reiner speaks with Jordan Hutchison, VP of Technology and Operations at RFG Advisory, about the critical role of practical technology and behavioral finance in wealth management. Jordan highlights the importance of integrating user-friendly technology into day-to-day advisory operations, explaining how his team conducts ride-alongs with adv

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