FutureProof Advisor Podcast

Mar 06 2025 196 ep. 41 mins 4
FutureProof Advisor Podcast artwork

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

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Unlocking the Power of Curiosity in Conversations

Mar 06 2025 23 mins  
Effective communication is the key to building stronger, more meaningful relationships—both personally and professionally. In a world where information is readily available, the real differentiator lies in the quality of our conversations. Matt Reiner explores how shifting from fact-based questions to feeling-based inquiries can unlock deeper connections and foster trust.By movin

The Strategy Behind Building a Scalable and Resilient Firm

Feb 27 2025 34 mins  
Success in financial advising isn’t just about managing assets—it’s about anticipating the future, building the right team, and staying relentlessly client-focused. Matt Reiner sits down with Eric Sheerin from Dogwood Wealth to uncover how he grew a $250 million firm in just three years, with sights set on $1 billion. Their conversation dives into the mindset and strategies t

Turning Conflict Into Connection Through Better Conversations

Feb 19 2025 25 mins  
The way we communicate can either bridge divides or deepen them, especially in high-stakes conversations. Matt Reiner, host of FutureProof Advisor Podcast, unpacks the psychology behind why people struggle to engage openly, revealing how our evolutionary instincts and need for belonging often lead to closed-minded discussions. Instead of trying to persuade, shifting the focus towar

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