Bridging The Gap

Building a firm doesn't always follow a straight line—and sometimes that's the advantage. In this episode of The FutureProof Advisor, I sit down with Garrett Cottle, co-founder of Momentum Wealth Management, to talk about how adaptability, personal authenticity, and strategic thinking can shape a successful practice. From a start in music to a pivot into banking and eventually into financial advising, Garrett's journey reflects what many advisors experience: figuring it out as you go, but doing so with intention. We explore how smaller firms can punch above their weight by staying nimble, leaning into their strengths, and making smart, client-focused decisions.Garrett shares how his team prioritizes relationship-building at every step—delivering personalized, memorable experiences that go far beyond performance reports or annual reviews. Whether it's a welcome gift or proactive milestone check-ins, these human touches create the kind of loyalty and word-of-mouth growth that marketing dollars can't buy. We also dig into how firms like his are using tech not just to “keep up,” but to lead—leveraging AI and customized CRMs to stay responsive, efficient, and scalable without adding complexity or headcount.What stood out most in our conversation is Garrett's mindset: stay curious, be intentional, and never stop evolving. He's not chasing scale for scale's sake—he's building a firm that reflects his values and serves clients in meaningful ways. As the industry changes, it's that kind of clarity and adaptability that will set advisors apart. It's not always about size or credentials—it's about purpose, discipline, and the willingness to think a little differently.

Regulations aren't the problem—they're the easy excuse. The real obstacle to innovation in wealth management often lies in our own mindset: a fear of failure, a bias toward what's worked before, and a comfort with the familiar. In this episode of The FutureProof Advisor, I dive into the tension between compliance and innovation—and why these two forces don't have to be at odds. Drawing lessons from industries like healthcare and banking, I explore how firms operating under even stricter regulations have still managed to deliver exceptional, forward-thinking client experiences.True innovation in our space doesn't mean ignoring risk or compromising fiduciary responsibility. It means challenging legacy processes and rethinking the entire client journey—from communication and onboarding to relationship management and reporting. Inspired by the principles that drive companies like Google, I share how even small firms can create space for structured experimentation, learn quickly, and use first-principles thinking to redesign client experiences without blowing up their operations or budget.The future belongs to firms that build a culture where new ideas are explored—not buried under the weight of “we've always done it this way.” That means assigning clear ownership to innovation efforts, carving out time and budget for learning (not just execution), and encouraging teams to rethink how value is delivered at every touchpoint. Change doesn't have to be radical—it just has to be intentional. And when done well, it creates real differentiation in a crowded and commoditized market.

Growth is the goal—but few talk about how uncomfortable it can actually be. In this episode of The FutureProof Advisor, I sit down with Rich Gill of Wealth Partners Capital Group to unpack what really happens as RIAs scale beyond the founder. We explore the evolution of the industry through Rich's unique lens—one shaped by experience across roles and market cycles—and dive into the mindset shifts required to move from a relationship-driven practice to a fully built-out firm.As Rich and I discuss, the path to sustainable growth isn't paved with just good intentions—it takes early investment in structure, leadership beyond the founder, and a clear focus on talent development. Too many firms hit a wall because they wait too long to professionalize operations or build out scalable support systems. And while technology plays a role, it's the firms that lean into emotional intelligence, purpose-driven client conversations, and high-trust relationships that are really separating themselves from the pack.Those leading the way are making proactive decisions—hiring ahead of the curve, putting systems in place before they feel urgent, and using tech to amplify the human touch, not replace it. They're not growing for growth's sake; they're designing firms that reflect their values and meet the evolving expectations of clients who want more than performance—they want partnership.

We're taught from a young age to aim for the right answer, follow the rules, and avoid mistakes. That mindset might've earned us gold stars in school—but in the real world of leadership, it often becomes a roadblock.In this episode of The FutureProof Advisor Podcast, I unpack how the systems we grew up in—especially our education system—trained us for certainty, structure, and passivity, when the modern world of financial advice demands something completely different. Our success today depends less on being right the first time and more on staying adaptable, thinking in nuance, and getting comfortable with the uncomfortable. For many advisors in leadership roles, it's not a lack of knowledge or skill that holds us back—it's the deeply rooted wiring that tells us to play it safe, to wait for clarity, or to avoid anything that might be perceived as failure.As firm leaders, our ability to scale and stay competitive will hinge on how well we can model and instill new ways of thinking—ways that reward curiosity over compliance, and experimentation over perfection. That means building cultures where people feel safe to challenge old norms, propose half-baked ideas, and learn in motion. It means shifting from binary mindsets to spectrum-based ones, where growth isn't measured in tidy milestones but in resilience, adaptability, and progress over time. By staying aware of how our habits were formed—and intentionally choosing which ones to evolve—we create the space for true leadership to emerge. Growth isn't about adding more complexity; it's about making room for the kind of thinking that helps us all move forward.

The advisory landscape is shifting fast—and staying relevant means rethinking how we create and deliver value. In this conversation, I sit down with Christian Hyldahl, founder of Varium Investment Partners, to explore the evolution of investment management and what it takes to stand out as an advisor today. Christian's perspective is grounded in decades of industry experience, but he's not stuck in the past. He sees a clear divide forming: those who innovate and differentiate through process and specialization—and those who get pulled into a race to the bottom.We unpack how technology, especially AI and data-driven insights, is reshaping portfolio management. But Christian makes a strong case that human judgment still matters—particularly when it comes to forward-looking investment decisions and assessing the intangibles. He shares how Varium blends the best of both worlds, using AI where it enhances efficiency while keeping humans at the core of research and decision-making. He also outlines a new kind of partnership model, where advisors can share in the firm's growth, not just use its services—a refreshing alternative to the traditional OCIO setup.For senior leaders and forward-thinking advisors, this episode of The FutureProof Advisor Podcast dives into the strategies and mindset shifts needed to build a truly differentiated, resilient business. From defining your firm's value beyond investment performance to exploring models that tie growth and ownership together, the conversation is a call to think more boldly about the future. If you're navigating change, investing in innovation, or simply re-evaluating how to lead with purpose, this episode offers a fresh lens—and a few ideas worth taking back to your team.

We tend to believe that more knowledge and more information will make our decisions easier and better. But what if that abundance of insight is actually holding us back?As leaders in this industry, we're often inundated with options, research, and opinions—yet that flood of input can lead to indecision, anxiety, and hesitation. In this episode of The FutureProof Advisor, I unpack how too much thinking and not enough doing can hinder our progress, both individually and within our firms. I explore the paradox where knowledge—while valuable—can become a roadblock when it outweighs experimentation.Drawing from behavioral research and personal experiences, I examine how limiting choices can unlock action, how micro-experiments drive clarity, and how maintaining a beginner's mindset—even as seasoned professionals—is essential to navigating fast-changing environments. I explore the difference between naïve optimism and strategic experimentation, and why getting things “right” matters less than having the courage to test, learn, and adjust.This episode is a call to shift our relationship with action. Instead of seeking perfect answers, we can embrace a culture where thoughtful trial, fast iteration, and small failures lead to smarter decisions and long-term growth.

The most successful firms aren't the ones that fear change—they're the ones that actively lead it. That's the mindset Todd Pisarczyk brings as we talk about how senior advisors and firm leaders can future-proof their practices in an age of rapid technological transformation. From experimenting with AI tools like ChatGPT to creating standout client experiences inspired by outside industries, Todd shares how curiosity and intentionality can drive real results.Rather than waiting for tech solutions to be handed down by vendors, Todd leads by example—testing tools, learning alongside his team, and embedding innovation into his firm's culture. He also challenges the conventional definition of client service, making a compelling case for crafting high-touch, memorable experiences that reflect care and excellence. And he connects it all to a deeper purpose: building a legacy firm that's not just operationally sound, but deeply human and built to last.For leaders looking to stay ahead, it's a conversation about mindset, action, and elevating every part of the advisory business.

We like to believe our success comes from skill and hard work—and when things don't go our way, it's easy to blame external forces. But the truth is, luck and timing often play a bigger role in outcomes than we care to admit. That tension between effort and randomness is something every advisor, especially in leadership, needs to wrestle with.When we let outcomes define us, we lose sight of what really matters: the integrity of our process. Hindsight bias can trick us into thinking a result was obvious in retrospect—just like Blockbuster passing on Netflix looks foolish now. But success and failure both deserve the same question: was the decision-making process sound? One way to protect against bias is to document decisions in real time—journaling what we knew, why we chose a path, and how we thought it might play out. That record becomes invaluable when evaluating outcomes later on.The most resilient advisors aren't the ones who only chase good results—they're the ones who consistently refine their process, learn from feedback, and recognize when luck played a hand. By embracing that mindset, we build adaptability into how we lead, grow, and serve our clients—no matter what tomorrow brings.Timestamps: [06:54] – Revisiting Blockbuster's Decisions and LegacyIt's easy to call Blockbuster's refusal to buy Netflix a mistake—but that's hindsight talking. At the time, the decision made sense given the market context and uncertainties. As leaders, we're often judged by outcomes, but real progress comes from evaluating the quality of our decisions based on the information we had—not just how things turned out. This is a reminder to prioritize process over results and resist the trap of outcome bias.[27:11] – Journaling: A Tool Against Overconfidence BiasJournaling decisions in real time may seem simple, but it's one of the most powerful tools we have to sharpen judgment. By capturing what we believed and why we acted before results come in, we create a clear view of our process—separate from the noise of hindsight or ego. It's a practice that helps leaders distinguish between replicable success and one-off luck.

Curiosity isn't just a trait—it's a strategic advantage in today's advisory world. In my latest conversation on The FutureProof Advisor, I sat down with Jerry Sneed of Procyon Partners to unpack how advisors can build deeper client relationships, stay ahead of change, and foster generational impact by rethinking how we learn, lead, and communicate. Jerry's unique journey from aspiring marine biologist to seasoned wealth advisor has given him a fresh lens on what really matters in this business: staying curious, being intentional, and helping clients uncover the “why” behind their wealth.One of the most powerful parts of our conversation was the idea of intentional learning. Jerry blocks off time each year to step away from the daily grind and focus on growth—reading books, listening to thought-provoking podcasts, and carving out space for reflection. It's something many of us overlook, but this kind of pause creates the clarity we need to evolve our thinking and deliver meaningful value. We also explored how values-based conversations—those that go beyond numbers—can help clients and their families articulate purpose and legacy. When we lead with questions like “What really matters to you?” instead of “How much do you want to save?”, we unlock more authentic, lasting relationships.We also talked about how market downturns aren't just moments to manage—they're moments to teach. Jerry views volatility as a rare opportunity to reinforce long-term thinking, guide clients through emotional responses, and educate the next generation on risk and resilience. It's a reminder that our greatest impact as advisors often comes when the markets are at their most uncertain. This episode is filled with insights on mindset, intentionality, and leading with purpose—exactly what we need to thrive in an evolving industry.

Curiosity isn't just a nice-to-have trait—it's a necessary fuel for leadership, growth, and long-term success. When approached with depth and intentionality, curiosity becomes the key to evolving our thinking, building sharper perspectives, and navigating complexity more effectively. In this episode, I break down the difference between general curiosity—the kind that gives us fleeting facts—and epistemic curiosity, the drive to truly understand. It's not about connecting random dots. It's about forming meaningful constellations that spark real insight and wisdom.When we lead with curiosity, we don't just gather knowledge—we satisfy core human needs. From creating a sense of psychological safety to forging stronger relationships and building confidence through mastery, curiosity shows up at every level of our growth journey. Drawing on Maslow's hierarchy, I explore how leaning into deep learning contributes to both personal fulfillment and professional momentum. It turns out, curiosity doesn't just help us grow—it actually makes us happier by triggering the parts of our brain tied to reward and motivation.But there's a catch: technology is making it too easy to shortcut the process. Tools like Google and AI are powerful—but if we're not careful, they nudge us toward convenience instead of clarity. In this solo episode, I challenge us as leaders to use technology as a launchpad for deeper thinking, not as a replacement for it. The path forward? Start questioning more, summarize insights in your own words, and make curiosity a daily practice. That's how we grow—not just smarter, but wiser.

Building a successful wealth management firm isn't just about numbers—it's about vision, resilience, and embracing change. Douglas Boneparth's journey from childhood dreams of becoming an architect or attorney to leading a thriving financial advisory firm highlights the importance of entrepreneurship, technology, and adaptability in today's fast-paced financial landscape. With early exposure to tech and entrepreneurial spirit from his family, Douglas emphasizes how these experiences shaped his approach to financial planning, integrating innovation into every step of his firm's evolution.Douglas shares the personal and professional challenges he faced when joining the family business, particularly stepping in during the turbulence of the 2008 financial crisis. His ability to pivot, build resilience, and adapt to an ever-changing environment has been key to his success. A central theme of his story is the role of technology—not just as a tool for efficiency, but as a way to elevate client experiences. His willingness to embrace cutting-edge tech solutions has helped him carve out a competitive edge, allowing him to innovate and deliver unparalleled service to clients.Looking ahead, Douglas's vision is focused on the "love plus money" space—helping couples navigate financial planning together to foster stronger, more transparent relationships. His goal is to reach $250 million in assets under management, and he believes this vision can be achieved by continuing to innovate, invest in technology, and build strong, collaborative teams. His insights underscore the value of curiosity, the importance of embracing new ideas, and the role of relationship-driven financial planning in creating lasting client loyalty.

Our minds often deceive us, shaping our perceptions in ways we don't realize. Cognitive biases influence decision-making, memory, and our ability to adapt. By understanding these mental traps, we can sharpen our thinking, make better decisions, and foster deeper connections with clients.One common bias is the Texas Sharpshooter Fallacy—the tendency to find patterns that fit our narratives, even when they don't exist. This can lead to flawed decision-making and misplaced confidence in trends that may be purely coincidental. Similarly, normalcy bias keeps us anchored to what feels familiar, making it harder to recognize and respond to change effectively. There's also the argument from authority, where we often accept expert opinions without questioning their validity. And finally, the misinformation effect distorts our memories over time, making them unreliable guides for decision-making.To counteract these biases, structured decision-making, real-time documentation, and intentional skepticism are key. Establishing clear processes helps us navigate uncertainty with confidence. Journaling or recording key observations preserves unaltered insights, reducing the risk of hindsight bias. And actively questioning authoritative claims ensures well-rounded, independent thinking. By recognizing these cognitive pitfalls, we can future-proof our decision-making and better serve our clients.

The future of financial advisory isn't just about keeping up—it's about staying ahead. Erin Voisin of EP Wealth Advisors shares how forward-thinking firms can create a culture that anticipates client needs, embraces innovation, and refines internal processes to drive long-term success. She highlights how strategic time management, leadership development, and a commitment to continuous improvement can help advisors future-proof their businesses in an evolving industry.One key strategy Erin discusses is the importance of setting aside time for self-reflection and strategic planning. At EP Wealth, they've implemented dedicated “decompression days” to allow team members to step back, assess their work, and prepare for the week ahead. This approach enhances productivity, reduces burnout, and ensures advisors are delivering the best possible client experience. Additionally, postmortem evaluations after major projects or implementations provide valuable insights, allowing teams to refine their processes and improve outcomes.Beyond operational strategies, Erin stresses the importance of leadership development in sustaining long-term growth. By investing in internal training programs, firms can cultivate strong leaders who align with the company's vision and drive success. As the financial advisory space continues to evolve, firms that prioritize innovation, adaptability, and a strong internal culture will be best positioned to thrive.

Great conversations don't start with answers—they start with the right questions. In this episode of The FutureProof Advisor, I explore how curiosity, not just knowledge, is the key to deeper connections in wealth management and beyond. With technology providing instant answers, we've lost the art of asking meaningful questions—ones that uncover emotions, intentions, and true understanding.Shifting from fact-based questions to ones that explore feelings can transform any conversation. Instead of stopping at surface-level inquiries, I break down how to ask better questions that spark engagement and build trust. It's not about what someone did—it's about how they feel and why it matters.I also dive into practical techniques to improve communication, like using silence to encourage thoughtful responses, asking for permission before digging deeper, and clarifying instead of assuming. By prioritizing connection over simple information exchange, we can build stronger, more authentic relationships in both business and life.

Most people hear, but few truly listen. Matt Halloran, author of 'Shut the F Up and Listen', joins The FutureProof Advisor to explore how deep listening transforms communication, leadership, and client relationships. Drawing from his background in therapy and financial services, Matt shares how a pivotal moment studying with George Kinder shifted his perspective on the power of silence and meaningful dialogue.Listening, he explains, is an act of love—one that builds trust, strengthens connections, and allows others to feel seen and valued. The key isn't just in hearing words but in embracing silence, using strategic pauses to create space for deeper conversations. Recognizing different communication styles—whether someone is a skydiver, hang glider, or scuba diver—can also help tailor your listening approach to foster more meaningful interactions.True listening isn't about waiting for your turn to speak—it's about setting aside ego, offering full attention, and making others feel genuinely understood. When we adapt our approach to meet others where they are, we create an environment where they feel comfortable, heard, and empowered to arrive at their own solutions. By mastering the art of listening, we can transform the way we lead, connect, and build relationships.

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 moving beyond surface-level exchanges, Reiner highlights how asking thoughtful, emotional questions encourages vulnerability and creates space for genuine dialogue. He shares practical methods like seeking permission before diving into deeper topics, which helps set the foundation for more open conversations. Additionally, active listening—such as repeating what you've heard—ensures alignment, minimizes misunderstandings, and strengthens relationships.These strategies empower advisors to not only build trust with clients and colleagues but also cultivate more profound connections in every aspect of life. When we prioritize curiosity and empathy, we unlock the power of communication to create lasting, impactful relationships.

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 that drive long-term success in an evolving industry.Eric highlights the power of strategic partnerships and role specialization, explaining how surrounding yourself with the right people—each playing to their strengths—creates a scalable, efficient business. He also stresses the importance of staying ahead of industry shifts, continuously adapting to client needs and market trends to remain competitive. Finally, he shares why clear goal-setting and accountability are the backbone of sustainable growth, allowing firms to execute with intention while staying flexible enough to adjust along the way.The key to future-proofing your advisory practice isn't just working harder—it's working smarter, with the right people, the right strategy, and a relentless focus on client experience.

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 toward exploration fosters more productive and less polarizing dialogue.By embracing empathy and viewing conversations through multiple perspectives, professionals can navigate difficult discussions with greater understanding. Matt illustrates this with a theoretical game that exposes how certain statements trigger automatic, emotionally charged reactions. Recognizing these responses allows for more thoughtful engagement and stronger connections. He also challenges the tendency to accept authoritative opinions at face value, advocating for deeper questioning to uncover the emotional context behind data and conclusions.Curiosity, empathy, and objectivity are the foundation for better communication in wealth management and beyond. By filtering judgments, actively listening, and staying open to different viewpoints, professionals can strengthen relationships, ease difficult conversations, and create more cohesive teams and client experiences.

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. This philosophy inspired his commitment to a personalized wellness routine, including early-morning workouts and incorporating small, sustainable steps like short walks to maintain physical and mental health.The conversation also delves into the inefficiencies of traditional legal billing practices, with Gary advocating for alternative models like fixed fees that improve client satisfaction and streamline financial management. He highlights the importance of exploring these innovative approaches to create a more transparent and collaborative client experience.Matt and Gary discuss the significance of relationship-based networking, emphasizing the value of building trust with referral partners and thoroughly understanding their services. This approach leads to more meaningful professional connections and enhances the ability to deliver impactful solutions to clients.Additionally, they draw parallels between the legal and wealth management professions, highlighting the shared need to deeply understand client needs and focus on offering practical, results-oriented solutions rather than simply transactional services. Gary also shares strategies for maintaining work-life balance, including setting boundaries with clients, prioritizing family time, and getting enough sleep to stay grounded amidst the demands of a challenging career.

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 emotional engagement before meetings—combined with classic techniques like building rapport and asking open-ended questions. By using online tools to better understand client needs and entering conversations with curiosity and openness, professionals can create a solid foundation for deeper connections.Joshua explains that emotional connections drive decision-making, with logic often serving as a secondary justification. To harness this, he advocates for storytelling that resonates emotionally and portrays the advisor as relatable and trustworthy. Drawing on his personal experiences, such as crafting a heartfelt graduation speech that attracted clients, he illustrates the importance of presenting oneself authentically. Professionals who master the art of emotional storytelling can strengthen their client relationships and build a persuasive narrative around their expertise and values.The episode also examines how perception influences outcomes and how balancing vulnerability with professionalism can enhance relationships. Joshua introduces the "procedure versus perception razor," encouraging professionals to adjust how they are perceived before overhauling their actions in response to feedback. He emphasizes self-reflection as a tool for uncovering unique personal qualities that can deepen connections. By leading with empathy, curiosity, and an awareness of one's distinctive traits, listeners are equipped to develop genuine relationships and build trust in an increasingly complex professional environment.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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, advisors can build trust, reinforce their brand, and ensure consistent delivery of value. This is particularly critical for solopreneurs and growing firms seeking to align business operations with a unified vision.Kristin identifies three key paths for advisors: those transitioning to independence from corporate entities, next-generation leaders preparing for succession, and established professionals focused on scaling strategically. For each group, she stresses the power of focusing on a high-value hyper-target—a specific, profitable audience that allows for tailored marketing and stronger client relationships. Kristin highlights the importance of creating compelling content for this niche, which demonstrates expertise and attracts qualified prospects.Additionally, the conversation explores how collaboration can drive growth. By partnering with others through podcasts, webinars, and joint efforts, advisors can expand their reach while leveraging the trust of their collaborators' networks. Kristin also underscores the importance of building a strong digital presence and engaging consistently with clients to foster loyalty and long-term success in a competitive, evolving industry.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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 resilience, she encourages professionals to view failures as opportunities for growth, and underscores the importance of mental health for building confidence and self-awareness in both personal and professional life. Randall also offers insights on creating a more inclusive, supportive work environment, particularly for women and minorities. She advocates for anonymous feedback channels where these groups can voice concerns safely, and she highlights the need for sensitivity training and role assessments to foster empathy and safety in the workplace. For those in leadership roles, she suggests using CRM tools and strategic visioning sessions to maintain a clear business focus while staying adaptable to change. For women entrepreneurs navigating male-dominated fields, Randall stresses the value of financial independence, supportive networks, and setting firm boundaries. She recommends resources like Two Weeks Notice by Amy Porterfield and Set Boundaries, Find Peace by Nedra Glover Tawwab, offering guidance on aligning business goals with personal values. With a clear vision and the right tools, Randall inspires listeners to harness their unique strengths and drive impactful growth within the industry.

In this episode of Bridging the Gap, Matt Reiner speaks with Jordan Hutchinson, 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 advisors to pinpoint real-world tech needs and drive practice development.The discussion then shifts to behavioral finance, exploring how data and AI advancements have made it essential for delivering personalized client experiences. Jordan emphasizes that building behavioral finance skills is like developing a muscle—it takes ongoing practice and self-awareness for advisors to truly understand and support client needs. He also addresses the need for advisors to maintain boundaries, focusing on their roles without venturing into areas best left to professional therapists.Concluding with a look at firm culture and adaptability, Jordan discusses RFG's hybrid communication model and the importance of a growth mindset within financial firms. He advocates for frameworks like EOS (Entrepreneurial Operating System) and OKRs (Objectives and Key Results) to enhance organizational efficiency. As the industry advances, he anticipates rapid innovation and a need for "legacy modernization," stressing the evolving advisor role in managing diverse client needs beyond traditional investment guidance.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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 spaces for team input to foster ownership and innovative ideas. Kristen discusses the benefits of having quarterly reflections and shorter, outcome-focused meetings that help advisors and teams stay aligned, ensuring steady progress toward ambitious, yet realistic, goals.Kristen's approach to work-life integration is shaped by her own journey, including her graduate work on the concept of balance for women in the workplace. Recognizing that a “perfect balance” can be unrealistic, Kristen encourages advisors to embrace flexible routines that honor both personal and professional priorities. For her, setting non-negotiable family times, such as taking Sundays off, creates a natural boundary that maintains her personal well-being amid a busy schedule. This approach not only allows advisors to recharge but also fosters stronger, more resilient connections with those closest to them.Throughout the conversation, Matt and Kristen discuss living intentionally and designing one's career around individual aspirations rather than external pressures. Kristen highlights that meaningful growth starts with self-reflection, often driven by thought-provoking questions that help uncover true desires. Through practices like meditation and gratitude journaling, Kristen has cultivated clarity in her goals, which she encourages advisors to incorporate as they refine their own visions. By integrating these practices, advisors can set a strong foundation for both personal and professional success, leading with purpose and living by design rather than default.Click here to view Kristin's Goal Setting Success Course. Please us the promo code PODCAST50 to get an exclusive offer of $50 off the course! More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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"—those unconscious narratives we develop early on that influence how we handle money today. Understanding these stories is key for financial advisors who want to help their clients make more thoughtful, meaningful financial decisions.The conversation touches on how financial advisors can step into the role of life guides, not just money managers. Matt and Shaun discuss the importance of helping clients see money as a tool, or the "wind in the sail," that allows them to live a fuller life rather than the destination itself. They explore key life transitions like having a child or losing a parent, which often prompt reflections on these money stories, and stress the value of psychological growth alongside financial growth during these times.Shaun also shares how he shifted from a traditional financial planner to someone who focuses on the psychological side of money. Techniques like motivational interviewing and tools like the "Money Egg" help clients uncover and reshape the deep-rooted beliefs that drive their financial behaviors. By guiding clients through these discoveries, advisors can build stronger relationships and help them create a more prosperous, purpose-driven life.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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 should align with core business functions. Rather than overcomplicating systems, firms should focus on integrations that enhance both operational efficiency and client engagement.The conversation also highlights the strategic use of CRM systems to boost client relationships. Doug explains that successful CRM implementation must go beyond simple communication to create personalized, meaningful interactions that improve client loyalty. He stresses that technology alone cannot solve all problems; firms must carefully plan integrations that add true value to the client experience while also managing the long-term costs and upkeep of these systems.Additionally, the episode delves into the importance of cybersecurity in wealth management. Doug advises firms to invest in external cybersecurity expertise, performing regular audits and penetration tests to safeguard client data. This proactive approach helps firms stay ahead of potential threats while maintaining the trust and security necessary for long-term success.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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 personal and team development and the ways modern coaching methods, such as heart rate monitoring, can enhance performance. Rod also opens up about the value of giving selflessly—offering the best of oneself without expecting anything in return—as a key principle for building stronger teams and relationships.Rod delves deep into the concept of mental toughness, viewing it as the ability to perform under stress and pressure, and he believes it's a skill anyone can develop. He talks about techniques, such as controlled breathing exercises and using a calm tone to manage stress. Ray also highlights how adversity builds resilience, using examples from top athletes to illustrate how challenges can be transformative. Through his recruiting experience, Rod emphasizes that determination and drive often matter more than natural talent, making adversity a valuable opportunity for growth in both sports and life.In reflecting on his personal journey, including a life-altering experience with a student's collapse on the court, Rod explains how struggles fuel success. He encourages listeners to take action on their ambitions and to avoid the "tax of unmet potential." The episode wraps up with a focus on the importance of building meaningful relationships and finding purpose, urging financial advisors and professionals alike to invest in these aspects to achieve both personal and professional growth.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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 letting external pressures dictate them—is essential for meaningful growth. Through his own transformative journey from war-torn Yugoslavia to becoming a global leader in personal development, Tony shares the significance of evolving your purpose as life changes.Central to his philosophy is the practice of self-exploration. Tony encourages individuals to engage in self-awareness, self-reflection, self-regulation, and self-repair to break old habits and build emotional resilience. This holistic approach helps overcome obstacles and accelerates both personal and professional progress. His methods provide listeners with actionable tools to reassess and reframe their behaviors in alignment with long-term success.By focusing on the continuous evolution of one's values and purpose, Tony demonstrates how personal growth is a lifelong journey. He underscores the necessity of continual learning, emotional resilience, and adapting to life's challenges as essential components of achieving lasting impact.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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 accessible, fostering deeper client engagement and understanding. Rather than pushing traditional goal-setting, Mitch encourages advisors to focus on life possibilities, which opens up more meaningful conversations and better aligns financial planning with clients' real aspirations.Mitch's journey from crisis intervention to financial services has shaped his belief in service-oriented, rather than sales-driven, financial planning. Drawing from the work of Viktor Frankl, Mitch emphasizes the importance of guiding clients toward a sense of purpose. He advocates for financial advisors to tap into their clients' life goals and emotional needs, integrating emotional intelligence into their practice. By doing so, advisors can cultivate long-term relationships that are grounded in trust and understanding.The conversation also tackles advisor compensation models, with Mitch challenging the popular “we only make money when you make money” approach. He stresses the need for transparency and fairness in how advisory services are billed. Advisors can enhance their impact by asking meaningful questions that connect with clients' deeper motivations, focusing on improving their clients' quality of life (return on life), and continuously developing their emotional intelligence to create lasting, trust-filled relationships.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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 experiences of frequent relocations shaped his approach to relationships. His high school campaign for student body president taught him the importance of making people feel valued, a lesson that carried into his career as a financial advisor. Derrick highlights how caring about what matters to clients was key to building trust and success in his practice.The conversation shifts to the importance of truly understanding clients' emotional needs, not just their financial situations. Derrick shares how advisors can uncover underlying concerns by paying attention to patterns in client interactions and crafting stories that resonate with their emotions. This deeper connection fosters loyalty and trust, moving beyond the numbers to create lasting relationships. He also touches on his commitment to education and how it ties into his mission of making a larger impact on society.To stand out in a crowded market, Matt and Derrick stress the value of specialization, advising financial professionals to become experts in niche areas. They outline practical strategies to strengthen client relationships, like regular check-ins and personalized advice. The episode closes with powerful takeaways: practice boldness daily, inspired by Bohemian Rhapsody; use structured checklists for stability; incorporate charitable actions into your business; and always engage clients by focusing on their feelings and concerns to build genuine, lasting trust.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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 with business goals, advisors can deliver more tailored, high-quality advice, which is becoming increasingly essential as business ownership transitions, particularly among baby boomers, continue to rise.The discussion also delves into the challenges of building robust platforms in a regulated industry and the importance of assembling a team that reflects the company's core values. Jason emphasizes the need for adaptable, insightful tools that can assist advisors with valuation, succession planning, and more. By staying ahead of technological trends and proactively engaging with business owners, advisors can position themselves as indispensable partners in their clients' financial journeys.Throughout the episode, both Matt and Jason highlight the significance of adopting a growth mindset—embracing the idea of having a "get to" job rather than a "got to" one. This shift in perspective fosters motivation and continuous improvement, key factors in driving long-term success for both advisors and their clients.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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 experiences underscore the importance of facing obstacles head-on and learning from them, which has informed his approach to coaching, emphasizing self-awareness, vulnerability, and effective communication in leadership roles.Jon delves into key skills crucial for entrepreneurs and leaders, such as time management and intuition. He offers practical strategies to enhance productivity, including breaking tasks into 15-minute increments and color-coding them for better visualization. He also touches on the importance of prioritization, advising leaders on how to say no to opportunities that don't align with their goals. Jon advocates for continuous learning and self-improvement, suggesting practices like meditation and journaling to strengthen intuition and enhance decision-making.Listeners will gain valuable insights on how to improve their business acumen. Jon highlights the power of a consistent calendar system, where tasks are meticulously organized to boost efficiency. He also encourages adopting small, daily habits that can lead to significant personal growth, such as dedicating a few minutes each day to a new task until it becomes second nature. Lastly, Jon emphasizes the importance of embracing vulnerability in leadership, encouraging a balance between being emotionally connected with your team and maintaining a composed, confident demeanor that prioritizes their needs.

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 introduces the concept of 'saboteurs,' particularly the 'judge' saboteur, which can cloud self-awareness and mental clarity. Glen shares a simple yet powerful technique: practicing a sensory focus exercise for just ten seconds to shift your mindset from negative to positive thinking.Self-awareness is the cornerstone of mental fitness, just like a muscle that needs regular exercise. He highlights how recognizing and addressing self-sabotage behaviors can build resilience and mental strength, ultimately enhancing performance and well-being, especially for entrepreneurs and executives. Glen urges listeners to assess their self-awareness using a free saboteur assessment, which can help identify and combat these self-sabotaging behaviors. This assessment is a practical tool for those looking to improve their mental fitness and gain a deeper understanding of their own thought patterns.Glen and Matt turn their attention to leadership, discussing how leaders can foster trust and supportive environments by openly addressing mental health and demonstrating vulnerability. By integrating insights from neuroscience, cognitive behavioral psychology, and positive psychology, Glen offers a roadmap for rewiring the brain to achieve better mental fitness and leadership success.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, I have the honor of talking with Jud Mackrill about the dynamic landscape of the wealth tech industry and the importance of understanding the industry. Jud highlights the necessity for advisors to evolve continuously, addressing the challenges associated with implementing changes in organizations, particularly concerning scale and budget constraints. We explore how modern advisors need to personalize their approaches and stay committed to guiding their clients, while creatively utilizing available tools and technology to offer clients not just financial well-being but also a deeper level of meaning and purpose in their lives. Jud talks deeply on practicing listening and empathy, emphasizing that these skills can lead to more meaningful work and relationships.We dive into the challenges faced by new technology companies entering the wealth management space, especially in terms of user acquisition and identifying key client problems worth solving. We highlight the importance of understanding immediate profitability, emphasizing the role of asset managers in determining the longevity of wealth tech companies. Jud discusses the potential conflicts between custodians and technology companies concerning a seamless client experience and underscores the need for advisors to either assemble their client experiences uniquely or rely on technology companies for superior services. One actionable takeaway here involves advisors enhancing their business by creatively assembling client experiences that prioritize ease and satisfaction.The conversation also looks at the intersection of AI and wealth management, noting the challenges related to data access and cleanliness, which are crucial for leveraging AI effectively. Jud explains how they help clients establish data pipelines to gain control and transparency, which can transform businesses. We both agree on the necessity of meaningful and deep conversations with clients, incorporating psychology and therapy tactics to understand their values and life desires better. Another actionable takeaway from their discussion is for financial advisors to integrate AI tools thoughtfully to complement, rather than replace, their advisory roles. More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, I have an enlightening conversation with Danny Kofke to open up about strategies that advisors can use to support their teams and enhance their firms. Danny draws on his own experience of managing a household on a teacher's salary, demonstrating how aligning financial decisions with core values and long-term goals can foster a sense of satisfaction and stability. He talks the importance of maintaining a balance between disciplined saving and allowing small rewards, much like a "cheat day" in dieting, to keep motivation high without straying from financial objectives.Danny shares how he and his wife managed to live below their means by making strategic sacrifices, such as sharing a single car and planning for periods with reduced income, which ultimately enabled them to achieve significant life goals. These practices highlight the importance of resisting societal pressures and focusing on what truly matters—values that advisors can impart to their clients and teams alike.The episode also underscores the critical role of financial literacy in both personal and professional contexts. Danny emphasizes the need for advisors to advocate for financial education in the workplace, noting that financial challenges are often rooted in behavior and can be addressed through careful planning and discipline. By promoting a culture of financial wellness within their teams, advisors can help create a more informed, resilient workforce capable of making sound financial decisions that align with their values and goals.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner is joined by Reiner Lomb about the importance of purpose, leadership development, and fostering a culture of innovation within organizations. Lomb shares his personal journey, from his early aspirations of becoming a chef to his successful career at HP, where he initially felt aligned with the company's values and purpose. He also discusses the challenges faced when new management shifted focus from organic growth and innovation to mergers and acquisitions, leading to a decline in employee engagement and overall success.Lomb highlights the important role of emotions in driving collaboration, innovation, and positive change within companies. He talks about the seven essential emotions for effective leadership: empathy, compassion, interest, caring, serving, understanding, and inspiration. These emotions, when combined with vision and mobilization, lead to meaningful engagement and progress. Reiner also explores the concept of intrapreneurship, the belief in creating positive change from within an organization, and stresses the importance of psychological skills, influencing behavior, and emotional state in driving change.Reiner Lomb offers actionable advice for individuals seeking to create change and foster innovation within their organizations. He encourages listeners to believe in their ability to make a difference and provides insights on how to influence behavior through emotional shifts. Key takeaways include identifying employees' strengths and passions to foster engagement and innovation, cultivating essential leadership emotions to build trust and drive collaboration, and encouraging intrapreneurship by empowering employees with the necessary psychological skills and emotional support. More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner sits down with Rick Burgess to explore the in's and outs of data models and workflows within the financial industry. Rick, who has been a partner with a company for nearly a decade, underscores the significance of a centralized data model and the challenges smaller firms face in accessing tools that larger companies utilize. He emphasizes the importance of a data warehouse approach and discusses the deceptive appearance of integration where multiple tech stacks are used without true integration. The conversation dives into streamlining account opening processes and the challenges related to data ownership and integration, stressing the need for firms to evolve their tech stacks as they expand.Rick highlights the importance of knowing and effectively managing client data, not just for regulatory purposes, but for deepening client relationships and improving service retention. He brings attention to the pitfalls of fragmented data and the necessity for transparency and data-driven negotiations with vendors. Both Matt and Rick agree that a cohesive technology solution, particularly in wealth management, is crucial. They stress the value of partnering with firms that have invested in technology development and accumulated valuable learnings over time, which can provide robust and scalable solutions as the business grows. One key takeaway is the need for a centralized data model to ensure all client data is accessible and integrated across various platforms, enhancing scalability and efficiency.Towards the end of the episode, Rick recounts how he and a partner created a platform to simplify paperwork and workflows for financial advisors, leading to significant success. He emphasizes the behind-the-scenes challenges in business operations, especially regarding staff turnover and its impact on back-office functions. He encourages listeners to engage experts, involve others in decision-making, and to remain discerning while doing so. This highlights the importance of continuously evolving the tech stack to align with the changing needs and growth of the firm, and seeking out partnerships with technology experts who have a proven track record, thereby ensuring the firm benefits from their accumulated knowledge and avoids unnecessary pitfalls.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner connects with recruitment expert Claire Vitale, focusing on strategies to optimize the recruitment process and attract top-tier talent. Claire emphasizes the importance of showcasing your company culture through social media, highlighting team activities and client successes to create a friendly and engaging online presence. She also stresses the necessity of having a strong, user-friendly company website with a clear careers button and maintaining an active LinkedIn page to draw in potential candidates. Personalizing the recruitment process with short videos or personalized messages can significantly enhance the candidate experience, while fostering a trustful environment that allows for employee autonomy and flexibility.The discussion also dives into the evolving work arrangements in the era of remote work. Claire points out that offering hybrid or flexible work options can attract a wider candidate pool, reflecting the growing trend of candidates seeking a balance between office interaction and flexibility. This approach helps companies remain competitive in today's job market. Additionally, they address the challenges in compensation expectations, particularly the impact of inflation on both employers and candidates. Offering competitive salaries, especially for highly credentialed professionals like CFPs, is crucial for attracting and retaining skilled employees.To effectively attract top talent, actively update your social media and LinkedIn pages with insights into your company culture and achievements, making your company more appealing to potential candidates. Use personalized videos or messages in the recruitment process to stand out and make candidates feel valued from the start. Finally, implement hybrid or flexible work options to appeal to a broader range of candidates, aligning with the current preference for a balance between office and remote work environments.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner welcomes brand evangelist Diana Cabrices to explore the intersection of fintech and branding in the financial industry. Diana recounts her journey from teaching English in Europe to becoming a fintech marketing expert, emphasizing the importance of emotionally accessible marketing. She explains that a brand extends beyond logos and websites, encompassing every client interaction, whether online or in-person, to foster deeper connections.Diana addresses the challenges fintech companies face in engaging advisors, highlighting the competitive and budget-constrained landscape of the wealth tech industry. She advises fintech firms to establish themselves as reputable sources by creating their own media and delivering educational, powerful content. Additionally, she stresses the importance of learning from successful advisors and their technology strategies, ensuring a well-mapped customer journey for effective tech integration.As the episode concludes, Matt and Diana discuss the future of wealth tech, touching on data ownership and the integration of various tech solutions. Diana offers practical advice for advisors: identify problems within current processes before seeking tech solutions, focus on creating an exceptional client experience at every touchpoint, and collaborate with tech vendors for intentional and effective data integration. These insights provide actionable steps for advisors to elevate their practices through strategic technology use and personal branding.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner welcomes Dr. Marcia Reynolds, a figure in emotional intelligence and coaching. Marcia shares her journey from a challenging adolescence to becoming an authoritative voice on emotional intelligence and leadership. She emphasizes the critical role emotions play in decision-making and explains how our brain's primary function of protection often leads to quick, potentially faulty judgments. This perspective is great for leaders seeking to foster better decision-making within their teams.A key takeaway from Marcia's insights is the importance of employing a coaching approach when dealing with individuals making decisions based on fear. Rather than offering logical advice, reflecting their thoughts and asking insightful questions can lead to deeper understanding and more meaningful actions. She cites a study from Spain, which demonstrated that individuals gain more insights and possibilities when guided by a coach trained in reflections, as opposed to merely being told what to do. This method activates more brain activity, underscoring the effectiveness of coaching over directive advice.Marcia stresses the need for organizational leaders to evolve proactively. Successful transformational change hinges on embracing a coaching culture, connecting deeply with employees, and making necessary shifts before crises occur. This involves leaders transitioning from focusing solely on personal achievements to prioritizing the development of other leaders within the organization. Incorporating emotional intelligence into leadership practices and understanding the biochemistry of motivation—feeling safe, supported, and valued—can significantly improve team dynamics and organizational outcomes. More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner engages with Jo Wright, a distinguished coach and author, to explore the transformative power of creating space and learning to say no. Jo shares her insights on how these practices can lead to significant growth by investing in people and fostering a coaching culture. She stresses the importance of leaders evolving from task-oriented roles to relationship-focused figures by asking open-ended questions, building trust, and empowering their teams to take ownership of solutions. This shift, she argues, is crucial for creating a thriving workplace environment.Jo Wright recommends two pivotal books for understanding and implementing coaching principles: "The Coaching Habit" by Michael Bungay Stanier and "Life in Half a Second" by Matthew Michael Wicks. These books offer practical wisdom on coaching and personal growth. Jo also shares her journey from university to a career in coaching, emphasizing the value of focusing on people, building strong relationships, and maintaining a sense of curiosity. She addresses common misconceptions about coaching, such as its perceived expense, elitism, and the notion that it is not a manager's job, advocating for coaching to be accessible to all organizational levels.Key takeaways from the conversation include the need for leaders to invest in themselves and their teams by creating space for coaching and prioritizing essential tasks. Adopting a coaching mindset is essential, which involves asking open-ended questions and fostering an environment where employees feel safe and motivated to take ownership. Lastly, building trust through intentionality and authentic leadership is crucial, as it encourages honest feedback and supports a culture where individuals feel valued and driven to excel.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner sits down with Paul Armson, a financial advisor who has transitioned his approach to focus on lifestyle financial planning. Initially drawn to the industry by the potential income from selling financial products, Paul had a major wake-up call after his mother's sudden death. This event prompted him to reevaluate his career priorities and redirect his strategy towards helping clients live their lives to the fullest in the present, rather than deferring enjoyment to the future. Paul now emphasizes the importance of understanding clients' current lifestyle and their deeper, more meaningful life goals.Paul advocates to move away from the traditional, product-centric approach typical in the financial services industry. He underscores the importance of advisors focusing on understanding the client's needs and guiding them towards a richer, more fulfilling life. Paul introduces the concept of lifestyle financial planning, which aims to help clients figure out "how much is enough" to live their desired life. By understanding and connecting with clients on a more personal level, advisors can provide a service that goes beyond simple financial advice, fostering trust and a more profound impact on the client's life.Matt and Paul discuss various tools and methodologies that can aid advisors in this client-centric approach, including surveys to gauge clients' financial confidence and specific tools Paul has developed to track clients' progress. They also touch on the challenges that come with changing clients' expectations from traditional financial conversations to more holistic life planning discussions. Paul encourages advisors to recognize the influence of the financial industry on their thinking and to prioritize the overall client experience over the narrow focus on financial products. This episode underscores the importance of advisors being life planners first, truly understanding their clients' stories, and helping them achieve their desired lifestyles.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner and leadership coach Michael Bungay Stanier dive into the importance of curiosity and psychological safety within financial advising. Michael emphasizes the need for advisors to stay curious by asking open-ended questions like "And what else?" to better understand their clients' needs. This approach helps foster stronger client relationships and encourages deeper, more meaningful conversations. Michael also discusses the critical role of psychological safety in creating an environment where advisors feel secure to express ideas and take risks. By effectively managing tribe expectations, rank, and autonomy, firms can cultivate a culture of creativity and innovation. This safety is essential for driving positive change and enhancing client interactions within the financial industry. The episode highlights practical tools for simplifying decision-making, such as using pre-written messages for saying no, which can significantly reduce cognitive load. Michael illustrates how these strategies not only improve individual decision-making but also support broader organizational behavior changes. By focusing on both emotional and structural aspects, advisors can implement lasting change and continuously evolve to stay relevant in their field.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner welcomes Paul McManus to explore the challenges and opportunities for aspiring authors in the financial advising industry. Paul emphasizes the importance of overcoming imposter syndrome and building a strong foundation before marketing a book. He highlights that writing a book should be seen as a powerful tool for establishing authority and accelerating sales, rather than just generating royalties. Both Paul and Matt stress the need to deeply understand your audience, including their fears and desires, to create content and marketing strategies that resonate.Paul shares the long-term benefits of a well-crafted book, such as establishing credibility and generating client referrals. He recounts a success story of a client whose book significantly boosted his commissions and led to speaking engagements. Matt relates to these experiences, discussing his own battles with imposter syndrome and the complexities of creating engaging content. The episode provides practical strategies for effective storytelling, targeted market research, and prioritizing authority in marketing efforts.Key takeaways include the importance of conducting market research to understand the target audience, using a book as a sales tool to establish authority and filter prospects, and focusing on marketing oneself as an authority to enhance client attraction and business growth.Paul and Matt leave listeners with a clear message: writing a book is a strategic tool for financial advisors to establish authority, attract clients, and grow their businesses. They stress the importance of understanding the audience, leveraging the book for marketing, and focusing on building credibility through thoughtful content and engagement. Their insights and personal experiences provide valuable guidance for advisors looking to overcome challenges and harness the power of authorship in their professional journey.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner and Robert Sofia cover an interesting side of our industry of innovative marketing strategies and technological advancements. They emphasize the importance of measuring marketing effectiveness using metrics like CAC (Customer Acquisition Cost), LTV (Lifetime Value), MQLs (Marketing Qualified Leads), and SQLs (Sales Qualified Leads). They highlight tools such as Snappy Kraken for comprehensive campaign tracking to ensure compliance and avoid fragmented efforts.The discussion jumps into how different content types build trust and foster client relationships, ranking in-person interactions highest, followed by voice, video, and text. Advisors are encouraged to incorporate video into their strategies to build trust and connect better with clients, with practice and coaching to overcome initial discomfort. Robert advises advisors to target specific audiences to enhance lead quality and strengthen marketing magnets, as this focused approach can significantly improve marketing efforts.The episode concludes with insights on how technology, private equity, and evolving client expectations are driving changes in the industry, necessitating advisors to adapt and innovate. By understanding the ROI of marketing activities and making data-informed decisions, advisors can boost their marketing efficacy and drive business growth. This episode is filled with interesting facts on how to better incorporate marketing strategies to enhance your firm! More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner and Charles Green dive into the balance between human connection and metric-based management in professional service industries. Charles Green emphasizes the need for intimate, personal connections when building trust with clients, critiquing modern business practices that overly rely on quantitative metrics. Throughout their conversation, they explore how trustworthiness can be learned, the importance of taking risks in trust development, and how different temperaments affect organizational dynamics. Charles recounts his journey from aspiring baseball player to trust expert, offering insights from his diverse career experiences in consulting and his background in philosophy. They also touch on the need for younger professionals to develop soft skills like vulnerability and curiosity to enhance their trust quotient over time. This conversation opens up to helping us understand active listening, vulnerability and risk taking, and personal connections over metrics. Active listening ensures that clients and colleagues feel heard by asking meaningful questions about their personal and professional goals. Questions like 'What does money mean to you?' can help in forming deeper, trust-based connections. Vulnerability and risk-taking is explained by fostering an environment of trust by leading with vulnerability. Share your own experiences and feelings openly to make others feel safe to do the same, thus encouraging open and honest conversations. Personal connections over metrics is understanding that while quantitative metrics are important, they should not overshadow the need for emotional connection and trust in business relationships. Authentic, human interactions are crucial for building and maintaining trust over time. They wrap up by discussing practical measures to rebuild trust within organizations, particularly emphasizing the need for genuine actions and emotional safety over mere procedural compliance or metrics. Charles helps to understand that listening to our clients comes first and this conversation helps us to understand the 'why' behind that.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap, Matt Reiner and Steven Van Cohen delve into the importance of creating a psychologically safe and inclusive workplace. They explore the many elements that are crucial to fostering a supportive work environment, such as addressing feelings of loneliness among team members and emphasizing the need for genuine connections. Steven opens up about how loneliness at work manifests and how leaders can identify and address it through regular check-ins and clear communication. They stress the necessity of permitting young professionals to 'fail safely,' a concept that encourages learning through mistakes within a supportive framework.This discussion ties into the broader theme of psychological safety that Google has identified as essential for team success through its own meta-analysis. Steven's passion for the topic is evident, as he draws from his experiences and references books to underline the power of influence without being overly prescriptive. He emphasizes the need for intentional time investment in building connections, akin to allocating time for exercise or meals, as a means to combat disconnection and loneliness driven by busy work schedules.This episode opens up about how leaders should invest in weekly informal one-on-one check-ins with their team members to significantly increase engagement and retention, creating opportunities for young professionals to fail safely can foster a culture of learning and growth, helping them develop resilience and problem-solving skills, and building genuine connections through activities like team check-ins, validating questions, and clear communication can alleviate loneliness and enhance team cohesion and productivity. The episode concludes with actionable advice on how leaders can maintain engagement and foster a sense of belonging within their teams, enhancing productivity and employee well-being in the process. Tune into this episode with Steven Van Cohen to learn more about how to elevate your team and encourage team engagement. More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this captivating episode of Bridging the Gap, Matt Reiner delves into the conversation of CRM (Customer Relationship Management) tools with Kate Guillen, an operations and technology expert in the financial advisory sector. Kate's journey from aspiring whale trainer to tech-savvy specialist forms the backdrop as she shares her insights on revolutionizing CRM usage through her venture, Simplicity Ops. Together, they uncover the strategic approach to CRM adoption, emphasizing the foundational role of organized data and the progression towards sophisticated automations.As Kate and Matt navigate the complexities of CRM implementation, they address real-world challenges faced by financial advisors, from team adoption hurdles to data consistency issues amid organizational growth. Kate's advice shines through as she advocates for regular audits, the creation of a data style guide, and the appointment of a CRM champion to drive consistent usage. Through their discussion, it becomes clear that a well-maintained CRM not only streamlines contact management but also elevates client service models and bolsters operational scalability.This conversation highlights important topics within our industry including the phased CRM strategy, the importance of auditing data, and the standardization of client interaction processes. By embracing these actionable insights, financial advisory firms can transform their operational efficiency and enhance client servicing capabilities, paving the way for sustainable growth and success in the industry.

In this episode of Bridging the Gap, Jeff Schwantz and Matt Reiner dive into the pressing issue of the costs associated with inaction in technology investment within firms. They explore the significant pressure firms face from private equity demands for growth and scalability, underlining the crucial need to comprehend the tangible benefits of technology investments. The discussion delves into the struggles firms encounter with technology integration and operational efficiency, emphasizing the necessity of a unified perspective from advisors, support teams, and leadership to effectively navigate these challenges.As the conversation progresses, Jeff and Matt highlight the evolving landscape of technology in the financial advisory industry, noting the shift towards all-in-one solutions from multiple integrated tools. They address the risks of stagnation and regression in innovation due to fear of incorrect technology choices and resource limitations among firms. Jeff stresses the importance of timely technological adoption to boost productivity, especially in optimizing client interactions and leveraging data efficiently for streamlined processes like client meeting preparations.Key takeaways from the episode emphasize the critical need for firms to recognize the significant risk and potential cost of inaction in technology investment, prioritize comprehensive understanding and alignment within all levels of the organization for successful technology integration, and view technological solutions as a requisite progression rather than optional, with a focus on enhancing efficiency and client service rather than merely adding new tools.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this enlightening episode of Bridging the Gap, Matt Reiner hosts Ryan Jenkins where they delve into the intricate interplay between technology and generational dynamics, shedding light on how advancements are reshaping boundaries while also fostering subgroup distinctions within generations. Seamlessly transitioning into a poignant exploration of loneliness, they unveil its pervasive impact on mental health, transcending generational divides to affect individuals universally. As they dissect the biological signals driving humans to seek connection, they underscore loneliness's profound influence on both mental and physical well-being. Throughout the discussion, Ryan and Matt illuminate the pivotal role of businesses in combating loneliness, particularly within the workplace, where a staggering 72% of the workforce is affected. They offer actionable strategies for fostering connection and nurturing inclusivity, advocating for prioritizing meaningful interactions and ensuring clear roles and directives for every team member. Urging proactive measures to address mental health concerns, Ryan underscores the necessity of creating supportive environments that prioritize employee well-being. They provide practical steps for individuals and leaders to combat loneliness, such as sharing personal stories or organizing team-building activities, to foster deeper connections and engagement. In alignment with their insights, they highlight actionable takeaways such as cultivate intentional connections, creating clear roles and directives, and address and normalize discussions on loneliness. As the conversation draws to a close, Ryan and Matt stress the paramount importance of social connection, labeling it as fundamental to human health and wellness. This episode is not one to miss! More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of Bridging the Gap with your host, Matt Reiner invites you to explore the transformative power of strategic branding alongside our guest, Roger Martin. Together, they embark on a journey through the intricate world of entrepreneurship, offering invaluable guidance tailored to empower financial advisors on their path to success.Throughout the conversation, Roger and Matt highlight the importance of crafting a brand identity deeply rooted in authenticity and aligned with core values. By tapping into Roger's expertise, listeners gain actionable strategies for harnessing the power of storytelling to forge meaningful connections with clients.As the episode unfolds, listeners are treated to three key takeaways to propel their branding efforts forward. First and foremost, the importance of rigorous testing and validation before committing resources to branding initiatives is emphasized, highlighting the need for a clear and trustworthy brand identity. Secondly, the significance of early investment in skilled professionals who embody the ethos of your brand is underscored, ensuring seamless storytelling that resonates with your audience. Lastly, adopting a communication approach rooted in empathy emerges as a cornerstone for building trust and forging lasting connections with clients. We explored the transformative power of strategic branding with expert insights from Roger Martin, empowering financial advisors to craft authentic and impactful brand identities. Join us next time as we continue our journey toward advisor success through actionable strategies and inspiring conversations. Tune in for more valuable insights and guidance!More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn