FutureProof Advisor Podcast

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, Simplicit...

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...

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...

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...

In this episode of 'Bridging the Gap,' Lindsey Lewis and Matt Reiner delve into the intricacies of the financial advising landscape, shedding light on the challenges and prospects that define the industry's current state. Lindsey shines a light on the industry's struggle with new advisors dropping out and the imminent wave of retirements. She stresses the need for diversity, especially with women...

In this episode of Bridging the Gap with Matt Reiner and Sarah Woodward, an expert in workflow automation and AI, provides valuable insights into the incremental approach to automation and its transformative impact on businesses. Through discussions on fostering innovation within large corporations like Home Depot and Coca-Cola, we uncover the keys to driving continuous improvement and embracing a...

In the latest episode of the 'Bridging the Gap' featuring Mary Schmid, trainer for financial services professionals to translate brain science to powerfully lead meaningful conversations that build trust and long lasting partnerships. Matt and Mary delve into the neuroscience of leadership and effective communication strategies. They highlight the importance of establishing an emotional connection...

In the latest episode of Bridging the Gap Matt Reiner and guest Elle Petrillo dive deep into the realm of personal branding within our industry. Elle emphasizes the significance of crafting a well-defined personal brand, emphasizing that it extends beyond aesthetics to encompass the formalization, digitization, and monetization of one's reputation. Throughout their conversation, they stress that e...

In the latest episode of Bridging the Gap, Corey Westphal founder and CEO of Mobile Assistant joins Matt Reiner to delve into the transformative impact of technology innovations in the fintech space. They explore topics like open APIs, AI in speech-to-text services, and the importance of accurate data capture. Corey emphasizes the need for advisors to adapt to new technologies and advocates for in...

In the latest episode of 'Bridging the Gap,' host Matt Reiner talks with Johnny Sandquist to explore cutting-edge marketing strategies within the wealth management industry. Throughout the episode, the discussion covers incredible topics that are influencing the industry today. Johnny highlights the untapped potential of influencer marketing within the investment community, offering advisors an op...

In the latest episode of Bridging the Gap, your host, Matt Reiner, engages in a thought-provoking conversation with Brent Neiser, the CEO of 'What's Next with Money.' Beyond the confines of traditional financial planning methods, this episode explores the dynamic future of the industry, delving into Brent's personal journey and evolution within the financial planning landscape. The dialogue emphas...

In the latest episode of Bridging the Gap, Matt Reiner welcomes guest John Prendergast, CEO of Blueleaf, podcast host, and CEO of talking about media & tech in wealth management. Jump into a compelling discussion on the importance of authenticity in professional communication. Both Matt and John agree that advisors should utilize their strengths, be it writing, audio, or video, to foster genui...

In this episode of Bridging the Gap, Matt is joined by Stephen Oliver to delve into his wealth of experience in the world of marketing within the financial industry. Stephen emphasizes the importance of personal branding, seizing opportunities, and staying visible in a fast-moving world where AI and robo-advisors are on the rise. Throughout their conversation, they explore the concept of 'marketin...

In the latest episode of Bridging the Gap, Matt Reiner is joined by guest Kirk Drake, an entrepreneur with significant experience in the banking sector, particularly with credit unions. Matt and Kirk jump right in and start the conversation about AI's impact on the financial industry and shares insights into the journey of integrating innovative technologies into traditional financial institutions...

In this episode of Bridging the Gap - Matt welcomes Tom Rieman, the CEO and founding partner of Practice Intel. Tom underlines the importance of competence in the financial industry, highlighting that trust relies heavily on the advisor's ability to provide substantial help to the client. The foundations for great advice are outlined as a necessity for advisors to show capability, emphasizing that...

In this week's episode of Bridging the Gap, Matt is joined by Chris Shuba to delve into the evolving landscape of investment management. Chris Shuba is the CEO and co-founder of Helios. They explore the significant shift in the correlation between stocks and bonds in recent years, the challenges advisors face due to this change, and how quant 2.0 models are being developed to counter these challen...

In the latest episode of Bridging the Gap, Matt sits down with Eli Wachs, co-founder and CEO of Footprint, to dig into the world of data security, privacy, and the future of identity verification. They delve into cybersecurity, discussing how the reckless dispersion of personal data across multiple platforms has created a large playing ground for fraud activity seeking the least secure link in our...

This week on Bridging The Gap, Matt welcomes Christine Simone, CEO and Co-Founder at Caribou, a software to help financial advisors plan for their clients' current and future healthcare costs. Listen as they discuss the often-overlooked intersection of healthcare and financial planning.  As the founder of Caribou, Christine brings to light the crucial importance of incorporating healthcare co...

James Conole, CFP®, Founder of Root Financial Partners and host of the Ready For Retirement podcast, joins Matt on this episode of Bridging the Gap. Together, they dive into the deeper aspects of financial planning, shifting the focus away from money and toward clients' life goals. To start the episode, James recounts his journey, originally aspiring to become a baseball player and architect befor...

This week on Bridging The Gap, Matt sits down with Tammy Lee, CFP®, Founder, Fractional COO, and Implementation Specialist at RIA Strategic Implementation & Execution (RIASIE), and Financial Advisor at U.S. Capital Wealth Advisors, as she shares her wisdom on operations, innovation, and leadership. Sharing her unplanned transition from aspiring writer to entering the finance realm, Tammy discu...

This week on Bridging the Gap, Matt dives into the intricate world of marketing with Kelly Waltrich, former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, now CEO and Co-Founder at Intention.ly, Fintech and Martech Advisor, and Inaugural WealthManagement.com’s CMO of the Year. The conversation kicks off with Kelly’s journey from a thirteen-year-old entrepreneurially-minded...

In this episode of Bridging The Gap, Matt welcomes Jacob Turner, a former professional baseball player and the 9th overall pick in the 2009 Major League Baseball Draft. Now serving as the Co-Founder and Partner at Moment Private Wealth, Jacob shares his journey, offering valuable insights into the unique financial challenges athletes encounter. Jacob shares enlightening personal anecdotes, detaili...

This week, Matt Reiner teams up with Kristin Shea, RICP®, a true powerhouse in the finance industry. Some of her roles include Executive Producer of the "Do Business. Do Life." Podcast, Best-Selling Author in Financial Services, Chief Product Officer at Triad Partners, and Education Outreach Advisor for the Alliance for Lifetime Income, among other roles as well. Listen as Matt and Kristin engage...

In this episode of Bridging the Gap, Matt sits down with John Lenker, Founder and Chief Vision Officer of LENKER, Owner of Wood + Metal Fabrications LLC, and Author, and Kevin deLaplante, Ph. D., Partner and Chief Knowledge Officer at LENKER, Founder of the Critical Thinker Academy, and Founder of the Argument Ninja Dojo. From personal branding to marketing strategies, John and Kevin share their i...

In this episode of Bridging The Gap, Matt is joined by Stoy Hall, CFP®, CEO, and Founder of Black Mammoth, as well as the Founder and Fund Manager at Kᾱlᾱ Capital. Together, they explore the challenges and progress within the financial industry, emphasizing the importance of wealth beyond money and the value of emotional intelligence in financial planning. As you listen to this episode, you'll dis...