FutureProof Advisor Podcast

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...

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, fosteri...

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 freque...

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...

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 undersco...

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...

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...

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 stabilit...

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 chal...

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 import...

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 ne...

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, encompa...

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...

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 relat...

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 hi...

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 enc...

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 accelera...

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 t...

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 expl...

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 w...

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...