FutureProof Advisor Podcast

On today’s episode of Bridging The Gap, our host Matt Reiner dives into the world of video and its significance in our industry.  Matt explores the benefits of becoming a “movie star” in the financial advisory industry, and how producing your own videos can enhance your role as an advisor. Matt shares some insights on using video on platforms like LinkedIn and YouTube, as well as within email...

In this episode, Matt is joined by Justin Castelli, CFP® - the Founder and Financial Advisor at RLS Wealth, Co-Founder of The AGC™, Founder of PRST, Host of the All About Your Benjamins podcast, and a Board Member of Philly Phinancial Literacy Week Inc. They delve into Justin's perspective on the interconnected aspects of the mind, body, spirit, and finances. Justin recounts his personal journey,...

Mark Akeroyd, Head of Product at Lumiant and Host of the Lumiant Live Podcast, joins Matt Reiner on this episode of Bridging the Gap to discuss the art of guiding clients and helping them define their best life.  Mark opens up about his journey, and talks through how he went from initially wanting to be a sports journalist to working in the financial industry.  Mark shares valuable insig...

Renowned expert in the field of financial therapy Megan McCoy, Ph. D., LMFT, AFC®, CFT-I™, joins Matt on this episode of Bridging The Gap to share her unique insights on the importance of finding individual strategies when working with clients.  Megan shares how her background in family therapy combined with her expertise in emotional well-being with financial planning offers a holistic appro...

Meghaan Lurtz, Ph. D., Senior Research Associate at Kitces.com , Lecturer for Columbia University, Professor of Practice at Kansas State University, Assistant Professor at the University of Maryland University College, Member of the Board and International Expertise Counsel at the Financial Psychology Institute Europe, and Founding Strategic Advisor at Couplr, joins Matt on today’s episode of Brid...

On this episode of Bridging the Gap, Lance Pendleton, Real Estate Coach and TEDx Motivational Speaker, joins Matt to talk through everything from collecting quotes on his iPhone to the need for change in the real estate industry.  Lance talks through his career journey, the power of relationships, and the wisdom he’s gained from others along that journey. He dives into how he uses a holistic...

On today’s episode of Bridging the Gap, Matt is joined by Dominique Henderson, CFP®, Founder of DJH Capital Management, and Founder of The Jumpstart Coaching Lab. Dominique shares his inspiring journey from door knocking and phone calls to running his own successful company.  Dominique highlights the significance of putting in diligent effort and the potential lifetime value of millionaire or...

Shaun Kapusinski, Senior Director, Technology at Sequoia Financial Group, Founder of HIFON (hifon.org), and Co-Author of "The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration & Beyond" joins Matt on today’s episode of Bridging The Gap to explore the intersection of technology, operations, and decision-making in the financial services industry...

On this episode of Bridging The Gap, Matt is joined again by Angel Gonzalez, CMO and Co-Founder at Snappy Kraken, to dive deeper into the fascinating world of AI and the capabilities of ChatGPT. Angel shares how he uses ChatGPT as a thought partner, assistant, and idea creation generator in his daily workflow. We talk through what ChatGPT means for the future of technology and human creativity, an...

On today’s episode of Bridging the Gap, Matt is joined by Maribeth Kuzmeski, PhD, President of Red Zone Marketing, Marketing Strategist, Author, and Keynote Speaker on Marketing, Branding, and Persuasive Communications.  Maribeth shares the story behind the name of her marketing consulting firm, building trust and credibility as a financial advisor, and her research behind the impact of inclu...

On this episode of Bridging the Gap, our host Matt Reiner dives into the challenges we face as wealth management firms to provide consistent client experiences while constrained by the limitations of time.  As advisors, time is crucial to our everyday interactions and operations with our clients. How do we scale our firms and continue to grow in the midst of never feeling like there is enough...

On this episode of Bridging The Gap, Matt is joined by Rohit Agarwal, innovative entrepreneur and Co-Founder and Co-CEO of Sora Finance.  Rohit begins by sharing his journey, his fascination with life events, and how his diverse career has shaped his passion for making a positive impact and improving the human condition.  Rohit then dives into the problem of Americans being taken advanta...

On today’s episode of Bridging the Gap, Angel Gonzalez, CMO and Co-Founder at Snappy Kraken, joins Matt to discuss the nature of fear, the appropriateness and desire for creativity, and boldness.  Angel shares his journey of starting Snappy Kraken with his business partners, building a system for content creation and automation, and their mission to create meaningful connections that drive bu...

On this episode of Bridging the Gap, Matt is joined by Jeremy Keil, an entrepreneur, financial advisor at Keil Financial Partners, and the podcast host of Retirement Revealed.  Jeremy shares how he uses Surge Mindset, a method of time blocking and focusing on one task at a time to boost his productivity. He also addresses the importance of having a streamlined framework for marketing and...

Thomas Kopelman, Co-Founder of AllStreet Wealth, blogger, podcast host, and entrepreneur, joins Matt on today’s episode of Bridging the Gap. Thomas was recently named one of the Top 100 Advisors by Investopedia, one of the Top 23 Millennial Financial Advisors by Business Insider, and one of 2023’s Young Advisors to Watch.  Thomas shares his journey of how he has used education-based content t...

Steven Jarvis, CEO and Head CPA at Retirement Tax Services, author, and podcast host, joins Matt on today’s episode of Bridging The Gap. Steven’s firm is helping financial advisors transform the way they deliver tax planning, how tax planning is integrates with wealth management, and how advisors can incorporate more tax planning into their client services. Steven dives into how advisors can find...

“Everybody deserves their own individual approach to success, and that’s where the elite and the successful live.”  The one and only Kim Skermer, Founder of The Approach Coaching Method, joins Matt on this episode of Bridging The Gap. Kim coaches the industry on business development, coaching and advisory services with a flair of leadership and life.  Kim shares her passion for her caree...

Do you spend time creating content on social media networks that you actually enjoy, or are you simply checking a box? Creating content for your firm should bring you value and joy and allow you to push boundaries based on what your audience wants to hear. In this episode of Bridging the Gap, Matt Reiner sits down with social media genius Phil Pallen, Founder & Brand Strategist of Phil Pallen...

Today's episode features, Viren Tellis, Co-Founder and CEO of Hedado, a firm that focuses on modernizing corporate giving by providing employees, followers, and customers a donation experience.  Viren shares his journey into the charitable giving space and his inspiration for creating Hedado, as well as how failure can provide meaningful experiences in your life. He talks about how Hedado is...

On this episode of Bridging The Gap, we are joined by Frank LaRosa, CEO of Elite Consulting Partners and Host of The Advisor Talk Podcast. Frank starts by sharing his journey from architecture into the financial services industry, and how he uses the same tactics he used to build his firm to help other advisors build their business.  Matt and Frank discuss operational efficiencies, and Frank...

Today on Bridging the Gap Susanne Chishti joins us from London. Susanne is the CEO of The Fintech Circle, author and co-author of 8 books, a keynote speaker, a former Morgan Stanley Asset Management employee, and successful and award-winning woman in the fintech industry.  In this episode, Susanne sheds light on the challenges financial advisors face, shares the knowledge of the mindset behin...

In this episode, we sit down with Ka’Neda Bullock, President of Master Plan Investment Group, Retirement Plan Advisor, and a former Investment News 40 Under 40 Honoree.  Ka’Neda shares some of the lessons she learned while at Smith College, how it relates to working with her current clients, and the importance of effective communication and listening to help clients reach their financial goal...

Today's episode features President and Partner at Sweet Financial Partners and podcast host Brittany Anderson. Brittany shares that the 13-year old version of herself wanted to be an actress, famous dancer, business woman, and an author. She describes her journey through the sciences into business management, which led her to the financial and wealth management world.  Brittany shares that wh...

This episode of Bridging the Gap features Matt Cosgriff, CFP®, CPFA, a prominent figure in the financial industry and fellow alum of the Schwab Executive Leadership Program. As the Director of Wealth Management at BerganKDV, Matt leads a team of professionals who are passionate about delivering high-quality service to their clients. He joins me today to share his insights on what it takes to be a...

In today's episode, we hear from Brian Carney, a well-known advisor who shares his non-traditional journey into the wealth management industry and his proactive steps to grow his financial firm. Brian Carney is a CFP®, AIF®, ChFC®, CDFA®, and CEO at RiversEdge Advisors, LLC. Today he joins us as a guest on this episode of Bridging The Gap. Brian shares his passion for building relationships with c...