FutureProof Advisor Podcast

As financial advisors we can play a major in impacting some of the financial behaviors of our clients. In this episode of Bridging The Gap, I sit down with author, consultant, and educator, Charles Chaffin, who has an extensive background in one of my favorite topics: financial psychology.  We open our discussion by talking about Charles’s passion for research, and how he discovers answers to...

On this episode of Bridging The Gap, we're joined by Matt Halloran, CRO and Co-Founder of Proudmouth and Co-Founder and podcast host of his podcast, “Top Advisor Marketing” with advisorconnectX. Matt shares a variety of marketing tips, including leveraging social media and client marketing, the importance of podcasting, and marketing to your niche. We also dive into marketing tactics to strengthen...

Joining me today is Chip Munn, the Managing Partner at Signature Wealth Group.  Chip opens up the conversation about his career beginnings as a sixth grade English teacher, and his journey to becoming the Managing Partner of his firm.  We talk about what goes into building the foundation of a firm, the basis method, and the ups and downs of finding the right people for your firm.  C...

Today's special guest on this episode of Bridging the Gap is the Founder and CEO of finServMarketing and podcast host of SoFin Podcast, Mike Langford.  In this episode, we discuss the social changes and how the world has taken social media and platforms to grow in their careers, how social media is being utilized, and how are they evolving in a way that impacts our firms, our careers, and our...

Today on Bridging the Gap, Matt is joined by Robin Hanover, RICP, the Founder and Thought Leader at Robin Hanover Financial Consulting and Coaching. In Robin's words, every advisor should be asking their client: What is important to you about your money? We dive into the importance of the relationship between client and advisor, the importance of a client referral, and her view on adopting the emo...

Today's episode of Bridging the Gap features Alex Melkumian, PsyD, LMFT, a financial psychologist, author, financial stress expert, and Founder of The Financial Psychology Center in California. Alex opens up about the learning curve and culture shock he experienced when he moved to the United States from the Soviet Union.  Alex and I dive into the client’s mind to understand stress, shame, an...

On this episode of Bridging the Gap, I’m honored to talk with the workplace therapist himself: Brandon Smith. Brandon is an author, speaker, podcast host, and therapist who has committed himself to improving health and functionality in workplaces.  We discuss how to say “No,” enhancing the lineage of firms to get more leaders in your teams, the 80/20 plan, and how to push your team to lift he...

Joining me from sunny California on today’s episode is Anton Anderson. Anton is the CEO at Elite Resource Team where they teach financial advisors how to differentiate themselves by working with CPAs within an efficient system.  This is a major topic within our industry: how to leverage and utilize CPAs (certified public accountants) as COIs (centers of influence). We dive into the three impo...

On our 100th episode of Bridging The Gap, I have the honor of being joined by my good friend and a fellow ATL-ien, Daniel Crosby. Daniel is the Chief Behavioral Officer at Orion Advisor Solutions, a psychologist, a behavioral finance expert, an author, and he helps organizations understand the intersection of the mind and markets.  We start the conversation with some of the difficulties he’s...

On today's episode, we brought in thought leader, Carl Richards. I've been following Carl for a long time. He is the creator of The Behavior Gap, a Certified Financial Planner™ and the creator of The Sketch Guy column.  We had a dynamic conversation that could have extended for hours. Carl opened up about the impact he’s made in the wealth advisors and management industry along with his journ...

Today on Bridging The Gap, I’m joined by Libby Greiwe, ChFC, RICP, FIC. Libby is a speaker, financial advisor coach, and host of The Efficient Advisor podcast. This episode kicks off with Libby sharing her career aspirations to become a rocket scientist and how her life took a turn for the better when she entered the financial industry.  With Libby, we go back to the basics about the importan...

In today's episode, I’m joined by Evan Beach, CFP® and Director of Wealth Advisory at Campbell Wealth Management, where he is responsible for new client financial planning and existing client education. Evan shares how and why he began drawing pictures to get his desired message across and how it has shaped his unique process for helping others. We dive into the message behind his article on the p...

Zoë Meggert, CEO of Perfectly Planned Content, LLC, is back on this episode of Bridging the Gap. She joins me today to discuss creating a marketing plan for the New Year.  We review what worked in 2022, and Zoë shares real, tactical, and actionable ideas that you can use today to position yourself to have a successful year with your marketing.  This episode will help to reposition your 2...

Colin Overweg, Founder and CEO of Advize Wealth Management, joins me on today’s episode of Bridging The Gap. Colin shares his unique ways of leveraging social media to gain new clients and help the younger generation learn about the financial industry. He also discusses the pros and cons of working remotely, technology innovations, and how he leans in heavily on robo-platforms to help clients...

Frantz Widmaier, CEO of Bill Good Marketing, joins me on this episode of Bridging The Gap. We travel back through time to discuss the floppy disk, staying current with the latest technologies, the importance of finding your niche, and some LinkedIn do’s and don’t’s to increase your engagement and increase your brand's visibility.  We also dive into what makes your CRM powerful and valuable to...

Christopher Music, wealth coach and thought leader in the financial industry, joins me from sunny St. Petersburg, Florida during this episode of Bridging The Gap. We discuss how to become more income focused versus focusing on your client’s investments. Music also shares new ways to add value to your clients and helpful tips on building your brand.  We also dive into the importance of the ide...

Penny Phillips, President and Co-Founder of Journey Strategic Wealth, an industry speaker, and an engaging consulting coach, joins me today to discuss firm structure, practice management, and time management as a firm leader.  Penny reveals best practices for firm owners when it comes to coaching your team and building successful individuals to become leaders. A thought leader in the space, P...

Tim Welsh, CFP®, President, CEO and founder of Nexus Strategy, LLC, a leading wealth management consulting firm, joins me on today’s episode of Bridging The Gap. One of the most insightful, knowledgeable members of our community, Tim shares his insights about wealth tech, the industry as a whole, and the technology within our industry.  We discuss Tim’s views for the future of technology, whe...

In this episode of Bridging the Gap, we sit down with Sten Morgan, a leading voice in financial services, president at Legacy Investment Planning and a coach to other financial advisors. Sten gives insights into the challenges he experienced while starting up his firm and how he pushed past industry "norms" to create a truly innovative firm. During this episode, we also dive into the Goldilocks pr...

Travis Parry, keynote speaker, financial coach, author, and podcast host, joins me from Cache Valley, Utah, on today’s episode of Bridging The Gap.  Most financial advisors desire to scale their business but struggle to accomplish it organically. While there are a plethora of various marketing and advertising ways to increase revenue, many advisors lack a specific strategy to create and disse...

Brendan Frazier, Founder of Wired Planning, speaker, host of The Human Side of Money podcast, and former baseball player, joins me from Nashville, Tennessee, on today’s episode of Bridging The Gap. Brendan shares his journey from baseball to financial advice, behavioral coaching, behavioral psychology, and research on helping clients and their actions.  We also discuss understanding your clie...

In this episode, Matt interviews captivating speaker and author, Katie McKenna. Katie shares her story of how a life-altering accident shifted her thought process and led her down a path of writing and professional coaching. Katie and Matt dig into the various mental states that people have in life-changing events, how to make small and attainable goals and then celebrate them, and how shift our t...

Joining us from Topeka, Kansas, we’re excited to welcome Dave LaGue, Director of Sales and Marketing at Advisors Excel, on Bridging The Gap.  We open the conversation by discussing the importance of letting go, and Dave shares some small wins from people who have let go of aspects of their wealth management firms and the success they experienced. He also shares tips to help start letting go,...

Today on Bridging The Gap, Lindsey Larrabee, Consultant at Templar Advisors, a financial psychology and behavioral sciences lead, and a Certified Financial Behavior Specialist®, joins us to discuss behavioral psychology.  Lindsey and I dig into the definition of money scripts, four primary money scripts, and she even helps me discover my personal money script!  We address how adviso...

Jared Tanimoto, President at Ascent Wealth Advisors, fellow class member of InvestmentNews’ 40 under 40, and a fellow father, joins me on this week’s episode of Bridging The Gap.  We jump into his journey to starting his own RIA firm, the unique hurdles he’s faced in the industry, and the technology innovations he’s used and will continue to use to grow his firm. He also opens up about re-fra...