FutureProof Advisor Podcast

This week on Bridging The Gap, Claire Akin, CEO of Indigo Marketing Agency, joins us all the way from sunny San Diego. We dig into the basics of embracing our speciality and delivering this to our clients, leading versus lagging, building and utilizing your content calendar, and the importance of marketing “you” as a person and not necessarily “you” as a brand or company.  Claire also breaks...

Joining us from the sandy beaches of Florida, Charlie Van Derven, the Founder of Social Advisors and LinkedIn Guru, walks us through his foresight of social media years and what it is for advisors and firms today. Charlie takes us through the challenges advisors face with content marketing, building your LinkedIn network and niche, and the importance of a simple message to a new connection right a...

Bill Bloom, President of Bloom Financial Company, Founder of the Diane Money® app, and Podcast Host of ‘Retire as You Desire,” joins me on today’s episode of Bridging The Gap.  Bill shares his advocacy of effective time management, and how he taught himself to split his week into three parts. He dives into how he incorporates this mentality and has time for his family.  We also had a fun...

Joining me from South Florida today on Bridging the Gap is Olivia Luper. Olivia is a writer and content marketer for financial advisor, and she’s also the host of Get AdvisorFIT Podcast.  We discuss the importance of learning from others’ content and putting your own spin on it to make it yours, the difference between evergreen content vs. timely content, lead magnets and the benefits of havi...

Derek Pollard, Founder at Constellar Creative, Content Specialist, Author, Editor, and Educator to the younger generation joins Matt to discuss audience engagement with your content. Derek shares how you can be present with your copy and empowering and knowledgeable in your writing, as well as how you can express purposeful desire and emotional intelligence in your content.  We talk about poe...

Alex Cavalieri, Co-Founder and CEO of Advisor I/O (formerly Seven Group), Managing Director and Head of Marketing and Strategy at CION Investments, and host of "The Advisor Lab" podcast, joins me today on Bridging the Gap to discuss marketing mistakes. He shares stories about working with advisors and firms and the struggle that these firms have with delegation. Alex also shares how to understand...

Kelly Long, Financial Coach, Financial Wellness Expert, Consultant, Freelance Content Creator, and Founder of Financial Bliss, joins me on this episode of Bridging The Gap. We discuss the energy of money, perfectionism, and overcoming the need to do something.  She also shares how to navigate through financial stress, seeing challenges as opportunities, and her meaning to the pathway to bliss...

Joining me today on Bridging The Gap is Amanda Campbell, Certified Financial Planner™, Certified Divorce Financial Analyst®, Senior Vice President at Wealthspire Advisors, and a member of 2021 InvestmentNews’s 40 Under 40. Amanda has pioneered through the financial industry and has made it her life’s mission to ensure that every woman from every walk of life understands her wealth in a real and me...

We’re joined by two guests on today’s episode of Bridging The Gap. Dave Connolly, CEO and Co-Founder of Knudge, and Dr. Moira Summers, Financial Psychologist and Executive Coach, share how they help bridge the gap between financial motivations and systems that help clients reach their financial goals.  We explore procrastination, three steps of implementation for your clients, the shared resp...

Max Schatzow, Founder at RIA Lawyers LLC, joins Matt from Princeton, New Jersey, on today's episode. A former bat boy and clubhouse attendant for the Baltimore Orioles, we could talk sports all day long. Max explores how he and his team are representing clients in the entirety of owning and operating a registered advisor firm. They dive into the future of regulations in the industry, marketing and...

This was such a fun and interesting conversation with Zoë Meggert, CEO of Perfectly Planned Content, LLC. We discuss the importance of your content calendar and marketing funnel, challenges for advisors when trying to communicate their value, the 80/20 rule when creating content, and quality over quantity in your content.  Zoë brings to light the meaning between the intersection of writing wh...

Sabine VanderLinden, ‘The InsurTech Queen’ herself, joins me all the way from London on this episode of Bridging The Gap.  Sabine is a pioneer in building digital business ecosystems, an author, entrepreneur, awarded in the ‘Top 50 Women in Tech, a FinTech/ InsurTech Influencer, and CEO and co-founder of the Alchemy Crew. Join us for a great conversation as we dive into female innovators in t...

An expert in financial psychology, financial planning, and applied behavioral finance, Dr. Brad Klontz dives into risk tolerance, financial literacy, and the importance of having knowledge in the psychology of financial planning. We talk about financial flashpoints, training our minds to a future orientation, getting your clients excited for their financial future, and why we should interview our...

On today's podcast, we are joined by Craig Iskowitz, an innovative CEO & Founder, podcast host, blogger and leader in wealth technology. Craig discusses changes and innovations in technology, how it has evolved, how firms should evaluate their technology, the innovator's dilemma and the evolution of the floppy disk! He identifies where to start at your wealth management firm with revamping pro...

Dr. Nathan Harness, CFP® and Director of Financial Planning at Financial Planning Program Texas A&M University, joins Matt Reiner on this episode of Bridging the Gap to discuss the "new breed" of advisors. Nathan discusses his view on the next generation of advisors and the impact his program has through teaching investment and retirement planning courses. Nathan and Matt also dive into the sk...

Our episode of Bridging The Gap this week is F.I.R.E.! Chris Mamula is a 41-year-old retiree who joins me to share his story of saving early in order to retire early so that he could enjoy doing more of what he loves.  He shares his mentality around saving, insights to make us better financially, and how we can drive financial literacy in our community.  Chris Mamula used principles of t...

After a visit to the New York Stock Exchange, Debra Morrison , CFP®, MS, AEP, CertLGBTBE, knew that she wanted to take part in the excitement of our industry. At the age of 21, Debra started her career and her agency, and has been an advocate for women to empower them to gain confidence in the financial industry.  Debra answers the questions about women struggling to find their voice in their...

Corporate IT Product Manager with a passion for finance, David Mulonas joins Matt on this episode of Bridging the Gap. He shares how he helps people with their personal finances, his unique perspective on personal finance, his belief in how financial literacy can power change and innovation our country, his podcast, Something On My Mind Podcast, and more.  You don’t want to miss this unique,...

In this episode, Joe Saul-Sehy, host of the Stacking Benjamins podcast, joins Bridging the Gap to discuss his thoughts about the FIRE movement, how he works with his clients to analyze and understand the future, and how he helps his clients enjoy the journey as much as the prize. Joe is the creator and co-host of the Stacking Benjamins podcast and co-author of STACKED: Your Super-Serious Guide To...

Jennifer Thomas, Director of Business Development for XLR8, joins us on this edition of Bridging the Gap, and she shares how we can get the most out of our technology rolodex otherwise known as our CRM.  Jennifer is the Director of Business Development for XLR8, a customized version of Salesforce specifically tailored for financial services professionals. Jennifer holds a Bachelor's degree in...

Bharat Kanodia, Founder and Chief Appraiser at Veristrat LLC, is a valuation expert. He’s offered valuations for founders and venture capital investors alike, and has appraised startups like Uber, AirBnB, DoorDash. Bharat shares how he got into the business, why he wanted to start his own firm, what goes into valuation of a business, and more.  Soon to be featured on TedX, we’re excited to ha...

Noah Healy, Data Scientist at Castle Hill Gaming, joins Matt Reiner on this episode of Bridging The Gap to discuss quantum computing, computational mathematics, and the future of markets. Noah shares why he is on a mission to take out all of the costs that go into the market. Curious what’s going to happen in the world of financial services and technology? This is a futuristic episode you don’t wa...

InvestmentNews’s 40 Under 40 Recipient Maya Philipson joins Matt on this episode of Bridging the Gap. Adasina Capital, the firm Maya runs, is focused on bridging social justice movements and financial markets by creating social justice investing strategies.  Maya and her firm are at the forefront of social justice investing, ESG, impact investing. Maya shares how she built a successful wealth...

Joining today's podcast from Italy, Paolo Sironi is the Global Research Leader in Banking and Financial Markets at IBM. His knowledge in fintech and technology within financial services and wealth management is extraordinary. In this episode, he shares his insights into the evolution of technology and its impact. This conversation will make you think and spark inspiration for how you can integrate...

On this episode of Bridging The Gap, Bradley Leimer, Co-Founder of Unconventional Ventures discusses the future of fintech. He’s worked behind the scenes at a variety of banks and shares the impact that banks have on technology innovation. We also discuss his new book, Beyond Good, which dives into how technology is leading a purpose-driven business revolution. Joining us all the way from Silicon...