Matt Reiner

FutureProof Advisor Podcast

Business EN ↓ 205 episodes

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

Be sure to visit the podcast's website and support the creator: www.mattreiner.com

Author

Matt Reiner

Episodes

Understanding Your Firm's Business Valuation with Bharat Kanodia 07.04.2022 23:11

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...

Discovering What Lies Ahead For Financial Services Tech with Noah Healy 23.03.2022 13:14

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...

Bridging Social Justice Movements and Financial Investing Strategies with Maya Philipson 09.03.2022 38:42

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...

Fintech's Significant Impact in the Wealth Management Industry with Paolo Sironi 23.02.2022 43:16

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...

Fintech Innovation in Wealth Management with Bradley Leimer 09.02.2022 38:15

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...