Bridging The Gap

Release Date

All Episodes

Reshaping Financial Advice Through Marketing, Differentiation, and Technology with Kelly Waltrich

This week on Bridging the Gap, Matt dives into the intricate world of marketing with Kelly Waltrich, former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, now CEO and Co-Founder at Intention.ly, Fintech and Martech Advisor, and Inaugural WealthManagement.c ... Show more

. 44min 52sec

Financial Planning Beyond The Game with Jacob Turner

In this episode of Bridging The Gap, Matt welcomes Jacob Turner, a former professional baseball player and the 9th overall pick in the 2009 Major League Baseball Draft. Now serving as the Co-Founder and Partner at Moment Private Wealth, Jacob shares his journey, offering valuable ... Show more

. 33min 43sec

The Secret To Mastering Your Narrative and Crafting Your Unique Advisor Brand with Kristin Shea

This week, Matt Reiner teams up with Kristin Shea, RICP®, a true powerhouse in the finance industry. Some of her roles include Executive Producer of the "Do Business. Do Life." Podcast, Best-Selling Author in Financial Services, Chief Product Officer at Triad Partners, and Educat ... Show more

. 56min 10sec

Amplifying Your Brand Presence with John Lenker and Kevin deLaplante

In this episode of Bridging the Gap, Matt sits down with John Lenker, Founder and Chief Vision Officer of LENKER, Owner of Wood + Metal Fabrications LLC, and Author, and Kevin deLaplante, Ph.D., Partner and Chief Knowledge Officer at LENKER, Founder of the Critical Thinker Academ ... Show more

. 49min 43sec

Empowering Financial Literacy: Fostering Inclusivity and Collaboration in Finance with Stoy Hall

In this episode of Bridging The Gap, Matt is joined by Stoy Hall, CFP®, CEO, and Founder of Black Mammoth, as well as the Founder and Fund Manager at Kᾱlᾱ Capital. Together, they explore the challenges and progress within the financial industry, emphasizing the importance of weal ... Show more

. 34min 30sec