Bridging The Gap
By Bridging The Gap
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Category: Entrepreneurship
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Episodes: 162
Description
Bridging the gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
| Episode | Date |
|---|---|
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Understanding and Overcoming Loneliness in Modern Society with Ryan Jenkins
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Apr 25, 2024 |
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Building Trust in Your Brand with Roger Martin
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Apr 17, 2024 |
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Breaking Barriers with Lindsey Lewis on Revolutionizing the Financial Industry
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Apr 10, 2024 |
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Sarah Woodward's Strategic Approach to AI and Automation
|
Apr 03, 2024 |
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Leading with Trust: Mary Schmid's Insights on Change and the Brain
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Mar 27, 2024 |
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Elle Petrillo's Strategies for Building a Powerful Personal Brand
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Mar 20, 2024 |
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Embracing Change in Transcription Technology with Corey Westphal
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Mar 13, 2024 |
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Johnny Sandquist Talks AI and Influencer Impact
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Mar 06, 2024 |
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Innovating Financial Education with Brent Neiser
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Feb 28, 2024 |
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Insights on AI and Authenticity with John Prendergast
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Feb 21, 2024 |
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Innovating Marketing and Building a Sustainable Brand with Stephen Oliver
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Feb 15, 2024 |
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Strategic AI Integration with Kirk Drake's Vision for Financial Institutions' Future
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Feb 08, 2024 |
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Aligning Financial Advice to Client Expectations with Tom Rieman
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Jan 31, 2024 |
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The Future of Investment with AI with Chris Shuba
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Jan 24, 2024 |
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Reinventing Identity Verification and Data Security with Eli Wachs
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Jan 17, 2024 |
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Infusing Financial Portfolios with Healthcare Considerations with Christine Simone
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Jan 10, 2024 |
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The Transformative Power of “Why” in Finance and Reimagining Retirement with James Conole
|
Dec 20, 2023 |
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Guiding RIA Firms with Intention, Innovation, and Operational Efficiency with Tammy Lee
|
Dec 13, 2023 |
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Reshaping Financial Advice Through Marketing, Differentiation, and Technology with Kelly Waltrich
|
Dec 06, 2023 |
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Financial Planning Beyond The Game with Jacob Turner
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Nov 29, 2023 |
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The Secret To Mastering Your Narrative and Crafting Your Unique Advisor Brand with Kristin Shea
|
Nov 15, 2023 |
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Amplifying Your Brand Presence with John Lenker and Kevin deLaplante
|
Nov 08, 2023 |
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Empowering Financial Literacy: Fostering Inclusivity and Collaboration in Finance with Stoy Hall
|
Nov 01, 2023 |
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Thinking Beyond Wealth: Unleashing the Power of Generosity with Bob DePasquale
|
Oct 25, 2023 |
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Elevating Client Experience: The Power of Tech-Driven Solutions with Corey Westphal
|
Oct 18, 2023 |
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Cultivating Authenticity and Bridging Generational Gaps in Financial Services with Jackie Wilke
|
Oct 11, 2023 |
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From Net Worth to Self Worth: Unpacking the Relationship Between Money and Happiness with Reese Harper
|
Oct 04, 2023 |
|
Insights from the Next Generation: Exploring Finance and Culture with Hampton Dortch
|
Sep 27, 2023 |
|
Lights, Camera, Connection: How Video is Transforming the Wealth Management Industry with Matt Reiner
|
Sep 20, 2023 |
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Balancing Mind, Body, and Spirit: An Approach To Guiding Clients Toward Authentic Living with Justin Castelli
|
Sep 13, 2023 |
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Using Frameworks and Life Planning to Transform the Financial Advisory Experience with Mark Akeroyd
|
Sep 06, 2023 |
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Navigating the Intersection of Finance and Therapy with Megan McCoy
|
Aug 30, 2023 |
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Integrating Financial Psychology into Financial Planning with Meghaan Lurtz
|
Aug 23, 2023 |
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Using Motivational Tactics to Drive Business and Personal Success with Lance Pendleton
|
Aug 16, 2023 |
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The Keys To Building Long-Term Client Relationships with Dominique Henderson
|
Aug 09, 2023 |
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Leveraging Technology for Navigating the Custodial Landscape with Shaun Kapusinski
|
Aug 02, 2023 |
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Exploring the Boundaries of AI Technology with Angel Gonzalez
|
Jul 26, 2023 |
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How Financial Advisors Can Attract Clients Through Authenticity and Personal Connection with Maribeth Kuzmeski
|
Jul 19, 2023 |
|
Streamlining Processes in Wealth Management: How Automation Can Save Time and Improve Client Experience
|
Jul 12, 2023 |
|
The Future of Fintech with Generative AI in Wealth Management with Rohit Agarwal
|
Jul 05, 2023 |
|
Exploring Unconventional Strategies To Grow Your Financial Services Firm with Angel Gonzalez
|
Jun 28, 2023 |
|
The Power of Time Blocking and Motivational Interviewing for Effective Growth with Jeremy Keil
|
Jun 21, 2023 |
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Demonstrating Authenticity Within Your Niche on Social Media with Thomas Kopelman
|
Jun 14, 2023 |
|
Empowering Clients Through Integrated Tax Planning Strategies with Steven Jarvis
|
Jun 07, 2023 |
|
Why Financial Advisors Should Use The Approach Coaching Method for Professional Success with Kim Skermer
|
May 31, 2023 |
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Taking Your Online Brand as A Financial Advisor from Good to Great with Phil Pallen
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May 24, 2023 |
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The Impact of Philanthropy and Its $300B Industry with Viren Tellis
|
May 17, 2023 |
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The Importance of Infrastructure in Creating Efficient Firms with Frank LaRosa
|
May 10, 2023 |
|
Demystifying AI in Wealth Tech for Financial Advisors with Susanne Chishti
|
May 03, 2023 |
|
Breaking Barriers: Building a Financial Services Firm That Embraces Diversity & Inclusion with Ka'Neda Bullock
|
Apr 26, 2023 |
|
Creating Deeper and More Fulfilling Experiences for Clients with Brittany Anderson
|
Apr 19, 2023 |
|
Unleashing Your Financial Firm's Growth Through Effective Leadership with Matt Cosgriff
|
Apr 12, 2023 |
|
Expert Tips For Transformational Growth In Your Financial Services Firm with Brian Carney
|
Apr 05, 2023 |
|
The Impact and Relevance of Financial Advisors with Charles Chaffin
|
Mar 29, 2023 |
|
The Power of Podcasts To Amplify and Expand Your Influence with Matt Halloran
|
Mar 22, 2023 |
|
Building a Strong Foundation for Your Wealth Management Firm
|
Mar 15, 2023 |
|
The Evolution of Social Media for Financial Advisory Firms with Mike Langford
|
Mar 08, 2023 |
|
Understanding the Emotional Side of Money Management with Robin Hanover
|
Mar 01, 2023 |
|
Using Financial Psychology to Guide Our Clients with Alex Melkumian
|
Feb 22, 2023 |
|
How to Create Work/Life Balance by Saying “No” with Brandon Smith
|
Feb 15, 2023 |
|
Utilizing CPAs as COIs to Increase Productivity with Anton Anderson
|
Feb 08, 2023 |
|
Balancing Psychology, Money, and Client Expectations with Daniel Crosby
|
Feb 01, 2023 |
|
Improving Your Impact During Client Interactions with Carl Richards
|
Jan 25, 2023 |
|
Increasing Your Productivity And Capacity As An Advisor with Libby Greiwe
|
Jan 18, 2023 |
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The Key To Getting Your Message Across with Evan Beach
|
Jan 11, 2023 |
|
Creating Your 2023 Marketing Strategy with Zoë Meggert
|
Jan 04, 2023 |
|
Building the Firm of the Future with Colin Overweg
|
Dec 28, 2022 |
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The Importance of Technology and Marketing with Frantz Widmaier
|
Dec 21, 2022 |
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Shifting the Focus of Investments with Christopher Music
|
Dec 14, 2022 |
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Structuring Your Firm and Team for Growth with Penny Phillips
|
Dec 07, 2022 |
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Adding Automation to Your Wealth Management Firm with Tim Welsh
|
Nov 30, 2022 |
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Taking Your Financial Services Firm To The Next Level with Sten Morgan
|
Nov 21, 2022 |
|
How to “Make Time” with Travis Parry
|
Nov 16, 2022 |
|
The Power of Listening with Brendan Frazier
|
Nov 09, 2022 |
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How To Overcome Seemingly Insurmountable Obstacles with Katie McKenna
|
Nov 02, 2022 |
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The Importance of Letting Go with Dave LaGue
|
Oct 26, 2022 |
|
Defining The 4 Primary Money Scripts with Lindsey Larrabee
|
Oct 19, 2022 |
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Utilizing Technology to Grow Your Firm with Jared Tanimoto
|
Oct 12, 2022 |
|
The Importance of Your Marketing Strategy with Claire Akin
|
Oct 05, 2022 |
|
Using LinkedIn to Grow Your Network and Niche with Charlie Van Derven
|
Sep 28, 2022 |
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Employing Effective Time Management Strategies with Bill Bloom
|
Sep 21, 2022 |
|
Using Content to Attract the Right Clients with Olivia Luper
|
Sep 14, 2022 |
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How to Engage Your Audience Through Content with Derek Pollard
|
Sep 07, 2022 |
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Avoiding Common Marketing Mistakes with Alex Cavalieri
|
Aug 31, 2022 |
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Navigating Your Financial Journey to Bliss with Kelley Long
|
Aug 24, 2022 |
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Helping Women Understand Their Wealth with Amanda Campbell
|
Aug 17, 2022 |
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Guiding Your Client's Financial Journey with Dave Connolly and Moira Summers
|
Aug 10, 2022 |
|
Legal Representation & Future Regulations for RIAs with Max Schatzow
|
Aug 03, 2022 |
|
The Importance of Creating Quality Content with Zoë Meggert
|
Jul 27, 2022 |
|
Innovation and Entrepreneurship in the Financial Industry with Sabine VanderLinden
|
Jul 20, 2022 |
|
The Psychology of Financial Planning with Dr. Brad Klontz
|
Jul 13, 2022 |
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Innovation & Process Alignment in the Wealth Management Industry with Craig Iskowitz
|
Jul 06, 2022 |
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Raising The Next Generation of Financial Advisors with Nathan Harness
|
Jun 29, 2022 |
|
Embracing the FIRE Movement with Chris Mamula
|
Jun 15, 2022 |
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Helping Women Navigate the Financial Industry with Debra Morrison
|
Jun 01, 2022 |
|
The Power of Financial Literacy with David Mulonas
|
May 18, 2022 |
|
Enjoying Your Financial Journey with Joe Saul-Sehy
|
May 04, 2022 |
|
Getting the Most Out of Your CRM with Jennifer Thomas
|
Apr 20, 2022 |
|
Understanding Your Firm's Business Valuation with Bharat Kanodia
|
Apr 07, 2022 |
|
Discovering What Lies Ahead For Financial Services Tech with Noah Healy
|
Mar 23, 2022 |
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Bridging Social Justice Movements and Financial Investing Strategies with Maya Philipson
|
Mar 09, 2022 |
|
Fintech's Significant Impact in the Wealth Management Industry with Paolo Sironi
|
Feb 23, 2022 |
|
Fintech Innovation in Wealth Management with Bradley Leimer
|
Feb 09, 2022 |
|
Overcoming Challenges in the Wealth Management Industry with Paul Fenner
|
Jan 26, 2022 |
|
Navigating Your Firm Through Change with Dany Martin
|
Dec 08, 2021 |
|
Finding Inspiration in the Financial Planning Industry with Matthew Ricks
|
Oct 27, 2021 |
|
From the Equity Desk to the Wealth Management Space
|
Oct 13, 2021 |
|
Entrepreneurship and Thought Leadership in the Wealth Management Industry
|
Sep 28, 2021 |
|
Going the Distance in the Financial Industry
|
Sep 14, 2021 |
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Identifying Needs in the Wealth Management Industry
|
Aug 31, 2021 |
|
Finding Yourself in the Financial Planning Industry
|
Aug 18, 2021 |
|
Inspiring Diversity in the Financial Industry w/ Erin Voisin
|
Jul 27, 2021 |
|
Creating a Consistent Client Experience in Wealth Management
|
Jul 13, 2021 |
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The Changing Landscape of Financial Advisors w/ Josh Nelson
|
Jun 29, 2021 |
|
Finding Meaning, Time, and Financial Security with Todd Miller
|
Jun 15, 2021 |
|
Using Digital Marketing to Grow Your Brand
|
May 26, 2021 |
|
Creating Relationships With Digital Content Strategies
|
May 12, 2021 |
|
Building Relationships And Sales
|
Apr 28, 2021 |
|
Relevance, Value, And Leadership With Dave Coffaro
|
Apr 05, 2021 |
|
Why The Financial Advisor Is Never Going Away
|
Mar 11, 2021 |
|
The Increasing Complexity and Personalization of Client Experiences For Financial Advisors
|
Feb 16, 2021 |
|
Handling Client Reactions with Matt Reiner
|
Feb 01, 2021 |
|
Using Lessons from Meditation for the Financial Advisory Industry with Jonathan DeYoe
|
Jan 18, 2021 |
|
Building Client Experiences Around Thoughtfulness with Nelson Greene
|
Jan 04, 2021 |
|
Analyzing Work Policies in the Financial Advisory Industry with Matt Reiner
|
Dec 21, 2020 |
|
Shanna Tingom Shares How to Create an Efficient Advisory Firm
|
Dec 07, 2020 |
|
Investigating The True Value of Advisors with Matt Reiner
|
Nov 16, 2020 |
|
Adaptability of the Financial Advisory Industry in the Midst of COVID-19
|
Nov 03, 2020 |
|
Conor Richardson of Millennial Money Makeover Discusses The Financial Future Of Generation Y
|
Mar 10, 2020 |
|
Josh Bennett From Vincere Wealth: Providing Value To A Niche Industry
|
Feb 10, 2020 |
|
Anders Jones From Facet Wealth: Lessons From Startups In The Investment Industry
|
Feb 04, 2020 |
|
Financial Consultant Gordon Morse Helps Firms Stay Ahead of the Trends
|
Jan 13, 2020 |
|
John Connor from Charles Schwab Talks Innovation and Technology in Our Industry
|
Jan 06, 2020 |
|
Beth Bosworth from Lakeview Capital Partners Shares How to Positively Impact Clients
|
Dec 16, 2019 |
|
Brent Weiss from Facet Wealth on How to Serve the Mass Affluent the Right Way
|
Dec 09, 2019 |
|
Charlie Jordan from Brightworth Discusses Success, Growth and Innovation
|
Nov 25, 2019 |
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David Kurkjian From Master Messaging: Creating High Value Conversations With Customers
|
Nov 13, 2019 |
|
Heather Fortner From SignatureFD Talks the Financial Industry Today and in the Future
|
Oct 29, 2019 |
|
Trevor Wilde From Wilde Wealth Management Group: Growing A Customer-Centric Financial Services Firm
|
Oct 14, 2019 |
|
Kevin Keeney from CornerCap Investment Counsel: Driving Change Through New Tech and Machine Learning
|
Sep 30, 2019 |
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Chad Centorbi from Centorbi Financial Group: Innovation In The Financial Services Industry
|
Sep 12, 2019 |
|
Roger Whitney from WWK Wealth Advisors - What's important now?
|
Aug 28, 2019 |
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Eric Clarke from Orion - Revolutionizing an entire industry with technology + relationships
|
Aug 15, 2019 |
|
Stephanie Bogan, CEO & Founder of Educe, Inc - Achieving unlimited success by removing obstacles
|
Aug 02, 2019 |
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Dave Grant from Retirement Matters - Building a firm from the ground up with tech
|
Jul 26, 2019 |
|
It's official: Season 2 is coming
|
Apr 30, 2019 |
|
Kristen Schmidt from RIA Oasis: Process driven growth strategies
|
Apr 08, 2019 |
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Max Winthrop from Winthrop Wealth: Combining efficiencies and innovation to spur growth
|
Mar 21, 2019 |
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Jarrod Upton, from Herbers & Company: Creating efficiencies and scaling your practice for growth.
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Mar 11, 2019 |
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Josh Book, CEO at ParameterInsights: The client insights that are driving the industry
|
Mar 01, 2019 |
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#012 Brian Jack from Budros, Ruhlin & Roe, Inc. - Efficiency through technology
|
Feb 21, 2019 |
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#011: Jerry Michael from Smartleaf- The evolution of technology in finance
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Feb 14, 2019 |
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#010: Gabe Muller from Glassman Wealth- Building an innovative financial advisory firm
|
Feb 05, 2019 |
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#009: Bogdan Constantin from Voxie: The power of conversation
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Jan 31, 2019 |
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#008: Matt Peterson from Outbrain- Nurturing your clients through content
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Jan 23, 2019 |
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#007 Nathan Slaughter former VP of Goldman Sachs- Staying ahead of the curve
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Jan 09, 2019 |
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#006: Randy Bullard from SigFig- Innovating within the Wealth Management Space
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Dec 11, 2018 |
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#005: Connor Cirillo from Hubspot- Unleashing the power of conversation
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Dec 04, 2018 |
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#004: Michael Gottfried - A digital marketer's take on how advisors can build a strong brand
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Nov 27, 2018 |
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#003: Michael Magnan- Thanksgiving feast, using data to power smarter decisions
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Nov 21, 2018 |
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#002: Josh Willner from Google- How to use Google to spread your brand and grow your customers
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Nov 13, 2018 |
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#001: Nathan Lee- How advisors can use marketing automation to create a competitive advantage
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Nov 05, 2018 |