Episodes
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In this episode of Bridging the Gap with your host, Matt Reiner invites you to explore the transformative power of strategic branding alongside our guest, Roger Martin. Together, they embark on a journey through the intricate world of entrepreneurship, offering invaluable guidance tailored to empower financial advisors on their path to success.
Throughout the conversation, Roger and Matt highlight the importance of crafting a brand identity deeply rooted in authenticity and aligned with core values. By tapping into Roger's expertise, listeners gain actionable strategies for harnessing the power of storytelling to forge meaningful connections with clients.
As the episode unfolds, listeners are treated to three key takeaways to propel their branding efforts forward. First and foremost, the importance of rigorous testing and validation before committing resources to branding initiatives is emphasized, highlighting the need for a clear and trustworthy brand identity. Secondly, the significance of early investment in skilled professionals who embody the ethos of your brand is underscored, ensuring seamless storytelling that resonates with your audience. Lastly, adopting a communication approach rooted in empathy emerges as a cornerstone for building trust and forging lasting connections with clients.
We explored the transformative power of strategic branding with expert insights from Roger Martin, empowering financial advisors to craft authentic and impactful brand identities. Join us next time as we continue our journey toward advisor success through actionable strategies and inspiring conversations. Tune in for more valuable insights and guidance!
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In this episode of 'Bridging the Gap,' Lindsey Lewis and Matt Reiner delve into the intricacies of the financial advising landscape, shedding light on the challenges and prospects that define the industry's current state. Lindsey shines a light on the industry's struggle with new advisors dropping out and the imminent wave of retirements. She stresses the need for diversity, especially with women gaining more financial influence by 2030. Both Lindsey and Matt emphasize the importance of client communication amidst industry shifts, reminding us that financial advising is more about relationships than just numbers.
They talk about succession planning, mentorship for women, and help to debunk the myth of finance being a boys-only club. Lindsey pushes for inclusivity and proactive hiring to keep talent within firms, while also talking about the changing expectations of younger professionals and how firms need to adapt. They discuss how transparency and a focus on values are reshaping recruitment and retention strategies in the industry.
This episode highlights the need for mentorship to improve retention rates, looking beyond traditional talent pools for recruits, and fostering inclusive cultures within firms. They stress the value of mentorship and support from male allies and recommend resources like 'Boundaries' by Melissa Urban to navigate personal and professional boundaries. The bottom line: the financial advising industry needs to evolve with a fresh narrative that reflects its diverse talent and potential.
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In this episode of Bridging the Gap with Matt Reiner and Sarah Woodward, an expert in workflow automation and AI, provides valuable insights into the incremental approach to automation and its transformative impact on businesses. Through discussions on fostering innovation within large corporations like Home Depot and Coca-Cola, we uncover the keys to driving continuous improvement and embracing a proactive mindset. Sarah emphasizes the importance of leadership buy-in and structured learning plans to navigate the complexities of innovation effectively.
As we delve deeper into the strategic use of automation in client experiences and meeting preparations, Sarah highlights the interplay between AI technology and human interaction. We explore the ethical considerations surrounding AI integration and the balance between efficiency and privacy. With practical advice on starting small, keeping it simple, and prioritizing continuous learning, Sarah empowers listeners to harness the potential of AI while navigating its challenges.
Join us as we bridge the gap between technological advancement and business growth, guided by Sarah's expertise and actionable insights. Together, we'll explore how automation and AI can revolutionize workflows and drive success in businesses of all sizes. Don't miss out on this enlightening conversation with Sarah Woodward, where we uncover the transformative power of technology in today's evolving landscape.
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In the latest episode of the 'Bridging the Gap' featuring Mary Schmid, trainer for financial services professionals to translate brain science to powerfully lead meaningful conversations that build trust and long lasting partnerships. Matt and Mary delve into the neuroscience of leadership and effective communication strategies. They highlight the importance of establishing an emotional connection within the first 60 seconds of interaction, known as the 'golden minute,' to engage and captivate an audience.
Their conversation extends to exploring how leaders can foster connections to unlock individual potential, navigate psychological barriers to change, and apply brain science principles to enhance client interactions. From their rich dialogue comes actionable insights for professionals in the field: engage in co-creative conversations that prioritize collaboration and shared understanding, fostering deeper relationships and client involvement. Prepare clients for change by acknowledging the uncertainty it triggers in the brain, guiding them through resistance with gentle questioning, and positioning oneself as a supportive thinking partner. Employ thoughtful and targeted questions that encourage collaboration and introspection, enabling clients to explore their emotional responses to financial decisions and addressing fears and biases effectively. This conversation highlights the significance of integrating neuroscience principles into communication strategies, emphasizing trust-building and clarity as foundational elements in cultivating successful client relationships.
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In the latest episode of Bridging the Gap Matt Reiner and guest Elle Petrillo dive deep into the realm of personal branding within our industry. Elle emphasizes the significance of crafting a well-defined personal brand, emphasizing that it extends beyond aesthetics to encompass the formalization, digitization, and monetization of one's reputation. Throughout their conversation, they stress that effective personal branding should revolve around meeting the needs of a specific target audience, compressing the trust timeline, and facilitating crucial financial decisions for clients. Matt opens up about the challenges of identifying a target audience and reinforcing the timeless nature of personal branding, underscoring that it's never too late to embark on the journey of building one's brand.
Elle and Matt jump into the impact personal branding can have on professional success, extending to speaking fees, networking opportunities, and overall industry recognition. They explore actionable strategies for brand building, including deeply understanding one's audience, crafting resonant content, and leveraging speaking engagements to showcase expertise. Elle also highlights directing your brand's focus towards serving others rather than yourself, tailoring your messaging to a detailed client avatar to ensure maximum resonance and prompt action and embracing a multifaceted approach to personal branding, incorporating both online and offline elements to establish credibility, nurture relationships, and foster long-term business growth.
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In the latest episode of Bridging the Gap, Corey Westphal founder and CEO of Mobile Assistant joins Matt Reiner to delve into the transformative impact of technology innovations in the fintech space. They explore topics like open APIs, AI in speech-to-text services, and the importance of accurate data capture. Corey emphasizes the need for advisors to adapt to new technologies and advocates for integrating efficient practices into existing platforms.
Throughout the discussion, Corey stresses the significance of structured post-meeting documentation and offers solutions like dictation templates to streamline processes. The conversation also highlights the importance of the cloud in enabling scalable infrastructure and addresses marketing strategies to illustrate the necessity of accurate transcription tools.
Looking to the future, Corey and Matt explore the potential of open architecture to revolutionize data sharing among systems, emphasizing the human element in fostering innovation. Corey points out the need for advisors to utilize existing integrations, prioritize structured data capture, and embrace open architecture to enhance interoperability and streamline workflows.
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In the latest episode of 'Bridging the Gap,' host Matt Reiner talks with Johnny Sandquist to explore cutting-edge marketing strategies within the wealth management industry. Throughout the episode, the discussion covers incredible topics that are influencing the industry today. Johnny highlights the untapped potential of influencer marketing within the investment community, offering advisors an opportunity to diversify strategies beyond traditional avenues like referrals and COIs. The conversation delves into website messaging, emphasizing a story-based structure and the crucial role of genuine interaction through tools like chatbots.
The episode explores the impact of AI on marketing and content creation, touching on efficiency and challenges within a regulated environment. The evolving industry toward a life coach model is examined, particularly focusing on behavioral finance and the preferences of younger generations for holistic services. Testimonials and case studies emerge as potent marketing tools, navigating regulatory constraints by leveraging client feedback as social proof. Johnny provides practical advice for website improvements, advocating for an audience-centric approach through a first-person pronoun audit.
The discussion turns to the future of websites, contemplating developments in virtual reality and decentralized interactions, while emphasizing the enduring importance of human-to-human elements. This episode not only unveils the dynamic landscape of innovative marketing strategies in our industry but also leaves us with a wealth of actionable insights, helping us in the industry to adapt, evolve, and embrace the transformative possibilities that lie ahead.
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In the latest episode of Bridging the Gap, your host, Matt Reiner, engages in a thought-provoking conversation with Brent Neiser, the CEO of 'What's Next with Money.' Beyond the confines of traditional financial planning methods, this episode explores the dynamic future of the industry, delving into Brent's personal journey and evolution within the financial planning landscape. The dialogue emphasizes the vital role of adaptability for the industry when addressing diverse audiences, setting the stage for an insightful exploration of Brent's innovative approach and impactful suggestions for simplifying financial advising.
This episode encapsulates the essence of Brent's wisdom and experience. The conversation highlights the crucial importance of adapting communication strategies to suit the diverse backgrounds of clients. Brent's creative approach through his YouTube channel serves as an inspiring example of leveraging digital platforms to enhance visibility and reach within the financial industry. The discussion underscores the ongoing shift towards fiduciary responsibility, emphasizing the flexibility needed in how planners serve their clients.
Brent leaves listeners with a lasting impression of the multifaceted nature of financial planning. His emphasis on listening to clients, involving them in community and family finance matters, and adopting a holistic approach underscores the evolving landscape of the financial sector. Brent's experiences and insights project a fiduciary-focused future, reminding financial planners of their significant role in shaping legacies and fostering meaningful connections.
Timestamps From This Episode:
[04:57] Financial planners are important for public policy and community advocacy. The speaker highlighted the profession's role in understanding clients' concerns and societal trends. They also mentioned their desire to volunteer with the Institute of Certified Financial Planners.
[19:34] Encourage young planners to engage in pro bono work and public involvement. It's about community concern and bringing financial knowledge to public discourse.
[30:33] Brent discusses the importance of public advertisements in funding registrations, the significance of a Certified Financial Planner (CFP), the influence of personal and public statements by professionals, and the impact of financial education and accountability.
[35:12] Brent emphasizes living a life that demands an explanation, drawing on diverse influences and embracing a multidisciplinary approach.
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In the latest episode of Bridging the Gap, Matt Reiner welcomes guest John Prendergast, CEO of Blueleaf, podcast host, and CEO of talking about media & tech in wealth management. Jump into a compelling discussion on the importance of authenticity in professional communication. Both Matt and John agree that advisors should utilize their strengths, be it writing, audio, or video, to foster genuine connections with clients. Diving into the challenges advisors face, they highlight the trap of overthinking and the liberation found in shedding self-consciousness to communicate more freely. With media evolving rapidly, John points out the fierce competition for client attention, underscoring the need for advisors to master these platforms to engage effectively with their audience.
Pushing the envelope of innovation, John embraces the necessity of risk-taking and learning from failures to advance within the industry. Both he and Matt share their personal journeys of curiosity and learning, from childhood dreams to continual self-education through various mediums. As the conversation turns to technology, John delves into the transformative power of AI in marketing and communication, from altering professional photos to deploying chatbots for client interaction. Despite the financial industry’s resistance to change, he sees huge improvements on the horizon.
John emphasizes the significance of personalized, consistent communication, leveraged through strategic AI applications, which was repeatedly stressed as key to the future of wealth management. They stress the importance of learning from setbacks and aligning oneself for continuous improvement. Lastly, John and Matt shift to the impact of modern media in the industry, and the need for advisors to adopt and excel in these platforms. Both Matt and John call for a cultural shift that highlights innovative advisors and recruits open-minded individuals who aren’t deterred by the prospect of failure. Most importantly, Matt and John reflect on the unique value advisors bring to the table through their authenticity and creative engagement with clients, positioning these qualities as the true differentiators in the financial industry. This is an informative yet insightful episode - you don’t want to miss it!
Timestamps from this episode:[07:20] Solo advisors hustle and spend time exploring the power of media and YouTube to expand their podcast. They learn from experts, apply their findings, get feedback, and progress forward.
[16:11] Encourage open-mindedness and innovation, accept failures, and seek support for experimentation in business.
[31:28] Optimize client communication by engaging regularly and considering the context to break through the noise of competing media channels. Traditional advisors should move beyond quarterly reports and scheduled calls to effectively reach clients in today's media landscape.
[44:14] John emphasizes opportunities for incremental improvement in the industry, particularly in leveraging client engagement for new offerings that can coexist with traditional financial planning. It emphasizes the difficulty of replacing existing products and the need to offer something significantly better to motivate change.
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In this episode of Bridging the Gap, Matt is joined by Stephen Oliver to delve into his wealth of experience in the world of marketing within the financial industry. Stephen emphasizes the importance of personal branding, seizing opportunities, and staying visible in a fast-moving world where AI and robo-advisors are on the rise. Throughout their conversation, they explore the concept of 'marketing incest', the detriment of mediocrity, and how authenticity and a personal connection can distinguish advisors from the competition. Drawing parallels with companies known for impactful marketing and culture-building, such as Apple and Harley-Davidson, they discuss the value of community and how companies should stay connected to their roots and personalities behind the brand.
The conversation continues to open up about the need for advisors to cultivate their personal brand and not to hide behind corporate facades. This means showcasing personal interests, embedding themselves in their clients' worlds through regular communication, and not giving up on prospects too quickly. As the conversation goes on, Matt and Stephen open up about opportunities advisors should see in everyday occurrences, and to ensure they're consistently providing value to stay top of mind for their clients. For consistent engagement and growth, advisors must take initiative daily, emphasizing the importance of incremental steps toward success.
Stephen emphasizes the importance of approaching marketing with a niche focus and tailoring communication strategies to specific audience groups to forge stronger connections. This episode is filled with marketing insights!
Listeners can follow Stephen Oliver's work and insights on marketing for financial advisors through advisorwealthmastery.com which includes links to his podcast, YouTube channel, and written works.
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In the latest episode of Bridging the Gap, Matt Reiner is joined by guest Kirk Drake, an entrepreneur with significant experience in the banking sector, particularly with credit unions. Matt and Kirk jump right in and start the conversation about AI's impact on the financial industry and shares insights into the journey of integrating innovative technologies into traditional financial institutions.
Kirk opens up about his entrepreneurial ventures from a young age, eventually finding his niche in banking, where he leverages technology. Matt and Kirk highlight how AI's transformative potential, with Kirk providing concrete examples of AI applications that have already improved his wine business’s marketing efforts, leading to increased sales. He also projects the impact AI might have on the future of banking, envisioning autonomous banking systems and personalized financial management tools powered by machine learning algorithms. The conversation also navigates the resistance towards change in the banking industry, probing the motivations for incorporating AI into current business models. Kirk talks about how AI will gradually create a competitive landscape where early adopters gain an edge.
Matt and Kirk both delve into the evolution of their roles in the industry, emphasizing the importance of navigating tech advancements to remain relevant. As the talk concludes, they explore the challenges of managing personal and business finances, touching on the frustrating manual processes that could be streamlined by AI tools. This episode is rich with insights!
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In this episode of Bridging the Gap - Matt welcomes Tom Rieman, the CEO and founding partner of Practice Intel. Tom underlines the importance of competence in the financial industry, highlighting that trust relies heavily on the advisor's ability to provide substantial help to the client. The foundations for great advice are outlined as a necessity for advisors to show capability, emphasizing that care alone does not equate to proficiency. Tom's educational journey into organizational learning has shaped his expertise and approach to financial advising, ultimately leading him to explore ways to better serve clients and redefine the advisor role.
The conversation pivots to the existing gap between consumer expectations and the traditional financial advising industry. Tom points out that although there are improvements, many clients feel that their expectations are not being fully met, with less than 15% saying advisors deliver comprehensively. He emphasizes the need for advisors to pay close attention to client satisfaction and talks about looking into other industries for innovative approaches that can lead to transformative insights. Despite some resistance within the industry, Tom states that providing irrefutable data on the consequences of ignoring client-centric metrics can be an effective way to encourage change in practice and mentality.
Matt and Tom delve into the importance of redefining value propositions for financial advisors, highlighting how advisors need to shift focus from sales towards intentionally crafting advice that resonates with client needs and values. They explore the implications of market performance on client satisfaction, arguing that advisors should develop value propositions that transcend market fluctuations to foster more stable trust. To conclude the episode, Tom explains the positive correlation between the quality of an advisor's value proposition and organic growth potential, leaving contact details and a call for collaboration to enhance the advising industry.
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In this week's episode of Bridging the Gap, Matt is joined by Chris Shuba to delve into the evolving landscape of investment management. Chris Shuba is the CEO and co-founder of Helios. They explore the significant shift in the correlation between stocks and bonds in recent years, the challenges advisors face due to this change, and how quant 2.0 models are being developed to counter these challenges by harnessing data and AI for dynamic real-time analysis to complement the long-standing knowledge of asset behaviors.
Helios's role in the financial industry sector was a key point of conversation, highlighting its custom asset management services, which effectively create unique models for each advisor. The focus was on the nuances of their offerings, such as direct indexing versus traditional methods like ETFs, and the importance of tax efficiency, scalability, and transparency. Matt and Chris also dive into the psychological impact of presenting clients with extensive portfolios and discuss the value Helios adds. Helios mission to redefine the asset management experience through a suite of services was clear, detailing how Helios assists advisors with portfolio design, communication, compliance, and education.
The episode ended with a broader discussion on the impact AI could have on the industry. AI is not just a progressive trend but a transformative force that levels the playing field for smaller companies, enabling them to compete with industry giants by democratizing knowledge. They also shed light on the necessity for a disciplined investment process and decision-making strategy to prosper in a quant-driven world. This episode shed light on insights into the quantitative revolution in investing, the challenges and opportunities it presents, and the strategies companies like Helios are employing to bridge the gap in an AI-enhanced financial era.
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In the latest episode of Bridging the Gap, Matt sits down with Eli Wachs, co-founder and CEO of Footprint, to dig into the world of data security, privacy, and the future of identity verification. They delve into cybersecurity, discussing how the reckless dispersion of personal data across multiple platforms has created a large playing ground for fraud activity seeking the least secure link in our data chains. Privacy is not about a massive deletion of data but about establishing stricter control over data access and purpose. Their conversation brings to light how technological advancements have caused an urgent need to manage and rebuild trust in the digital ecosystem.
The episode continues to delve into the shift from the idealization of big data to the growing public inclination to reclaim authority over their personal information. As Eli dives into the story behind Footprint, Eli reveals his point of realization from utilizing data for predictive models to the responsibility of securing it. Addressing the social concern, Matt emphasizes that rebuilding trust starts with small, immediate actions.
As people continue to delve into the advances technology has offered, they simultaneously recoil at the thought of personal details floating in cyberspace. Matt and Eli contemplate how people can foster a digital environment that makes life easier without compromising security. This episode of Bridging the Gap wades through the past, present, and future of our digital identities, serving as a relevant discourse for anyone invested in the safety and sovereignty of their personal information.
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This week on Bridging The Gap, Matt welcomes Christine Simone, CEO and Co-Founder at Caribou, a software to help financial advisors plan for their clients' current and future healthcare costs. Listen as they discuss the often-overlooked intersection of healthcare and financial planning.
As the founder of Caribou, Christine brings to light the crucial importance of incorporating healthcare costs into financial strategies, given that such expenses rank among the top outlays during retirement. Drawing on her diverse background spanning biology to business, Christine explains Caribou's mission. The aim is to provide advisors with effective tools to tackle this gap, emphasizing proactive and iterative healthcare planning, in addition to addressing longstanding concerns such as tax and estate planning.
The conversation delves into the complexities of healthcare systems, where numerous stakeholders, from pharmacy benefit managers to insurance brokers, often create a labyrinthine environment for consumers and advisors alike. By highlighting examples like Mark Cuban's drug company, which aims to cut out unnecessary intermediaries, Christine argues for greater transparency and consumer empowerment. She shares actionable advice for advisors, such as the critical need to reevaluate health plans during open enrollments and embrace technology that offers better-informed healthcare guidance.
Throughout the episode, Matt and Christine engage in a candid discussion about the entrepreneurial journey, challenging misconceptions about the nature of entrepreneurship. Christine's journey, starting from unexpected beginnings and addressing a key issue in healthcare understanding, demonstrates the gradual process of creating a business that genuinely meets the needs of its customers. This episode sheds light on the multifaceted world of healthcare in financial planning, providing real value and practical solutions for advisors and their clients.
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James Conole, CFP®, Founder of Root Financial Partners and host of the Ready For Retirement podcast, joins Matt on this episode of Bridging the Gap. Together, they dive into the deeper aspects of financial planning, shifting the focus away from money and toward clients' life goals. To start the episode, James recounts his journey, originally aspiring to become a baseball player and architect before discovering his passion for finance. He discusses the inception of his firm, Root Financial Partners, along with the priority of understanding clients' “why” in financial planning.
James talks about how his journey in finance was shaped by growing up with limited funds and the influence of his first boss, triggering his realization of money's broader impact on household harmony. He also explains tools such as purpose finder worksheets, aiding clients in discovering genuine motivations and proposing a shift from materialism to fulfillment.
Matt and James delve into retirement planning, emphasizing the importance of uncovering clients' deeper aspirations. They explore the intangible benefits of a well-lived life and the trade-offs associated with delaying retirement. James further elaborates on how transparency and trust-building became central themes at Root Financial Partners, advocating for an industry-wide embrace of openness rather than fearing a loss of competitive advantage. He underscores the importance of living intentionally, urging individuals to envision their legacy and align their actions accordingly.
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This week on Bridging The Gap, Matt sits down with Tammy Lee, CFP®, Founder, Fractional COO, and Implementation Specialist at RIA Strategic Implementation & Execution (RIASIE), and Financial Advisor at U.S. Capital Wealth Advisors, as she shares her wisdom on operations, innovation, and leadership. Sharing her unplanned transition from aspiring writer to entering the finance realm, Tammy discusses how a job opportunity and a practical shift reshaped her career trajectory. Starting authentically in operations due to financial needs and the appeal of a bonus for passing crucial exams, she demonstrates the adaptability and tenacity that have become hallmarks of her career.
Diving into the operational aspects of a Registered Investment Advisor (RIA) firm, Matt and Tammy discuss the critical nature of consistency and developing procedures around clients' diverse needs. Tammy stresses the value of reflective leadership, quoting a Greek philosopher to underline the importance of listening and understanding before speaking. They highlight how introverts' input, diverse perspectives, and thoughtful preparation can enhance decision-making and result in a smarter, more inclusive team. Tammy advocates prioritizing meaningful changes and the dangers of pivoting practices without careful reevaluation to enhance the client's experience.
The conversation pivots to innovation strategies, addressing the challenges faced by firms during demanding times and the imperative continuous investment in creativity. Tammy stresses the pivotal role of learning from external sources to drive innovation, citing instances from pioneering tech leaders like Google and Facebook. They finish off with concrete tactics for the audience, emphasizing an encouraging stance on advocacy and leadership. The episode reflects the idea of welcoming change, the strength of working together, and the positive impact of diverse voices in the finance industry.
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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.com’s CMO of the Year. The conversation kicks off with Kelly’s journey from a thirteen-year-old entrepreneurially-minded individual selling ideas to her grandmother, to her strategic maneuvers through various financial sectors, ultimately leading to the launch of her marketing firm. The narrative chronicles her encounters with prominent fintech companies, emphasizing the significance of purposeful marketing. Her journey mirrors a commitment to continuous evolution and adaptability within the industry. Kelly’s story serves as a beacon for aspiring marketers and financial advisors alike, proving that a deliberate path combined with experience-driven growth is a compelling formula for success.
The episode further explores the common missteps in the financial advisory community's approach to marketing, highlighting the reluctance to invest in what could be a business's most potent growth engine. Kelly advocates for a customized approach, dismantling the myth of one-size-fits-all marketing solutions in favor of personalized strategies that resonate. She explores the hurdles encountered in her entrepreneurial path, highlighting the complexities of blending personal relationships with business. Her initial experience, where friends became her inaugural clients, became a pivotal lesson that reshaped her outlook on constructing a resilient business framework.
As the conversation continues, you'll pick up valuable tips on how to match marketing plans with a company's growth goals and set clear targets for smart marketing investments. Matt examines different marketing options, delving into how to attract clients and finding a balance between immediate successes and long-term strategies. The episode wraps up with a discussion about the future of financial advice. It touches on blending technology, understanding behavior, and creating customized experiences for different clients.
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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 insights into the unique financial challenges athletes encounter. Jacob shares enlightening personal anecdotes, detailing a significant time abroad and the adjustments needed to navigate the shifting financial landscapes during the prime earning years of athletes. The conversation dives deep into the importance of financial discipline, fostering vulnerability when sharing personal stories, and the significance of being actively involved in one's financial planning process.
Matt and Jacob dissect the complexities of transitioning from the structured life of professional sports to the entrepreneurial journey. Jacob sheds light on the critical aspects of creating structure and maintaining discipline, as well as the value of continuous learning and ego management. Listeners will gain an understanding of the parallels between sports and entrepreneurship, and how these experiences impact financial and personal growth.
During the episode, Jacob opens up about the importance of trust in the wealth management industry and offers his predictions for the future. He also highlights the significance of standing out by authentically sharing experiences and emphasizes the value of content marketing. Matt applauds Jacob not only for his career transition but also for refining specialized knowledge and crafting a distinctive personal brand. This episode is not just a treat for sports and finance enthusiasts but also for anyone looking to find balance and purpose in their professional and financial endeavors.
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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 Education Outreach Advisor for the Alliance for Lifetime Income, among other roles as well.
Listen as Matt and Kristin engage in enlightening conversations on topics such as brand authenticity, the significance of transforming services into products, and the influence of social media in shaping robust brands. Leveraging her extensive experience in the finance industry, Kristin provides valuable insights into her journey from selling annuities to assisting advisors in expanding their businesses.
Kristin shares relatable analogies from Tim Ferriss's book, "Tribe of Mentors" and McDonald's success story to vividly explain how service professionals can turn their services into products. She highlights the need for systems and processes to provide consistency, while also discussing the power of personalization and authenticity in engaging your audience. Through her conversation with Matt, Kristin delves into practical insights on how advisors can effectively apply these concepts to foster the growth of a sustainable business.
Furthermore, Kristin explores important concepts like client experience and retention, as well as, the difference between success and significance. She offers her perspective on how advisors often burn themselves out in pursuit of success, suggesting a shift of focus to delivering fulfillment and happiness. Tune in to this insightful session filled with the fascinating personal journey of Kristin, who, from a thirteen-year-old with a multitude of interests, has gone on to make a significant impact in the finance industry.
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