About the Show

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.

About the Topic

Nelson Greene, VP of Business Development at Benjamin, shares his knowledge and experience of working in banking, wealth management, and custodial businesses, and how these apply to financial advisors.

On this episode, we discuss the importance of financial advisors, the three verticals of why adoption of innovation is so difficult in our industry, and building client experiences around thoughtfulness.

Host

Matt Reiner, CFA, CFP®

I’ve been fortunate to be around the wealth management business for over 25 years. Along with this, I’m also the CEO of a tech startup. These experiences have given me a bird’s eye view of both the technology and financial services spaces.