Videos, articles and resources to help you build a FutureProof advisory firm.
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… Read More
“The advance of technology is based on making it fit in so that you don’t really even notice it, so it’s part of everyday life. —… Read More
The phrase “negative space” comes from photography. In an image, there’s the positive space or the subject of primary focus, and then there’s everything else. Envision… Read More
“When something bad happens you have three choices. You can either let it define you, let it destroy you, or you can let it strengthen you.”… Read More
Remember that scene in The Wizard of Oz where Toto pulls back the curtain to reveal that the wizard is just some guy? COVID-19 is the… Read More
Technology keeps creeping ever deeper into our daily lives. From smartphones that keep getting smarter and smarter to self-parking features built into new model cars, its… Read More
In the early 20th century, it was common for saloons to offer a free lunch buffet to customers who bought at least one drink. This was a… Read More
Not too familiar with the term VR? It’s not a term we use everyday in the financial advisory space, but Fidelity is showing us all how… Read More
One of my favorite sports debates is the definition of the Greatest of All Time. I’m especially intrigued by how sports legends from earlier eras would… Read More
What do clients want from their financial advisors? That question is a regular topic of conversation on my podcast, Bridging the Gap. The short answer, according… Read More