Episode Number: 01

Bridging The Gap Episode 01 with Nathan Lee

Podcasts

Bridging The Gap Episode 01 with Nathan Lee

November 13, 2018 - Matt Reiner

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 guest
Nathan Lee’s background is rich with experience in both digital marketing and CRM management, but more uniquely, he has the experience with both of these within the space of financial services. Nearly 2.5 years serving as the Chief Operating / MarTech Officer. And more recently he spent over 2 years as the director of marketing of one of Atlanta’s largest RIAs, Signature FD.

Nathan has experience marketing and building a brand for a small company while instituting innovative and forward-thinking initiatives in large established RIAs. He’s also shown extreme foresight and the necessary skills to continue innovating within our industry.

New episodes are released every Tuesday at 11 am. Subscribe, rate, and review Bridging The Gap here:

Follow Matt on Social

Latest Episodes

Ep 262:Why Your AI Isn’t Delivering ROI

The reason most AI pilots fail isn't the technology — it's the execution. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the theme running through all of them is the same one I keep coming back to: change...

Ep 261: What Happens after the AI Hype?

  The gap between what AI can do and what most firms are actually getting out of it isn't a technology problem — it's a process problem. In this episode of The FutureProof Advisor, I explore why so many firms are stuck in what I call pilot purgatory:...

Ep 260: Q&A: Why Successful Firms Struggle to Innovate

There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the thread running...

Ep 259: AI Isn’t Killing Jobs. It’s Creating a New Economy.

  The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happening in the labor market, why the current moment looks more like...

Ep 258: AI Doesn’t Create Value. Your Process Does.

  The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the first place. In this episode of The FutureProof Advisor,...

Listen to the Latest Podcast

Matt Reiner, CFA, CFP®

Matt Reiner, CFA, CFP®

HOST

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.