Episode Number: 10

Bridging The Gap Episode 10 with Gabe Muller

Bridging The Gap Episode 10 with Gabe Muller

February 5, 2019 - 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

Innovative, storyteller, brand builder, young superstar… those are the words that help me describe our guest this week after talking with him about becoming second in command at one of the most innovative financial advisory firms in the country… and he is only in his 30’s. This week Gabe Muller joins us to talk about building an innovative financial advisory firm and how to brand the firm through effective storytelling. As the COO of Glassman Wealth, Gabe has shown an ability to grow a business, but more importantly build a brand that hinges on focusing on the client value, but innovative on how to deliver that value and staying ahead of the competition. From video content to utilizing Facebook as a communication point with clients, Gabe has brought a forward-thinking perspective to Glassman and this has helped to build the firm to over $1billion in assets under management… along with being a Barron’s top advisory firm, a financial times top 300 financial advisor and all the while being a top place to work, as they were an INC best place to work in 2018. Innovation and differentiation in the financial advisory space is what separates Gabe from the rest of the pack.

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Matt Reiner, CFA, CFP®

Matt Reiner, CFA, CFP®

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