Episode Number: 13

Bridging The Gap Episode 13 with Josh Book

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Bridging The Gap Episode 13 with Josh Book

March 1, 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

A builder of businesses, digitally focused, futurist and industry savant. Josh Book isn’t just the CEO of Parameterinsights, but rather a vital resource to any founder, CEO or COO within the wealth management space in order to understand what lies ahead in our industry and to know what your clients are not only saying, but how they are actually acting. Josh is using his experience from many of the leading

consultancies like Capgemini, PWC, and Accenture to hone in a focus on empowering wealth managers with the knowledge and tools to ensure their businesses don’t get stuck in the mud, but actually, bask in the glory of the digital future in our industry. he knows the tech and he knows the business and has the ability to hone that knowledge to deliver actionable takeaways to advisors and we are lucky enough to speak with him today.

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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.