Episode Number: 34

Bridging The Gap Episode 34 with Matt Reiner

Bridging The Gap Episode 34 with Matt Reiner

November 3, 2020 - 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 Topic

We’re back with the new season of Bridging the Gap, and we’re looking at what has happened to the financial advisory industry in the midst of COVID-19. The financial advisor industry has recently experienced an uncomfortable transition. This was a first of its kind scenario: advisors had to react and push forward without a prior checklist of items to check off. In the past, we’ve been able to react to market-related events. The COVID-19 pandemic turned our entire industry on its head. We look at how financial advisory firms responded.

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