Episode Number: 42

Bridging The Gap Episode 42 with Matt Reiner

Bridging The Gap Episode 42 with Matt Reiner

March 11, 2021 - 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

Despite all of the innovation, new technologies, and disruption that is happening within the wealth management space – the HUMAN advisor is never going away. From everything from psychological and behavioral challenges to client perception and how we shape their ideas behind the value we bring them, this will not change.

In this episode of Bridging The Gap, Matt dives into a few studies around human behavior and how this adds to the case that advisors need technology but should see it as a compliment and not a threat.

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Matt Reiner, CFA, CFP®

Matt Reiner, CFA, CFP®

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