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
An industry vet, early adopter, visionary, solutions expert. Those are just some of the words that come to mind after my discussion this week with Jarrod Upton of Herbers & Company, a firm that focuses on helping financial advisory firms grow…organically. And Jarrod and I relate on many things, but mostly our “Why” for doing what we do… to help other advisors scale and create efficiencies to impact and serve more humans! During his time at United Capital, Jarrod helped to scale divisions of the business and create a focus on the mass-affluent division while also enhancing the technology and user experiences that clients had when interacting with United Capital. Jarrod knows this business, he has been a practitioner, a leader and now a trusted partner. And today, I’m sure you will get more than just a few ideas on how to better your firm.
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