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
Markets are emotional, and money causes people to be irrational. It’s our job as financial advisors to manage both emotional and potential irrationality. We are psychologists who help people manage their money.
On this episode, we discuss the ability to explain the “why” of certain aspects of the financial advisory industry with our clients to help reduce fears, worries, and irrationality and work with our clients toward their financial goals.
Host
Matt Reiner, CFA, CFP®
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.
