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

Josh Nelson, CFP® , Founder and CEO at Keystone Financial Services, joins Matt Reiner on this episode of Bridging The Gap. Josh gives tips on how he grows and markets his own podcast, shares his perspective on the financial services industry, and discusses why advisors are going to be forced to change – which, as it turns out, maybe they won’t.

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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.