Kevin Mahoney, recipient of Investment News’s 40 Under 40, shares his unique journey from a salary cap professional in the NFL into the wealth management industry. After moving to Atlanta and diving into real estate, a life event led to him identifying a need and a gap in wealth management. 

Join the conversation now for Kevin’s inspiring journey.

Tommy Breedlove, executive coach and a Wall Street Journal and USA Today best-selling author, joins Matt Reiner on this episode and shares actionable insights into finding ourselves in this industry.

Listen in to this life-changing conversation now.

On this episode of Bridging the Gap, we talk with Erin Voisin, CFP®, EA, MS, CDFA®, ChFC®, and Managing Director of EP Wealth Advisors. Erin is a leader of diversity in our industry! 

Erin’s initiatives include inspiring women to be more involved in the financial industry, as well as financial literacy and helping to train the youth to be more literate with their finances to create brighter financial futures. Her background, her focus, and her drive is something that we need in our industry. 

Be sure to share your questions and takeaways from our conversation with Erin!

Matt Sonnen, Founder & CEO at PFI Advisors, joins me on this episode of Bridging The Gap. We discuss how Matt became interested in wealth management, what advisors need to do to create a consistent client experience, why someone would choose to work with a financial advisor, and more.  

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.

Todd Miller, best-selling author of ENRICH, joins me on this episode of Bridging the Gap to talk about how to create time, money, and meaning. He joins us from Thailand to share how he found the way to find meaning in his life and accelerated his financial security.

In this episode of Bridging the Gap, Matt continues the conversation with Mike Langford, an innovator in the space of podcasting within financial services. In part two, Mike shares how to grow followers on a podcast, how to leverage video in a podcast, offers inspirational brands utilizing digital marketing in successful ways, and impresses the importance of being on people’s phones. 

Listen in as the conversation about the importance of digital marketing continues, and find strategic ways to grow your brand and your podcast. 

On Bridging The Gap episode 45 guest, Mike Langford discusses digital content strategy and puts it into perspective for a financial advisor. In the financial advisory industry, creating relationships and building on them is one of the most important elements of the job. Relationships are what keeps you as a financial advisor strong.

Listen in to hear what Mike has to say about using digital content strategies to create new relationships and continue current relationships.

On this episode of Bridging The Gap we are joined by Tim Kintz. Tim worked his way through the auto dealership industry and through that experience grew and understanding of the evolution of sales. He was able to recognize the training and technology needed to successfully make sales which brought him to where he is today. 

Tim has been able to transition the auto dealership sales stigma from being strictly transactional to becoming a relational transaction. 

In an industry where it is all about the sale, I was interested in how he helped sales managers grow and build relationships. What I found is that there are so many similarities in the challenges the automotive industry faces and the things we need to focus on in the wealth management business. 

Listen now to hear what Tim has to say about becoming a better salesperson, sales leader and how to make deeper, more meaningful relationships with your clients.

Relevance, value, and leadership are three very important things in the financial advisory industry. Join me and guest, Dave Coffaro, as we discuss how important these factors are in the client experience, firm success, M&A, and much more including Dave's new book "Leading From Zero". In "Leading From Zero", Dave talks about the seven essential elements of earning relevance to be a strategic leader to both employees and clients. Click here to purchase Dave's new book.