Joining today's podcast from Italy, Paolo Sironi is the Global Research Leader in Banking and Financial Markets at IBM. His knowledge in fintech and technology within financial services and wealth management is extraordinary. In this episode, he shares his insights into the evolution of technology and its impact.

This conversation will make you think and spark inspiration for how you can integrate technology into your firm. 

On this episode of Bridging The Gap, Bradley Leimer, Co-Founder of Unconventional Ventures discusses the future of fintech. He’s worked behind the scenes at a variety of banks and shares the impact that banks have on technology innovation. We also discuss his new book, Beyond Good, which dives into how technology is leading a purpose-driven business revolution.

Joining us all the way from Silicon Valley, I’m excited to share this fun, intriguing conversation and how we can continue to innovate with technology in wealth management.

Paul Fenner, CFP®, ChFC®, CRPS®, Tamma Capital, joins Matt on this episode of Bridging The Gap, and discusses everything from family to business, the sacrifices it took to build his firm, the psychology of the business, and how we can overcome challenges as advisors. 

You don’t want to miss this impactful, inspiring conversation with Paul!  

Dany Martin, Partner and Wealth Advisor at Williams Financial Advisors, LLC and a recent recipient of Investment News’ 40 Under 40, joins Matt on this episode of Bridging the Gap. Dany shares his story, his journey in the wealth management industry, how he serves his local community, and more. 

Join Dany Martin and Matt Reiner in this inspiring conversation. 

Matthew Ricks, Founder of Haystack Financial Planning, joins Matt to share how he serves a segment of the economy that needs financial planning services more than anyone else out there. An inspiration to our industry, Matthew discusses how he is advancing the financial planning industry to impact more people.

Join the conversation to learn how he’s sharing his passion of serving others and doing good utilizing financial planning.

A recent recipient of Investment News’ 40 Under 40, Brett Orvieto joins Matt on this episode of Bridging the Gap. Brett is a Managing Director at Dakota Wealth Management. He shares his journey into the wealth management space, which started with his family. From the equity desk to the wealth management business, he discusses his transition, transferring a book of business from one firm to another, and the one decision he would change.

Join Brett Orvieto and Matt Reiner in this amazing conversation.

One of the best thought-leaders in our industry, Alan Moore, CEO and Co-Founder of XY Planning Network and CEO of AdvicePay, joins me on this episode of Bridging The Gap. We discuss entrepreneurship, growing in the wealth management business, and developing new ideas and opportunities, as well as leading brands, what’s next for financial planning, and more.

Listen in to this exciting conversation with one of the brightest minds in our industry.

Zachary Bouck, CIMA®,Co-Founder of Denver Wealth Management, and a recent honoree of Investment News’s 40 Under 40, joins Matt on this episode of Bridging The Gap. They discuss long-distance running, AI and its impacts on our industry, his path to where he is today, and more! You’ll find takeaways throughout this entire interesting conversation. 

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.