Heather is the Chief Compliance Officer and Chief Operations Offer and a Partner at SignatureFD, a multi-billion dollar RIA here in Atlanta. Heather is an extremely impressive professional in our industry who’s insights and views are well-respected across RIA’s and institutions. Heather has an ability and a knack to instill a culture of service and amazing experiences in her teams, and pushes her firm to think bigger and more innovative than anybody else out there. She’s by far one of the hardest working people I know in the industry, and one of the brightest and sharpest minds in our industry today. We are extremely lucky to have Heather here and to talk about the industry today and in the future.

Admired, influential, leader and client-centric... these are just a few of the words that I took away from my conversation with Trevor Wilde. Trevor is the managing director and an investment advisor representative for his firm Wilde Wealth Management Group. The focus they have in their firm is simple... they are there for you and your family today, tomorrow and the next generations. And Trevor has built the firm from the ground up. With 20 years of experience, Trevor has seen the changes that have occurred in our industry, adapted to them and continued to thrive in building a successful and impactful firm. And today we get to hear his vision to the future and what helped get his firm to the point it is at today.

Innovative, an architect of tech, experienced and driver of change... these are just some of the words and phrases that we took away from our conversation with the CTO of CornerCap Investment Counsel, Kevin Keeney. Kevin, lightly put, is experienced in building technology that drives impactful change for both financial services and non-financial services firms. His experience outside the industry allows for a unique perspective to execution and strategy inside our industry. With a background and focus in aspects of machine learning, Kevin has foresight and experience into where tech is going and today, we discuss that with him.

Industry veteran, a constant learner, tech-forward and visionary. These are just a few of the words that describe the conversation we had with the president and founder of Centorbi Financial Group. After becoming a full time agent for Franklin Life Insurance in 2001 (the company his dad worked for as well), Chad set out to build the wealth management arm for the business. And 3 years later he had done just that and created the wealth management arm for Franklin LIfe Insurance. Now, Centorbi Financial Group is a visionary RIA that is focused on adopting, implementing and integrating technologies to create operational efficiencies while providing a valuable and differentiated client experience. In this interview, we get to talk with Chad about the journey to innovating within financial services.

Futurist, realist, enthusiastic; These are just a few of the adjectives that describe the person and the conversation we had with Roger Whitney from WWK Wealth Advisors. Roger has over 20 years of experience working with families on how to build the ultimate retirement. He's a leader in spreading his knowledge through his well-read content and his highly listened to podcast "The retirement answer man." And today we get to talk to him about the present and future of our industry.

Industry pioneer, innovative, cutting edge and Fintech leader. These are just a few of the many words that come to mind from my conversation with Eric Clarke. Eric is the CEO at Orion Advisor Services. Orion is a holistic software solution for financial advisors built to help firms become integrated and streamlined with powerful technology. Eric started Orion as a solution to help one of their sister companies, but has now expanded to serve over 1,800 financial advisors and serves more than one-third of all billion-dollar RIA firms in the country. And recently Eric was named as one InvestmentNews Innovators for 2019 and today we are lucky enough to have Eric on the show to talk through the innovations that are happening within our industry today.

Industry influencer, growth mastermind, successful entrepreneur and limitless... these are some of the words I took away from my conversation with Stephanie Bogan. Stephanie has done it all in our industry from building a company that went on to sell to a Fortune 200 company and then helping lead client experience for United Capital. Stephanie has taken the knowledge from her days as a startup to working at influential larger companies to help spark success and growth for other financial advisors across the country. Stephanie's passion is to help advisors and executives in our industry achieve unlimited success, wealth and happiness and her experiences drive these solutions. And today we are lucky enough to talk through some of this with Stephanie

As an added bonus for listeners of Bridging the Gap, Stephanie is providing a free copy of her ebook, The 5 freedoms of limitless advisors. Download it here: https://limitlessadviser.stephaniebogan.com/optin30252582

We're back and better than ever. We're kicking off season 2 of Bridging the Gap with Dave Grant, founder, and financial planner at Retirement Matters.

Trendsetter, fee-only advocate, internationally known, and industry leader are just some of the adjectives used to describe Dave. He's got plenty of experience in both the finance + tech industries so it's only right we have him kick off season 2.

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Season 2 is coming: Thanks to all of our incredible guests and most importantly our listeners for making Season 1 of Bridging The Gap a huge success. We took a chance on starting a podcast that brought together the best of finance and technology in hopes of helping the brightest minds in both industries come together to solve the problems of today.

Season 2 is coming just around the corner and we plan on making it even better. In the meantime, take a look back at some of the conversations we had in season 1 with advisors, CEOs, technologists, marketers and more about bridging the gap between technology and finance.

Game-changer, builder of repeatable processes, operationalist and technologist... these are just some words and phrases I tookaway from my conversation with Kristen Schmidt of RIA Oasis. Kristen has such a passion around helping financial advisors build efficient andoperationally sound businesses, that she started her own consulting firm solely focused on financial services! After spending time working as an operations manager and then an implementation manager, Kristen spent time being an independent consultant with United Capital before going off on her own to really help advisors scale. Kristen understands the needs of leveraging technology, but more importantly the need for getting your processes in order first. This conversation isn't just engaging, it's packed with actionable takeaways.