This episode of Bridging the Gap features Matt Cosgriff, CFP®, CPFA, a prominent figure in the financial industry and fellow alum of the Schwab Executive Leadership Program.

As the Director of Wealth Management at BerganKDV, Matt leads a team of professionals who are passionate about delivering high-quality service to their clients. He joins me today to share his insights on what it takes to be a successful leader in our industry.

We delve into the essential elements of creating an environment that fosters success for your team, what drives Matt as a leader, and how we can enhance our client relationships and differentiate ourselves from competitors in the wealth management space. We wrap up the episode discussing the future of wealth management with a particular focus on how we can serve the next generation of clients and what it takes to stay ahead of the curve.

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Mentioned in this episode:

Benjamin