Thursday Email: Listeners top 5 episodes

January 04, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

As we continue to jump into 2024, I'm thrilled to share the top 5 episodes of Bridging the Gap, as chosen by you, our listeners!

Your engagement has shaped our podcast journey, and these episodes reflect the conversations that resonated with you the most. From discussions on innovation to conversations with industry leaders, each episode represents a unique facet of the Bridging the Gap experience.

Let's dive into the listener’s top picks of 2024!

In this episode with Kelly Waltrich, CEO of Intention.ly, we unpack the difficulties of purposeful marketing. We delve into customized marketing approaches, blending personal relationships with business, and set the stage for a futuristic discussion on the evolution of financial advice. Kelly emphasizes the power of deliberate marketing and growth!

Join me and Justin Castelli, Founder of RLS Wealth, as we explore the aspects of the mind, body, spirit, and finances. Justin's personal journey from an aspiring basketball player to a thought leader - Justin sheds light on creativity in the industry and overcoming apprehensions in forming deeper connections with clients. The episode presents life-planning conversation examples and envisions a world embracing authenticity.

In this power-packed episode, I have the honor of talking with an industry powerhouse Kristin Shea. Our conversation revolves around brand authenticity, transforming services into products, and the impact of social media on robust brands. Kristin's wealth of experience offers insights into the journey from selling annuities to guiding advisors in business expansion.

In this episode, I am joined by Angel Gonzalez, CMO and Co-Founder at Snappy Kraken, who joins me to delve into the captivating world of AI and ChatGPT. Angel shares how ChatGPT serves as a thought partner, idea generator, and assistant, exploring the future of technology and its potential in the wealth management industry.

Join the conversation with Matt Halloran, CRO and Co-Founder of Proudmouth, and host of "Top Advisor Marketing," and myself as he provides a wealth of marketing tips. From leveraging social media to the significance of podcasting and niche marketing, Matt Halloran guides advisors to elevate their marketing strategies.

The best is ahead!

-Matt