Thursday Email - Top 5 Podcasts

Author

Matt Reiner
November 23, 2023

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.

This week I wanted to share our top 5 most listened-to podcasts of 2023 for Bridging the Gap. My heartfelt thanks go out to our dedicated listeners and guests who have made our podcast a huge success. In appreciation, I'm thrilled to share insights from our top 5 most-listened-to episodes, each packed with valuable discussions and impactful perspectives. Join me in revisiting these episodes that have resonated deeply with our discerning financial community.

Utilizing CPAs as COIs to Increase Productivity with Anton Anderson

In this episode, Anton Anderson, CEO of Elite Resource Team, discusses the crucial topic of leveraging CPAs as centers of influence for financial advisors. Covering traits to look for in a CPA, the advisor-CPA dynamic, and strategies to enhance productivity, Anton emphasizes the need to move away from outdated referral models for sustainable growth in the industry.

Balancing Psychology, Money, and Client Expectations with Daniel Crosby

On this episode of Bridging The Gap, Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, explores the intricacies of making clients comfortable when discussing data and finances. The conversation delves into rewiring the human brain for challenging discussions, understanding client goals, and anticipating the future of technology for enhanced personalization in financial services communications.

Improving Your Impact During Client Interactions with Carl Richards

In this episode, thought leader Carl Richards, creator of The Behavior Gap and Certified Financial Planner™, shares insights into reshaping client expectations and fostering emotional connections. The conversation delves into the nuances of what clients can and cannot control, offering valuable perspectives on making transformative changes as an advisor for exponential business growth.

Thinking Beyond Wealth: Unleashing the Power of Generosity with Bob DePasquale

In this episode of Bridging The Gap, Matt Reiner and Bob DePasquale explore the profound impact of generosity, discussing various forms of giving and their positive effects, from attracting top talent to fostering emotional connections. Bob's personal stories and insights unravel the intricate relationship between financial planning, life purpose, and the transformative power of generosity on individuals and society.

Expert Tips For Transformational Growth In Your Financial Services Firm with Brian Carney

In this episode of Bridging The Gap, Brian Carney, CEO at RiversEdge Advisors, LLC, takes us on his non-traditional journey into wealth management, emphasizing the significance of building client relationships and understanding the emotional aspect of money. Brian and Matt explore strategies for growing wealth management businesses through streamlined processes, operational improvements, and attracting young professionals to the financial services industry.

The best is ahead!

-Matt