FutureProof Advisor Podcast

FutureProof Advisor Podcast

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

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Episoder(200)

How to Engage Your Audience Through Content with Derek Pollard

How to Engage Your Audience Through Content with Derek Pollard

Derek Pollard, Founder at Constellar Creative, Content Specialist, Author, Editor, and Educator to the younger generation joins Matt to discuss audience engagement with your content.Derek shares how y...

7 Sep 202249min

Avoiding Common Marketing Mistakes with Alex Cavalieri

Avoiding Common Marketing Mistakes with Alex Cavalieri

Alex Cavalieri, Co-Founder and CEO of Advisor I/O (formerly Seven Group), Managing Director and Head of Marketing and Strategy at CION Investments, and host of "The Advisor Lab" podcast, joins me toda...

31 Aug 202240min

Navigating Your Financial Journey to Bliss with Kelley Long

Navigating Your Financial Journey to Bliss with Kelley Long

Kelly Long, Financial Coach, Financial Wellness Expert, Consultant, Freelance Content Creator, and Founder of Financial Bliss, joins me on this episode of Bridging The Gap. We discuss the energy of mo...

24 Aug 202247min

Helping Women Understand Their Wealth with Amanda Campbell

Helping Women Understand Their Wealth with Amanda Campbell

Joining me today on Bridging The Gap is Amanda Campbell, Certified Financial Planner™, Certified Divorce Financial Analyst®, Senior Vice President at Wealthspire Advisors, and a member of 2021 Investm...

17 Aug 202239min

Guiding Your Client's Financial Journey with Dave Connolly and Moira Summers

Guiding Your Client's Financial Journey with Dave Connolly and Moira Summers

We’re joined by two guests on today’s episode of Bridging The Gap. Dave Connolly, CEO and Co-Founder of Knudge, and Dr. Moira Summers, Financial Psychologist and Executive Coach, share how they help b...

10 Aug 202243min

Legal Representation & Future Regulations for RIAs with Max Schatzow

Legal Representation & Future Regulations for RIAs with Max Schatzow

Max Schatzow, Founder at RIA Lawyers LLC, joins Matt from Princeton, New Jersey, on today's episode. A former bat boy and clubhouse attendant for the Baltimore Orioles, we could talk sports all day lo...

3 Aug 202234min

The Importance of Creating Quality Content with Zoë Meggert

The Importance of Creating Quality Content with Zoë Meggert

This was such a fun and interesting conversation with Zoë Meggert, CEO of Perfectly Planned Content, LLC. We discuss the importance of your content calendar and marketing funnel, challenges for adviso...

27 Jul 202238min

Innovation and Entrepreneurship in the Financial Industry with Sabine VanderLinden

Innovation and Entrepreneurship in the Financial Industry with Sabine VanderLinden

Sabine VanderLinden, ‘The InsurTech Queen’ herself, joins me all the way from London on this episode of Bridging The Gap. Sabine is a pioneer in building digital business ecosystems, an author, entrep...

20 Jul 202238min

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