Great discussion about innovations in wealth management on the "Bridging the Gap" podcast

By Josh Book

Big thanks to Matt Reiner, CEO/Co-founder of Wela, for having me on the Bridging the Gap Podcast. We chatted innovation, data, customer insights, business models, trends and more in the wealth management space. If you work in the wealth management space it’s definitely worth subscribing to. Check out our discussion in the links below. If you have any questions/comments/feedback don’t hesitate to reach out!

Apple iTunes:


Josh Book