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Unleashing Your Financial Firm's Growth Through Effective Leadership with Matt Cosgriff
Episode 11012th April 2023 • Bridging The Gap • Bridging The Gap
00:00:00 00:38:27

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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.

Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:

www.mattreiner.com

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Mentioned in this episode:

Benjamin

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