Matt Reiner - The Path to Becoming the Advisor of the Future: Strategies for Building a Modern Advisory Practice

from Standard Deviations with Dr. Daniel Crosby · host Matt Reiner, Dr. Daniel Crosby

Tune in to hear: - Matt interviewed hundreds of advisors and leaders in their space to gather how they envisioned the future of financial advice. What themes or common threads started to emerge in these interviews? - How, specifically, might things become "more human" moving forward in the financial services industry? - Why does Matt believe that advisors should never lower their fees? - Matt published a video 3 years ago about how advisors should approach AI. What did he say then and how might he shift his advice now, if at all, considering the current landscape of AI? - Why is transparency so important for advisors and what does this often look like? - Why does Matt see a need for innovation labs and what might these look like? What have the failures of the past taught him about how to do this in the right way? https://www.mattreiner.com Compliance Code: 2441-OAS-9/1/2023 Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Episode metadata supplied by the publisher feed · Published Oct 12, 2023

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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Reiner. Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. Matt is also an author, with 3 published books, including "Ready to Be Rich" and the "Dr. Cole Cash" series, which shed light on the true value of advisors. When Matt is not managing portfolios or writing, you can find him coaching individuals one-on-one or delivering keynote speeches at conferences and corporate events.

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Matt Reiner - The Path to Becoming the Advisor of the Future: Strategies for Building a Modern Advisory Practice

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This episode is 46 minutes long.

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This episode was published on October 12, 2023.

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