The Advisor Lab by CION

Episode 94: Scaling Your Practice Without Letting Client Satisfaction Suffer: A Conversation with Matt Reiner


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In this episode, we sit down with Matt Reiner. Matt is a partner of Capital Investment Advisors, a $2.8B RIA in Atlanta, managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent, and the founder of Benjamin - a tech platform that helps advisors streamline time-consuming tasks and allows for greater client engagement through technology.

Matt is all about maximizing his time and impact, and in this episode, we dive into his journey of how he's able to build and maintain so many growing businesses.

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