The Advisor Lab by CION

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


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

The Advisor Lab by CIONBy CION Investments

  • 5
  • 5
  • 5
  • 5
  • 5

5

20 ratings


More shows like The Advisor Lab by CION

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

229,657 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,213 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners