October 19, 2023

Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space

41 minutes

Host Jeff Bernier welcomes special guest Matt Reiner to explore a wide range of topics that are at the forefront of the financial advisory world:

The curse of knowledge: Learn why it's crucial for leaders and growing entrepreneurs to balance their experience with a willingness to adapt and allow new ideas to flourish within their organizations.

Unique challenges of family businesses: Matt shares his personal experiences and lessons learned from working in a family business.

Finding a financial advisor: Learn how to trust your instincts and build a relationship that's based on trust, comfort, and authenticity. The authentic culture of a firm will ooze from its employees.

Are financial advisors at risk of being replaced by AI? Jeff and Matt discuss how AI is transforming the industry and why the human touch remains invaluable. They explore the evolving value proposition of financial advisors and how AI can ultimately benefit clients.

Creating space for creativity: Being purposeful with time and allowing oneself to become bored can be helpful for fostering creativity. Matt encourages maintaining a constant level of curiosity and looking beyond one's immediate field of expertise to gain new perspectives and ideas.

Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, a RIA that deals with the investment needs of the mass affluent.

Jeff Bernier is a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant, and President of TandemGrowth Financial Advisors, LLC a RIA in Alpharetta, GA. He has been providing personalized financial advice to individuals and families since 1986. Jeff is the author of The Money & Meaning Journey: A guide to clarity, financial confidence, and joy.

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By moneyandmeaning