Gehen Sie mit der App Player FM offline!
Matt Reiner - The Path to Becoming the Advisor of the Future: Strategies for Building a Modern Advisory Practice
Manage episode 379534878 series 1454631
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.
347 Episoden
Manage episode 379534878 series 1454631
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.
347 Episoden
Alle Folgen
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.