Landing on the Right Strategy How many of you all have utilized a landing page within your firm? Now how many of you all have … Read More Matt Reiner - September 30, 2018
Landing on the Right Strategy How many of you all have utilized a landing page within your firm? Now how many of you all have … Read More Matt Reiner - September 30, 2018
The Future of Financial Advice A recent white paper by the CFA Institute focused on predicting the financial advisor of the future recently got me … Read More Matt Reiner - September 23, 2018
Technology Enables, Not Replaces Fidelity Investments recently teamed up with Amazon to create a virtual reality bot, as a proof of concept, to help … Read More Matt Reiner - September 3, 2018
Communicate efficiently with this one tool I have a confession to make: I’m a big superhero guy. I always have been. One thing I’ve always enjoyed … Read More Matt Reiner - August 21, 2018
The Winning Strategy If you’re a financial advisor, whether you know it or not, you’re in the middle of one of the most … Read More Matt Reiner - August 14, 2018
How We Cut Our Workload by 50% Unless you’re talking to Joel Embiid of the Philadelphia 76ers, the word “process” often has a boring connotation to it. … Read More Matt Reiner - August 7, 2018
