I’m excited to unveil my new series, Roundtables with Matt Reiner. It’s a series where I sit down over dinner with RIAs-large and small-to have meaningful conversations on the challenges and changes that we’re all seeing within our industry.
In part one of our first episode, I sit down the advisors listed below to have a valuable conversation around why our industry is historically slow in adopting new technology.
Charlie Jordan, Brightworth
Chris Kowal,Homrich Berg
Tyler Reams, SignatureFD
Mark McCarthy, CMC Financial Group