Press
Matt Featured In Advisor Perspectives: Dr. Cole Cash and the Next Generation
The following is excerpted from Chapter One of Dr. Cole Cash Will See You Now by Matt Reiner, available from the Amazon link on this page…. Read More
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Latest News
Articles
Will Robots Replace or Reinvigorate Financial Advisors? Other Industries May Have the Answer
Will robots replace you? It’s an ominous yet understandable question considering the rise in automation across seemingly every facet of life. Financial advisory is no exception…. Read More
Articles
Tackling Challenging Conversations With Your Clients
I write a lot on this blog about the importance of talking to your clients. Of getting to know them as individuals, listening to their hopes,… Read More
Podcast
Ep 68: Embracing the FIRE Movement with Chris Mamula
About the Show Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology… Read More
Articles
Creating A Mass Affluent Division At Your Firm
If you’re a fan of classic rock, you know that Steve Miller sang, “Time keeps on slippin’, slippin’, slippin’ into the future.” The Baby Boomers who… Read More
Articles
How To Maximize The Value Of Your Firm
You own an independent financial service or registered investment advisory firm. You’ve worked hard, built it from the ground up, and watched it prosper. So, what… Read More
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