Solicited Advice Can Cost a Fortune. Are You Getting What You Paid for?
- Matt ReinerYou can’t always solve everything in house. Sometimes you get so close to a situation that you develop a contextual myopia of sorts, unable to see… Read More
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Matt Reiner in Advisor Perspectives: Life, Liberty, and the Pursuit of Financial Wellness
- Matt ReinerA recent CreditWise survey found that inflation, the economy, and money were significant sources of stress for 83%, 69%, and 66% of respondents, respectively. Those results were remarkably… Read More
How To Cultivate A Learning Environment At Your Financial Services Firm
- Matt ReinerOrganizational knowledge is one of the most valuable resources at a company’s disposal. Training modules packed with instructions and best practices help educate new hires. Official… Read More
Beating The Burnout: These Powerful Techniques Will Help You Take Action
- Matt ReinerChances are no one’s ever accused you of being allergic to hard work, nor should they. But these days something is…different. It’s not just the hours…. Read More
Your Employees Want to Learn. But Are You Teaching Them?
- Matt ReinerOrganizational knowledge is one of the most valuable resources at a company’s disposal. Training modules packed with instructions and best practices help educate new hires. Official… Read More
Raises Aren’t Enough: Here’s A New Approach To Talent Retention
- Matt Reiner“Never let a good crisis go to waste.” When he coined the maxim, Winston Churchill was referring to leveraging the chaos of World War II to… Read More
How Emotions Drive Our Financial Decisions And What To Do About It
- Matt ReinerIn 2002, Jack Whittaker won the Powerball lottery and received a gargantuan cash windfall — $314 million, the largest undivided prize in history at the time. … Read More
Why Is It So Hard To Implement Technology?
- Matt ReinerNew technology frequently has so many fresh features it can be overwhelming. And that’s the last thing busy professionals need, right? So, rather than face the… Read More
Why Financial Advisors Should Ask More Questions
- Matt ReinerWant to know a secret? There’s a fast and straightforward way for financial advisors to gain new clients and improve communication with existing ones. It’s so… Read More
Discussing Financial Independence With Clients
- Matt ReinerWhen you ask your clients to define their personal goals, you probably hear this answer a lot: financial independence. Sounds great, right? Who doesn’t want to… Read More