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Industry-Leading Insights.

Videos, articles and resources to help you keep a competitive edge.

Articles

Solicited Advice Can Cost a Fortune. Are You Getting What You Paid for?

March 7, 2023April 20, 2023 - Matt Reiner

You 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

Articles

Matt Reiner in Advisor Perspectives: Life, Liberty, and the Pursuit of Financial Wellness

February 21, 2023April 20, 2023 - Matt Reiner

A 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

Articles

How To Cultivate A Learning Environment At Your Financial Services Firm

January 23, 2023January 17, 2023 - Matt Reiner

Organizational 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

Articles

Beating The Burnout: These Powerful Techniques Will Help You Take Action

January 17, 2023 - Matt Reiner

Chances 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

Articles

Your Employees Want to Learn. But Are You Teaching Them?

December 22, 2022December 22, 2022 - Matt Reiner

Organizational 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

Articles

Raises Aren’t Enough: Here’s A New Approach To Talent Retention

October 18, 2022October 10, 2022 - 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

Articles

How Emotions Drive Our Financial Decisions And What To Do About It

October 10, 2022October 10, 2022 - Matt Reiner

In 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

Articles

Why Is It So Hard To Implement Technology?

August 11, 2022August 8, 2022 - Matt Reiner

New 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

Articles

Why Financial Advisors Should Ask More Questions

August 5, 2022August 8, 2022 - Matt Reiner

Want 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

Articles

Discussing Financial Independence With Clients

July 20, 2022July 20, 2022 - Matt Reiner

When 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

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Featured Posts

  • 8 Ways To Better Manage Client Relationships
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  • If You Want To Be The Greatest Of All Time, You Have To Keep Up With The Times
  • New Advisor? Follow These Steps To Build Your Client Base

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  • Matt Reiner Featured in Advisor Perspectives: Shouldering Stress: Your Role as ‘Atlas the Advisor’
  • Matt Reiner Featured in Advisor Perspectives: A Three-Step Blueprint to an Efficient Schedule
  • Matt Reiner Featured in Advisor Perspectives: How to Separate Emotions from Investing
  • Wealth Management Feature: Consider Spending More Time on Business Management
  • ThinkAdvisor Feature: How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing

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