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Latest updates on happenings and trends in the industry.

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Matt Featured In Advisor Perspectives: What Advisors Don’t Get About Brand Awareness

December 10, 2022December 21, 2022 - Matt Reiner

Did you buy a product or service in a store or online today? If so, you did something without even being aware of it. And that… Read More

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Matt Featured On Episode 387 Of The Top Advisor Marketing Podcast

November 17, 2022November 17, 2022 - Matt Reiner

Matt Reiner recently joined Podcast Host, Matt Halloran, of the Top Advisor Marketing Podcast to discuss which marketing activities Matt uses to attract the right clients… Read More

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Matt Featured On WealthManagement.com: Empathy Can Be A Differentiator For Advisors

November 17, 2022November 17, 2022 - Matt Reiner

Clients don’t want to be sold to, they want to be understood. The last few years have been stressful for everyone. A global pandemic, political turmoil,… Read More

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Matt Featured In Advisor Perspectives: Three Crucial Lessons From The Great Recession

November 1, 2022 - Matt Reiner

An old saying reminds us, “There’s no lesson in the second kick of a mule.” Once you have learned something the hard way, nothing can be… Read More

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Matt Featured In Advisor Perspectives: Beating Employee Burnout

October 10, 2022November 17, 2022 - Matt Reiner

“It’s better to burn out than to fade away,” Def Leppard sang in its hit song Rock of Ages. Maybe that’s good advice for a hair… Read More

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Matt Featured In Advisor Perspectives: How To Respond To Frustrated And Angry Clients

August 29, 2022September 1, 2022 - Matt Reiner

You’re driving down a road. Suddenly, you come upon an obstacle blocking your way. Plowing through it isn’t an option unless you’re in a Hummer. Neither… Read More

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Matt Reiner Featured In Advisor Perspectives: A Warning About Advisor Marketing

August 4, 2022August 8, 2022 - Matt Reiner

These are challenging times to market yourself as a financial advisor. There was the pandemic, whose aftershocks still rattle us. The recent upheaval in the markets… Read More

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Matt Reiner Featured In Advisor Perspectives: Why Surge Meetings Work For You And Your Clients

July 7, 2022July 13, 2022 - Matt Reiner

My calendar is loaded to exhaustion. It’s just meetings, meetings, and more meetings, one right after another. Some days it’s a challenge to find the time… Read More

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Matt Featured In Advisor Perspectives: Dr. Cole Cash and the Next Generation

June 22, 2022June 22, 2022 - Matt Reiner

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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Matt Featured In Advisor Perspectives: What Not To Do When A Financial Windfall Happens

June 9, 2022June 9, 2022 - Matt Reiner

Imagine this: You suddenly learn your Uncle Jack has died and left you a sizable sum. Sounds like a dream come true, right? Movies often portray… Read More

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Featured Stories

  • Matt Reiner Recognized as “40 Under 40” by InvestmentNews
  • Capital Investment Advisors’ Wes Moss and Matt Reiner Recognized Among the 100 Most Influential Financial Advisors by Investopedia
  • Feature In Advisor Perspectives: Creating Connection in a Digital World
  • Matt Featured In Gaining Perspective Podcast: The Technology Gap in the Advisory Profession

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

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