In a recent feature by ThinkAdvisor, LUMINARIES winner Matt Reiner describes himself as a “recovering perfectionist” who puts “thinking time” on his calendar.
In an increasingly complex world, why should financial advisors be spared from escalating challenges? Indeed, they’re not. Here’s the scenario as seen by advisor and entrepreneur Matt Reiner:
“There’s more noise. There are multiple opinions being thrown around. Sometimes advisors have to be on the defensive and become the psychologist more than ever because they’re dealing with all these outside, uncontrollable influences,” argues Reiner, the 36-year-old founder and/or partner of three financial firms, in an interview with ThinkAdvisor.
Included in that list are Benjamin, an artificial intelligence fintech company that Reiner co-founded and of which he is CEO, and Capital Investment Advisors, with $4.3 billion in assets under management, which is focused on “the millionaire next door” and of which Reiner is a managing partner.
The third firm is Wela Strategies, an RIA serving the mass affluent. Reiner, a chartered financial analyst and certified financial planner, is co-founder and managing partner…
Read the full article on ThinkAdvisor.com