I’m excited to unveil my new series, Roundtables with Matt Reiner. It’s a series where I sit down over dinner with RIAs-large and small-to have meaningful conversations on the challenges and changes that we’re all seeing within our industry.
In part one of our first episode, I sit down the advisors listed below to have a valuable conversation around why our industry is historically slow in adopting new technology.
Charlie Jordan, Brightworth
Chris Kowal,Homrich Berg
Tyler Reams, SignatureFD
Mark McCarthy, CMC Financial Group
Watch part one of the series here and let me know what you think by tweeting me @MattReiner.