Matt Reiner - The Path to Becoming the Advisor of the Future: Strategies for Building a Modern Advisory Practice

Standard Deviations with Dr. Daniel Crosby

Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

1+ y ago 46:57

MP3•Pagina episodului

Tune in to hear:

- Matt interviewed hundreds of advisors and leaders in their space to gather how they envisioned the future of financial advice. What themes or common threads started to emerge in these interviews?

- How, specifically, might things become "more human" moving forward in the financial services industry?

- Why does Matt believe that advisors should never lower their fees?

- Matt published a video 3 years ago about how advisors should approach AI. What did he say then and how might he shift his advice now, if at all, considering the current landscape of AI?

- Why is transparency so important for advisors and what does this often look like?

- Why does Matt see a need for innovation labs and what might these look like? What have the failures of the past taught him about how to do this in the right way?

https://www.mattreiner.com

Compliance Code: 2441-OAS-9/1/2023

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

310 episoade