The Connected Advisor
The Blueprint for Growing a Wealth Management Firm
The Blueprint for Growing a Wealth Management Firm with Matt Reiner
Episode 021: In this episode of Milemarker’s Connected Podcast, I sit down for a conversation with Matt Reiner, Managing Partner at Capital Investment Advisors and CEO at Wela Strategies.
A thought leader in practice management for advisors, Matt shares his insights on the importance of self-awareness and mindfulness in becoming a better business owner. He also emphasizes the value of human financial advisors and the need for advisors to focus on their unique value to serve clients better.
Key takeaways from the episode:
Delegation is a skill that requires self-awareness and the ability to let go of perfectionism.
Innovation is not just about technology, but it’s also about mindset, process, and technology.
The true value of financial advisors extends far beyond investment management.
Good integration with technology requires close collaboration with providers and custodians.
The episode is available now on your favorite podcast platform:
While there, please don’t forget to Download, Like, and Subscribe.
If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.
Kyle Van Pelt
