Season 6 / Episode 8

Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space

Host Jeff Bernier welcomes special guest Matt Reiner, and together, they explore a diverse range of topics:

Key Discussion Points:

– 🧠 The Curse of Knowledge: Discover why Matt believes it’s vital for leaders and entrepreneurs to balance their experience with adaptability and openness to new ideas within their organizations.
– 👨‍👩‍👧‍👦 Family Business Challenges: Gain insights from Matt’s personal experiences and lessons learned in the context of family businesses.
– 💼 Finding the Right Financial Advisor: Learn how to trust your instincts and build authentic relationships based on trust, comfort, and authenticity.
– 🤖 AI vs. Human Touch: Delve into the impact of AI on the financial advisory industry and why the human touch remains irreplaceable.
– 🌌 Fostering Creativity: Explore the importance of creating space for creativity, maintaining curiosity, and seeking fresh perspectives.

– Matt Reiner: CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, Atlanta, Georgia. He’s also the managing partner of Wela Strategies, focusing on the investment needs of the mass affluent.
– Jeff Bernier: CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant, and President of TandemGrowth Financial Advisors, LLC, based in Alpharetta, GA. Jeff has been providing personalized financial advice since 1986 and is the author of “The Money & Meaning Journey.”

Find Jeff’s latest release, The Money & Meaning Journey, which covers many of the same topics discussed in this podcast in more depth here.

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We’d love to hear your ideas on topics you’d like covered in future episodes! Please feel free to email moneyandmeaning@tandemgrowth.com.