The Investipal podcast
The future of advice.
With Matt Reiner
Loads the YouTube player when selected.About this episode
Matt Reiner, introduced as Managing Partner at Capital Investment Advisors and Wela Strategies and creator of Future Proof Advisor, reflects on growing an advisory firm and launching and closing a technology startup. He shares his outlook on AI and virtual reality in workflows, training and client relationships, and the mindset and innovation needed to serve clients and scale sustainably.
Discussion themes
- Lessons from growing an advisory firm and launching and closing a startup.
- Matt’s outlook on AI and virtual reality in workflows and training.
- Innovation, client relationships and sustainable growth.
- The mindset advisors need to stay relevant.
These notes summarize the original episode description. They are not a transcript.