Matt Reiner, CFA, CFP®

Matt Reiner, CFA, CFP®

💼 Managing Partner at Capital Investment Advisors | CEO at Wela | 📚 3x Author | 💡 Tech Visionary | Speaker | Coach | 📝 Chief Strategist @ The Circle | 🎧 Podcast Host

View articles by Matt Reiner, CFA, CFP®

Growing with Structure and Trust

Growing with Structure and Trust

December 23, 2024

9 likes1 comment

From Curiosity to Application in VR and Finance

From Curiosity to Application in VR and…

December 15, 2024

1 like

Breaking Free from the Hedonic Treadmill

Breaking Free from the Hedonic Treadmill

December 8, 2024

9 likes

Why Change Fails in Client Portals

Why Change Fails in Client Portals

December 1, 2024

3 likes5 comments

Embrace Naivety, Achieve Growth

Embrace Naivety, Achieve Growth

November 24, 2024

11 likes2 comments

AI’s Plateau is a Launchpad for Action

AI’s Plateau is a Launchpad for Action

November 17, 2024

1 like1 comment

Overcoming Imposter Syndrome in Pursuit of Growth

Overcoming Imposter Syndrome in Pursuit of…

November 10, 2024

3 likes1 comment

Craving Consistency and Building Trust

Craving Consistency and Building Trust

November 3, 2024

1 like

Building Progress with Checkpoints

Building Progress with Checkpoints

October 27, 2024

2 likes

The Power of No in Transforming Vision

The Power of No in Transforming Vision

October 20, 2024

2 likes1 comment

Mastering the Art of Great Questions for Meaningful Growth

Mastering the Art of Great Questions for…

October 13, 2024

4 likes

Managing Through Unsettling Times

Managing Through Unsettling Times

October 6, 2024

1 like

Embracing Change and Building Habits for Financial Success

Embracing Change and Building Habits for…

September 29, 2024

2 likes

The Power of Simple Gestures in Building Connection and Trust

The Power of Simple Gestures in Building…

September 22, 2024

4 likes

The Human Advantage in our Industry

The Human Advantage in our Industry

September 15, 2024

4 likes2 comments

How Focused Action Drives Success

How Focused Action Drives Success

September 8, 2024

4 likes2 comments

The Dangers of Overconfidence in Tech Development

The Dangers of Overconfidence in Tech…

September 1, 2024

1 like

The Choice of Red: Navigating the Ambiguity Effect in Wealth Management

The Choice of Red: Navigating the Ambiguity…

August 25, 2024

3 likes

How Comfort Kills Innovation and What I Learned

How Comfort Kills Innovation and What I…

August 18, 2024

2 likes

Advisors Key to Success - Why Optimists Outpace Pessimists

Advisors Key to Success - Why Optimists…

August 11, 2024

3 likes

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