Barron's Advisor Matt Reiner: Practical AI Use Cases for High-Growth RIAs
Sep 23, 2025
In this engaging conversation, Matt Reiner, a managing partner at Capital Investment Advisors and AI enthusiast, dives into practical AI applications in wealth management. He clarifies the noise from genuine AI use cases, such as AI note-takers for meeting summaries and CRM integration. Reiner also explores the evolving landscape of agentic AI, which automates tasks efficiently, while emphasizing that emotional intelligence remains key for advisors. His insights on managing cultural change and fostering a curious, experimental mindset are both thought-provoking and actionable.
AI Snips
Chapters
Transcript
Episode notes
Automate Meeting Notes And CRM Updates
- Use AI note-takers for meetings to auto-summarize, list action items, and draft follow-ups.
- Push vetted summaries and tasks into your CRM to remove post-meeting admin work.
Keep Humans As Editors Not Ghost Writers
- Always keep a human in the loop to review AI-generated summaries and action items before CRM push or client emails.
- Treat team members as editors rather than original authors to speed workflows safely.
Regulation Is The Biggest Adoption Barrier
- Regulation lags technology, creating compliance uncertainty for AI use across states and firms.
- That patchwork slows adoption and makes a firm-wide AI policy necessary.