Matt Reiner
CFP and CFA who is managing partner at Capital Investment Advisors, a multi‑billion dollar RIA; focuses on practical AI adoption in wealth management and hosts the Future Proof Advisor podcast.
Best podcasts with Matt Reiner
Ranked by the Snipd community
Sep 23, 2025 • 57min
Matt Reiner: Practical AI Use Cases for High-Growth RIAs
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.
Sep 8, 2023 • 22min
80. How to use ChatGPT (w/ Matt Reiner)
Financial advisor Matt Reiner and AI expert discuss the importance of embracing innovation in the advisory industry. They explore the concept of 'lazy man's utopia' and the need for advisors to become more innovative and efficient. They also discuss the power of content creation and how technology has allowed advisors to build personal relationships with a wider audience. The podcast delves into the practical steps advisors can take to start using ChatGPT and overcome objections to adopting new practices. They also highlight the potential of AI tools in various areas.
