Minisode -- The Technology Gap in the Advisory Profession

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About This Episode

Financial firms are not growing and not adapting as quickly as businesses in other industries. Slow to employ new technologies, look at client segmentation, and consider new outlets for client growth, the financial industry seems stuck in a bygone era.

About Our Guest

Matt Reiner is determined to address those problems. He is both a CFA and CFP and a partner of Capital Investment Advisors, a $3+ Billion RIA in Atlanta, Georgia. Matt is also the managing partner of Wela Strategies, a smaller RIA that deals with the investment needs of the mass affluent.

After spending years as both a financial manager for individuals and helping to lead these two RIAs, Matt founded Benjamin, an AI fintech company that serves the financial advisor industry. The company was created for advisors by advisors, and Matt used both Capital and Wela as testing grounds for his technology. Benjamin helps hundreds of firms across the country streamline time-consuming tasks and allows for greater client engagement through technology.

Show Notes

Here is a link to our upcoming Thought Leader Summit, where you can sign up for the session Matt is hosting on August 24 at 12:30pm ET. Here is a link to the Benjamin web site. Here is a link to the site, which Matt created to serve his passion to help other financial advisors grow in their knowledge of practice management, help them evaluate their technology needs, and inform them on what’s new in the industry. On this site, you will find the Bridging the Gap Podcast, where Matt talks with top industry leaders about emerging trends, client best practices, and challenges financial firms face every day.