There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about that!

On this episode of the show, Matt Reiner returns to nerd out with Mike Langford about some of the exciting innovations that are creating new opportunities for modern financial advisors.

If you would like to follow up with Matt Reiner, shoot him an email.

Resources Mentioned In This Episode:

The Circle - Matt and his team have created a vibrant community to share actionable strategies, weekly, to enhance your life, elevate your business and enrich your client experience.
"Your Future Self" by Hal Hershfield - Matt recommended this book in the context of understanding our decision making process.
Harry Markowitz - The father of modern portfolio theory passed away in 2023. The guy who created the foundation for the models that financial advisors use for managing their clients' assets only recently passed away!
When Ideas Have Sex - A TED Talk by Matt Ridley that inspired a fun conversation in this episode.