How should you set up your operations to be successful and earn money as a financial planner or advisor firm? In this video, Matt Reiner shares tips for RIAs, independent advisors, and wealth management firms. Whether you are already successful or just starting out, here are tips that can help you improve your firm.
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Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.