Matt Reiner - Becoming the Advisor of the Future

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Reiner. Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. Matt is also an author, with 3 published books, including "Ready to Be Rich" and the "Dr. Cole Cash" series, which shed light on the true value of advisors. When Matt is not managing portfolios or writing, you can find him coaching individuals one-on-one or delivering keynote speeches at conferences and corporate events.