Topic: The AI Edge: Practical Strategies to Revolutionize Efficiency and Client Experience
Speaker: Matt Reiner, CFA, CFP® - Capital Investment Advisors
Description: Innovation is all around us, especially with the rise of Artificial Intelligence (AI). The challenge isn’t a lack of information but understanding how these advancements impact us. The rapid pace of AI shows that the future will include it, and we must learn how to use it to enhance client experiences and improve internal processes. This session focuses on practical AI applications for wealth managers, offering tools to serve clients better both today and in the future. It’s not about "if" AI will play a role, but "how" we can effectively integrate it into our work.
Learning Objectives:
- An overview of how Wealth Management/Financial Planning stands to be impacted by AI.
- Actionable steps advisors and planners can take to implement AI in their daily routines.
- Insights into how these changes will enhance the client experience.
About the Speaker: Matt Reiner, the FutureProof Advisor, is a visionary leader in financial services known for merging technology, innovation, and leadership to drive growth in wealth management. With over 15 years of experience, he has transformed the RIA landscape through his roles as Managing Partner at Capital Investment Advisors and CEO/Co-Founder of Wela Strategies. Under his leadership, CIA has grown from $800 million during the 2008 crisis to over $6 billion in AUM today, expanding to five offices nationwide and ranking in the top 1% of organically growing RIAs in the U.S.
Matt is a nationally recognized expert in financial technology and client-focused advising. He regularly speaks at industry-leading events like Schwab Impact, RIA Edge, T3, and Inside ETFs, sharing insights on how advisors can adopt innovation to elevate their client experience and future-proof their practices. His expertise has been featured in top outlets including The Wall Street Journal, Barron’s, WealthManagement.com, Financial Advisor, and InvestmentNews.
A two-time Amazon best-selling author, Matt has written Dr. Cole Ca$h – Will See You Now and Ready to Be Rich, which offer advisors actionable strategies for staying relevant in a fast-changing industry. He also hosts The FutureProof Advisor Podcast, where he interviews top thinkers shaping the future of financial advice.
Matt holds a BA in Finance from Arizona State University and is both a CFA and CFP. As a past participant in the World Economic Forum’s Young Global Leaders program, he’s advised hundreds of firms across the country on adopting technology and embracing the future of advice.
Widely regarded as an advocate for the profession, Matt has been named a “Top 10 to Watch,” earned 40 Under 40 honors from InvestmentNews, and was a nominee for WealthManagement.com’s Thought Leader of the Year.
Questions: Contact Sarah at admin@austinfpa.org.