35 min
Ep 072: Matt Reiner: The ROI of Technology and Innovation The Evolving Advisor Podcast
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- Investing
In this episode, Jeff and Matt discuss:
The inner dynamics of working with family to build a great firm.
Adopting technology for a better firm.
Understanding the ROI of technology and innovation.
The generational shift in wealth and in people.
Finding your why and getting your message distributed.
Key Takeaways:
The mentality needed around new technology is actually changing the mentality around change and failure.
Most new tech does not work immediately for you out of the box - you need to be prepared and ready for that.
You need to put money on the intangible things that technology assists with to fully understand the true ROI of your technology investments.
Creating efficiencies is the only way to increase your time building and maintaining relationships.
"We're not only changing the mentality but also changing where we're looking at innovation. We're not just looking inside of our industry, we're using other industries to teach us and inspire us on what's possible inside of our industry." — Matt Reiner
Connect with Matt Reiner:
Website: https://www.mattreiner.com/
Website: https://www.yourwealth.com/
YouTube: https://www.youtube.com/channel/UCrca3m7ryDjzNrGs0rDzZFQ
Twitter: https://twitter.com/mattreiner
LinkedIn: https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/ \
The Circle: https://the-circle.beehiiv.com/subscribe
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
In this episode, Jeff and Matt discuss:
The inner dynamics of working with family to build a great firm.
Adopting technology for a better firm.
Understanding the ROI of technology and innovation.
The generational shift in wealth and in people.
Finding your why and getting your message distributed.
Key Takeaways:
The mentality needed around new technology is actually changing the mentality around change and failure.
Most new tech does not work immediately for you out of the box - you need to be prepared and ready for that.
You need to put money on the intangible things that technology assists with to fully understand the true ROI of your technology investments.
Creating efficiencies is the only way to increase your time building and maintaining relationships.
"We're not only changing the mentality but also changing where we're looking at innovation. We're not just looking inside of our industry, we're using other industries to teach us and inspire us on what's possible inside of our industry." — Matt Reiner
Connect with Matt Reiner:
Website: https://www.mattreiner.com/
Website: https://www.yourwealth.com/
YouTube: https://www.youtube.com/channel/UCrca3m7ryDjzNrGs0rDzZFQ
Twitter: https://twitter.com/mattreiner
LinkedIn: https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/ \
The Circle: https://the-circle.beehiiv.com/subscribe
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
35 min