FutureProof Advisor Podcast

Matt Reiner
  • 4.7 (13)
  • ENTREPRENEURSHIP
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The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

  1. Meanings, Values, and Goals: What Purpose Really Is

    4D AGO

    Meanings, Values, and Goals: What Purpose Really Is

    Purpose is something we talk about often—but rarely define well. In this episode of The FutureProof Advisor, I explore the difference between goals, values, meaning, and purpose—and why getting clear on those distinctions matters more now than ever. Purpose isn’t a box to check or a milestone to hit. It’s a narrative in motion—woven from past experiences, present decisions, and a vision of who we’re still becoming. And for advisors, guiding clients toward that clarity means first being willing to ask those questions of ourselves. One of the greatest barriers to purpose work is that it feels uncomfortable. It’s easier to talk numbers than identity. But when we use money to avoid harder questions, we miss the real opportunity: to help clients connect their wealth to what truly matters to them. I talk about the emotional and cognitive friction that keeps us—and our clients—from engaging with purpose, and how we can create space for meaningful reflection through tools like narrative writing, values clarification, and structured dialogue. These aren’t one-time exercises. They’re part of an ongoing relationship built on curiosity, not certainty. Helping clients find their purpose isn’t about having the right answers. It’s about being willing to explore the right questions, over and over again. Advisors who embrace that work—who model it in their own lives—are the ones who will earn the deepest trust. Because in a world where everything feels uncertain, purpose is what makes planning feel personal. And that’s where our value becomes irreplaceable.

    21 min
  2. How to Innovate Like a Tech Company

    OCT 30

    How to Innovate Like a Tech Company

    We’re often told that trust is built through flawless execution and airtight planning—but what if that’s not the full story? In this episode of The FutureProof Advisor, I challenge the industry’s instinct to perfect every process before presenting it to clients. Instead, I explore how adopting the MVP mindset—borrowed from the world of tech—can help advisors futureproof their firms by running small, controlled experiments that lead to faster learning, stronger relationships, and more meaningful innovation. MVPs aren’t about rushing or cutting corners—they’re about iterating in the real world. I break down how this approach applies in wealth management, from testing new client communication formats to refining internal workflows before scaling them. I also talk about why many advisors hesitate to experiment: fear of being wrong, compliance concerns, or simply the belief that we must always appear to have the answer. But as I share in the episode, “The firms that are going to win in the next three, five, and ten years won't be the ones with the best technology or smartest investment strategy. They will be the ones who learn the fastest.” For advisors looking to evolve without risking their credibility, this is a roadmap for building a culture of safe experimentation. Start small. Start at the edges. And commit to learning faster than the world is changing around you. Because the mindset that built your firm may not be the one that carries it forward—and innovation starts the moment you admit you don’t know everything.

    31 min
  3. Learn By Doing: How Advisors Grow Through Action

    OCT 22

    Learn By Doing: How Advisors Grow Through Action

    We often confuse preparation with progress. But in a profession built on precision, that mindset can quietly stall innovation. In this episode of The FutureProof Advisor, I explore why the advisors and firms that thrive aren’t the ones who wait for perfect clarity—they’re the ones who learn through action. Because, as I share in the conversation, “The decision you make isn’t the determination of your future outcome—it’s more information that helps to build it.” Drawing lessons from high-reliability industries like aviation and medicine, I unpack how we can shift our culture from fearing mistakes to learning from near misses. Our instinct is to breathe a sigh of relief and move on—but those close calls are gold. They reveal weak points in our systems long before they break. If we can treat decisions as data, and mistakes as design feedback, we unlock more than resilience—we unlock momentum. Too many firms are stuck in planning mode, looking for perfect outcomes instead of refining the process. But lasting trust isn’t built by playing it safe. In fact, “Our fear of breaking trust has made us risk averse to the point of stagnation. And stagnation is its own form of breaking trust—just slower.” Future-ready firms are moving forward with intention—testing, adapting, and building systems that grow stronger with every small step.

    27 min
  4. Purpose, Trust, & Tech: The Future-Proof Advisor's Playbook

    OCT 15

    Purpose, Trust, & Tech: The Future-Proof Advisor's Playbook

    AI isn’t replacing advisors—it’s rewriting the rules of how value is delivered. In this episode of The FutureProof Advisor, I unpack three recent developments shaping the future of wealth management: the rise of “generative engine optimization” as AI tools begin replacing traditional search, the quiet release of GPT-5 and what that signals about integration over intelligence, and how firms like McKinsey are using AI not to disrupt—but to enhance—human capital. The takeaway? We’re not in a tech race—we’re in a relevance race. As clients increasingly turn to AI assistants for real-time answers, advisors need to rethink how they show up in those conversations—digitally and personally. That means making your thought leadership easy to surface in AI tools, adopting systems that free you up to focus on what clients value most, and training teams to work with AI, not around it. The firms that get this right won’t just be more efficient—they’ll be more trusted, more visible, and more human. Ultimately, this episode is a call to futureproof your practice by doubling down on the one thing AI can’t replicate: real relationships. Empathy. Nuance. The ability to sit with uncertainty and guide someone through life-changing decisions. The advisors who lead with transparency—about what AI can do and what it can’t—will build deeper trust and clearer differentiation in an increasingly automated world.

    20 min
  5. Action Breeds Insight: Rethinking How We Innovate

    OCT 9

    Action Breeds Insight: Rethinking How We Innovate

    Wealth management firms often pride themselves on planning—but in a world moving this fast, waiting for clarity can be more dangerous than acting without it. The truth is, execution isn’t what follows strategy—it’s what reveals it. In this episode of The FutureProof Advisor, I explore why firms that learn to move forward without perfect conditions are the ones that adapt fastest and grow strongest. Drawing on neuroscience and years of advisor experience, I break down why our brains are wired to favor caution and over-analysis—and why that tendency can quietly stall growth. But when teams treat change as experimentation instead of high-stakes decision-making, everything shifts. Small, consistent actions compound. Confidence builds. Innovation becomes a habit, not a project. It’s not about avoiding uncertainty—it’s about making uncertainty work for you. Advisors who adopt this mindset will outperform those waiting for the perfect plan. Futureproofing isn’t about predicting what’s next—it’s about creating a culture where forward motion is the norm. This episode is a playbook for shifting from hesitation to momentum—one small, strategic step at a time.

    29 min
  6. Advisors vs AI: What's Next for the Industry?

    OCT 2

    Advisors vs AI: What's Next for the Industry?

    AI is already reshaping the way we work—but the most successful firms won’t be the ones that adopt the most tools. They’ll be the ones that adopt them with purpose. On this episode of The FutureProof Advisor, I sit down with Jason Wenk, Founder and CEO of Altruist, to talk about what it really means to modernize through AI—without losing the human connection at the heart of advisory work. Jason brings decades of experience at the intersection of wealth management and technology, sharing how he’s seen AI evolve from early experiments in algorithmic trading to its current role in everyday advisory operations. We talk through practical examples, like Hazel—Altruist’s AI assistant designed to replicate a first hire’s tasks—and how tools like this are freeing advisors to focus more on empathy, creativity, and trust-building. But Jason makes it clear: none of this works without good data. Firms that ignore data hygiene and operational clarity will fall behind—fast. As AI becomes more powerful, the advisor’s role will evolve—not disappear. Jason sees a future where firms split: some leaning into AI-first operations, others branding themselves as AI-free. But those who succeed will strike a balance—embracing automation where it enhances the client experience, and doubling down on the distinctly human skills that technology can’t replicate. For firms ready to think strategically about growth, relevance, and scale, this is the conversation to start with.

    34 min
  7. The Optimization Paradox: Why More Money Doesn't Mean More Freedom

    SEP 25

    The Optimization Paradox: Why More Money Doesn't Mean More Freedom

    Financial freedom isn’t just about having enough—it’s about knowing what “enough” means. That’s the shift happening across the wealth management industry, and it’s the reason I launched a nine-month national study on the future of advice. The findings make one thing clear: despite having financial plans in place, many affluent clients still feel anxious and unfulfilled—not because they lack money, but because they lack clarity on what that money is truly meant to do. In this episode of The FutureProof Advisor, I share why the most meaningful evolution for advisors has nothing to do with new products or performance metrics—and everything to do with helping clients uncover purpose. I introduce a new framework grounded in three pillars: mindset, leverage, and process. That means doing your own internal work as an advisor, building scalable systems for deeper client conversations, and reimagining the client experience around what truly matters—not just asset allocation, but alignment. The future of advice won’t be defined by technical expertise alone. AI can optimize a portfolio or automate a tax strategy, but it can’t help a client figure out what gives their life meaning. That’s our role—and our advantage. The firms that embrace this shift will lead the profession forward. Those who resist it risk becoming indistinguishable in a sea of low-cost alternatives.

    26 min
  8. Curiosity Driven Leadership: Ritik Malhotra on Building Lasting Business

    SEP 18

    Curiosity Driven Leadership: Ritik Malhotra on Building Lasting Business

    Technology gets a lot of attention—but it’s not the story. The real story is how innovation, when paired with emotional intelligence and intentional design, can elevate the human advisor-client relationship rather than threaten it. In this episode of The FutureProof Advisor, I talk with Ritik Malhotra, founder and CEO of Savvy Wealth, about what it really means to modernize in a way that supports—not replaces—the core value of advice. Ritik shares how his early exposure to tech and years of building companies led him to the wealth management space, where he’s been focused on rethinking the advisor experience from the ground up. He breaks down the myths around automation and AI, emphasizing that clients still crave human connection—especially when navigating the emotional complexity of wealth. But to deliver on that, advisors need to be intentional with their time, streamline low-value work, and adopt tools that integrate naturally into how they already operate. One of the key takeaways from our conversation is that true innovation doesn’t require abandoning what works—it requires being honest about where time is spent, what drives client value, and how technology can free up more space for meaningful relationships. It’s not about replacing advisors with platforms—it’s about building firms that are more human because they’re built on better systems.

    40 min
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About

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

Information

  • Creator
    Matt Reiner
  • Years Active
    2018 - 2025
  • Episodes
    200
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    FutureProof Advisor Podcast

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