As financial advisors, we are always seeking ways to grow, scale, and provide more to our clients. Kickstarting growth is one thing, but continuing growth within your firm should be ongoing.
In this video, Matt Reiner shares his three-step process for how to iterate and grow your firm, with inspiration from LinkedIn Co-Founder and Chairman Host of The Masters Of Sales podcast, Reid Hoffman.
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Get tips and tools on how to grow a successful, technology-focused Financial Planning firm.
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Matt Reiner's New Book - Ready to be Rich
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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.
The Future Mentality Of A Financial Advisor | Matt Reiner
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Matt ReinerFinancial AdvisorFinancial Advisorstips for financial advisorsfinancial advisorsadvisorstips for advisorsadvice for advisorsfinancial advisor mentalityadvisor mentalityfinancial advisorfinancial firmtips for growing your financial firmscale your businessgrow your businessproviding more to clients as a financial advisorplanning for the future of your firmwhat the future looks like as an advisoriterate your financial firm
