With the help of a recent Charles Schwab RIA Benchmarking study, we have seen financial advisory firms advance and become more efficient. The industry has accomplished this evolution in a short period of time, but it shouldn't stop there. In this video, Matt Reiner explains the benefits of this evolution and how the industry must continue moving ahead to achieve efficiency.
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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.

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