DiscoverNoBS WealthEp. #67 - Thinking Differently: Innovating in the Wealth Management Sphere w/ Matt Reiner, CFP®
Ep. #67 - Thinking Differently: Innovating in the Wealth Management Sphere w/ Matt Reiner, CFP®

Ep. #67 - Thinking Differently: Innovating in the Wealth Management Sphere w/ Matt Reiner, CFP®

Update: 2023-11-15
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In this episode, Matt Reiner delves into the importance of cultivating an innovative mindset and fostering transformative mindsets to enhance client and team experiences. They express a genuine curiosity about how to innovate and improve the client experience, as well as how to empower clients to deliver greater value. Additionally, they express a desire to elevate the team experience by streamlining processes and enabling team members to focus on their areas of expertise.

Matt Reiner emphasizes the need to learn from organizations outside of their industry to gain insights and ideas for innovation. They are particularly interested in understanding how to help individuals overcome biases and leverage processes, relationships, and technology to facilitate this.

Furthermore, Matt Reiner mentions their ongoing project of establishing an innovation lab within their firm. They have actively sought out larger firms and organizations to learn about their innovation practices and the creation of innovation labs. This highlights their commitment to infusing an innovative mindset into their own firm.

Overall, this episode suggests that cultivating an innovative mindset and fostering transformative mindsets can lead to improved client experiences and a more efficient and fulfilling team experience. It underscores the importance of learning from others and investing time and effort into innovation to stay aligned with the industry's direction.

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DISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

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Ep. #67 - Thinking Differently: Innovating in the Wealth Management Sphere w/ Matt Reiner, CFP®

Ep. #67 - Thinking Differently: Innovating in the Wealth Management Sphere w/ Matt Reiner, CFP®

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