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Ep. #67 - Thinking Differently: Innovating in the Wealth Management Sphere w/ Matt Reiner, CFP®
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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.
Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!
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Chapters
1. Ep. #67 - Thinking Differently: Innovating in the Wealth Management Sphere w/ Matt Reiner, CFP® (00:00:00)
2. Imposter syndrome and finding passion. (00:02:37)
3. Failure as an option. (00:05:23)
4. The importance of taking risks. (00:07:34)
5. Shifting industry mentality. (00:10:42)
6. Generational differences in clients. (00:14:25)
7. Let's work together as an industry. (00:18:30)
8. Authenticity and being yourself. (00:20:30)
9. The power of social media. (00:24:50)
10. Bringing your authentic self. (00:27:18)
11. Skin color and feeling like an outsider. (00:30:51)
12. Building an innovation lab. (00:35:34)
13. Finding Happiness in Retirement. (00:40:23)
95 episodes
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