Matt Reiner - And The FutureProof Advisor
Discover and participate in weekly discussions about the latest trends around technology and innovation in the financial services industry. We share content on how the landscape for financial advisors is being reshaped by the abundance of technology and options available to consumers.
"How Might We" Unlocking Innovation with Three Simple Words
Measure Less, Understand More
The Lego Theory of Innovation
What Wealth Managers Need to Know About AI
The Future of Investment Management Isn't Human... Or Is It? with Christian Hyldahl
Risk, Failure, and Freedom - What School Didn't Teach You
How to Take Action When You Know Too Much
The Future is Built Not Bought with Todd Pisarczyk
You're Not In Control and That's Okay
Build Legacy, Not Just Wealth with Jerry Sneed
Curiosity Is Your Super Power
Don't Let Tech Leave You Behind with Douglas Boneparth
Jellypod: Turn Written Content Into a Podcast in Minutes
The Shift from Curiosity to Competence: How AI Is Becoming a Daily Skill
Tracelight AI in Excel: Build Interactive Planning Models in Minutes
Bland Voice AI Demo: How I Built a Smart Call Assistant in Under 2 Minutes
Where AI Is Headed—and Why Most Teams Aren’t Ready Yet
Lindy AI Email Agent: How I Built a Research Assistant in 20 Minutes
Julius AI Demo: Analyze Client Data with Natural Language
Why I Wrote the Study: What Affluent Clients Told Us About the Future of Financial Advice
The Future-Proof Advisor Playbook: Purpose, AI Strategy & Building Client Trust
Perplexity Comet: The AI Browser That Changed How I Work
AI Agents Are Here—What They Mean for the Future of Wealth Management
PageOn Demo: AI-Powered Client Presentations That Actually Make Sense
Your Brain is Playing Tricks on You
Shut the F Up and Listen with Matt Halloran
The Power of Reflection and Strategy with Erin Voisin
Unlocking the Power of Curiosity in Conversations
Asking Questions that Matter
The Strategy Behind Building a Scalable and Resilient Firm with Eric Sheerin