Don't Let Tech Leave You Behind with Douglas Boneparth

Building a successful wealth management firm isn’t just about numbers—it’s about vision, resilience, and embracing change. Douglas Boneparth’s journey from childhood dreams of becoming an architect or attorney to leading a thriving financial advisory firm highlights the importance of entrepreneurship, technology, and adaptability in today’s fast-paced financial landscape. With early exposure to tech and entrepreneurial spirit from his family, Douglas emphasizes how these experiences shaped his approach to financial planning, integrating innovation into every step of his firm’s evolution.

Douglas shares the personal and professional challenges he faced when joining the family business, particularly stepping in during the turbulence of the 2008 financial crisis. His ability to pivot, build resilience, and adapt to an ever-changing environment has been key to his success. A central theme of his story is the role of technology—not just as a tool for efficiency, but as a way to elevate client experiences. His willingness to embrace cutting-edge tech solutions has helped him carve out a competitive edge, allowing him to innovate and deliver unparalleled service to clients.

Looking ahead, Douglas's vision is focused on the "love plus money" space—helping couples navigate financial planning together to foster stronger, more transparent relationships. His goal is to reach $250 million in assets under management, and he believes this vision can be achieved by continuing to innovate, invest in technology, and build strong, collaborative teams. His insights underscore the value of curiosity, the importance of embracing new ideas, and the role of relationship-driven financial planning in creating lasting client loyalty.

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Matt Reiner is a CFA®, CFP®, fintech entrepreneur, and industry thought leader dedicated to helping financial advisors scale their firms, elevate the client experience, and lead with clarity. As a Partner at Capital Investment Advisors, Matt blends real-world advisory experience with innovative thinking to shape the future of wealth management. He also hosts The Future Proof Advisor podcast, where he explores what’s next for the industry through conversations with top voices in fintech and finance.

🎙 Listen to the podcast: https://www.mattreiner.com/podcast
🔗 Connect with Matt on LinkedIn: linkedin.com/in/mattreineratl