Matt Reiner
@mattreiner
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CFP®, CFA & Partner @yourwealth. Author. Speaker. Podcast Host. Focused on helping advisors integrate tech & financial services.
Atlanta
Joined November 2010
Some days feel like a step back—but that’s okay. Progress isn’t linear, and perfection isn’t the goal. Shift your mindset: let go of yesterday, focus on today, and be present. Your mentality shapes your reality—embrace the moment. #MindsetMatters #Leadership
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Predictability builds trust, and trust needs consistency. This week, pick one process and simplify it—simple steps lead to consistent results. #BusinessGrowth #predictability #simplify #GrowthMindset
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We’re more connected than ever, yet feel less connection. Why? Scrolling informs, but it’s one-sided. True connection requires effort, presence, and shared stories. Vulnerability builds trust; active connection makes us feel alive. Replace scrolling with a real conversation 🤝
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Why do tough conversations feel like debates? What if we paused to ask, “Tell me more…” instead of preparing to be right? #Communication #Curiosity #Empathy #Leadership
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Conversations aren't debates; they're for understanding, not winning. Be curious, not judgmental—listen deeply, read the cues, and match the energy. It's about connecting, not just hearing. #listentoyourpeople #ActiveListening #Leadership
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Integration isn’t just single sign-on—it's about seamless data flow and simplifying processes. Focus on leadership, data control, standardization, and tech ownership. Simple idea, tough execution. Improve one piece this week for future wins. #Integration #Tech #Leadership
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Conversations connect, convincing divides. Enter with curiosity, confirm what you hear, and practice real empathy. Connection starts with understanding, not persuasion. #CommunicationTips #leadership #communication #advisor
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Scale isn’t just about tech—it starts with you. Hone these skills to elevate what you control: learn to delegate, say no, adopt an operating system, narrow your focus, and become self-aware. #Scale #Productivity #Leadership #advisor #fintech
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It’s about learning in the process, not just the outcome! #GrowthMindset #alwaysbelearning #Fintech #advisor #learningiskey #research
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Success isn’t “all or nothing.” It’s about balancing caution with optimism 🔸Take small steps to innovate safely 🔸Start with personal experiments before big risks 🔸Learn from others’ experiences 🔸Embrace fast failure as a path to growth True growth lies in balance!#Innovation
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Cognitive distortions skew our perception of reality, reinforcing negative thinking. Recognizing and overcoming these distortions—like all-or-nothing thinking and mental filtering—can help us reach our fullest potential. #Mindset #Cognitivedistortion
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#RodRay shares insights on adapting to change, building mental toughness, and giving selflessly. Perfect for coaches, leaders, and advisors aiming to grow. Listen now! 👇 #Leadership #TeamBuilding #MentalResilience #GrowthMindset Listen here:
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Our jobs won’t disappear, but our industry will change. Key trends: 🔸Pendulum Shift: From PE consolidation to renewed independence. 🔸Purpose: Identify clients' goals. 🔸BeFi: Focus on money psychology. 🔸Professionalization: Bigger firms with pro leadership.
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Google launched a simple website, Tesla a car, and Apple another phone—each transforming industries. Their success lies in making the complex simple. This week, identify a frequent client task and brainstorm how to simplify it! #Innovation #Simplicity #fintech
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Financial literacy is key, and as advisors, we can drive change. 📈 Tips for building an impactful financial literacy program: 🔸Personalize the education 🔸Consistency matters 🔸Make it practical & relatable 🔸Leverage various mediums #FinancialLiteracy #WealthManagement
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