114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner

The Efficient Advisor: Tactical Business Advice for Financial Planners · Apr 25, 2023 · 46m

I know as an advisor I love to hear from others who have actually done it. Not theoretical business advice or something from another industry applied to advisors. But a real life success story who did the thing. I know you’re right there with me on enjoying hearing from advisors who have been in the trenches too…and oh boy do I have a treat for you today!

My guest, advisor Matt Reiner, is a modern-day renaissance man. He and his brother stepped into their dad’s advisory practice and grew it to a 4.3 billion dollar firm. Yes, that’s billion with a B. He also founded Benjamin, an IA fintech…