NEMA REGION: NYC Metro Local Group - Holiday Party & How to Use AI in Your Practice and its Impact on Financial Planning
For more in formation, please visit the NYC Local Group Community Page.
Speaker:
Matt Reiner, Managing Partner, CFP, CFA
Capital Investment Advisors
Program Summary:
This session will provide an overview of how artificial intelligence can be integrated into financial planning workflows to improve efficiency, strengthen client communication, and enhance the overall planning process. Attendees will learn practical applications of AI, along with key ethical and compliance considerations for using technology responsibly in advisory practices.
Matt Reiner, The FutureProof Advisor, is a visionary leader and innovator in the financial advisory space, dedicated to shaping the future of wealth management. As the Managing Partner of Capital Investment Advisors and CEO and Co-Founder of Wela Strategies, Matt has leveraged his over 15 years of industry experience to transform how hundreds of financial advisors serve their clients and grow their businesses.
His expertise has been featured in The Wall Street Journal, InvestmentNews, Business Insider, and WealthManagement.com. Matt is a multi-bestselling author, speaker, and host of the FutureProof Advisor Podcast. He’s been named one of InvestmentNews 40 under 40 in 2021. Under his leadership, Capital Investment Advisors achieved top 1% growth organically, expanding from $800M at the peak of the 2008 crash to $7B AUM (as of July 2025), with five offices across major U.S. cities. Matt is passionate about empowering financial advisors to build firms that scale rapidly, grow exponentially, and deliver unique, personalized client experiences daily—making a lasting impact on their clients and the industry at large.