AI Office Hours with Matt Reiner
Includes a Live Web Event on 06/25/2026 at 12:00 PM (MDT)
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Every month, Matt Reiner of Capital Investment Advisors and The FutureProof Advisor, holds an open, no-script roundtable on the AI developments that matter to financial planners. As one of the most plugged-in voices on AI in financial planning and our partner in the FPAi Authority, Matt shares the tools worth your time, the hype worth ignoring, and the things he's putting to work. Then the floor opens to share your questions, your doubts, and your experiments. This is less of a webinar, more of a conversation with a smart friend who happens to live at the intersection of financial planning and AI. Bring your curiosity and prepare to leave with something actionable.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Matt Reiner, CFA, CFP®
Managing Partner
Capital Investment Partners
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, 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 $8.1B AUM (as of December 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.
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