Books by Matt Reiner

Unlock insights that transform wealth management, client relationships, and wealth-building strategies.

Relevant Business Strategies. Practical, Real-World Insights. Actionable Takeaways.

Matt Reiner, creator of The FutureProof Advisor, is a visionary leader and innovator in the wealth management space. He’s dedicated to shaping the future of the financial advisory industry and positively impacting families using their services. As a Managing Partner of Capital Investment Advisors, the CEO and Co-Founder of Wela Strategies, Matt has leveraged his more than 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, Investment News, 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 Investment News 40 under 40, and under his leadership, Capital Investment Advisors achieved top 1% growth organically, expanding from $800M at the peak of the 2008 crash to $6B, with five offices across major U.S. cities. Matt empowers 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

Featured Books

Dr. Cole Ca$h Will See You Now

How Dr. Cole Ca$h Helps Advisors See Their True Worth

“People are funny with their money.” If you’ve ever struggled to help clients make rational financial decisions, you’re not alone.

Meet Cole Cash, PhD., a straight-talking therapist who only sees financial advisors in his practice. Through candid conversations, he helps them understand and overcome the irrational behaviors of their clients—giving them the tools they need to navigate complex financial psychology.

Understand why clients resist good financial advice
Learn strategies to break through behavioral roadblocks
Gain confidence in guiding clients toward smarter financial decisions

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Buy Volume 2 Now

Get a free preview! Download an excerpt

Ready To Be Rich

Smart Financial Advice for People on the Way Up

Finances don’t have to feel overwhelming. Ready to Be Rich introduces a new, behavioral-driven approach to managing money, designed for those who want to stop feeling controlled by their finances and start building real wealth.

Master the fundamentals of financial independence
Implement behavioral economic principles that actually work
Move from ‘renting’ your finances to truly owning them

“You don’t have to be a millionaire to take control of your financial future.”

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“ Ready to be Rich cuts straight through the perpetual boring BS of most budgeting books and goes straight into what people really want to hear about!“

– Justin Woods

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“Insightful and engaging. Reiner offers a unique perspective to complex issues facing financial advisors today. Already looking forward to the next volume!

– JL

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“Reiner’s book highlights why financial advisors are so necessary in a fun and engaging way. Matt shows the pitfalls of human nature in dealing with money, and how important a third party can be in helping people take an objective look at their finances.”

– J.C. R