Speaking

Bringing Clarity, Innovation, and Strategy to the Future of Wealth Management

Matt Reiner delivers keynotes that challenge conventional thinking, spark innovation, and equip financial professionals with practical strategies to future-proof their firms.

Matt only accepts 12 keynote invitations per year. Ready to elevate your event?

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Meet Matt Reiner

Matt Reiner is a CFA, CFP®, author, and entrepreneur who helps financial advisors and wealth managers navigate the future of the industry. His keynotes and workshops challenge conventional thinking, provide actionable strategies, and empower firms to grow in an era of rapid technological evolution.

Matt works with every new keynote client to create a highly customized version of his presentation. See below for his most frequently requested speaking programs and descriptions.

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The AI Edge for Financial Advisors

Practical Strategies to Revolutionize Efficiency and Client Experience

AI is transforming the financial advisory industry—but many advisors feel uncertain about how to integrate it. This keynote offers clarity, compliance-friendly tools, and real-world strategies.

  • Understand AI’s impact on wealth management
  • Integrate AI tools to improve scalability and efficiency
  • Enhance client experiences without losing the human touch
  • Develop a future-ready AI strategy

Wealth Management 2035

The Future of Wealth Management Firms

As client expectations rise and consolidation looms, firms must evolve. This session gives advisors a strategic roadmap to remain relevant and competitive.

  • Embrace independence and scale effectively
  • Shift to purpose-driven advising
  • Leverage behavioral finance to strengthen client relationships
  • Use tech as a scaling tool—not a replacement for human insight

“Hearing Matt’s presentation blew my mind. It was the kind of presentation that left me talking about it for two days! Everyone in attendance was captivated. Those who weren’t there heard about it and wished they were.”

-Derek Hagen – Money Quotient’s Financial Behavior Specialist | Life Planning Consultant | Speaker | Author

“I just wanted to say your session at the FPA Retreat completely blew me away. It was one of the most eye-opening presentations I’ve attended in a long time, and I really appreciated how practical and forward-thinking it was. I’ve been thinking a lot about how to apply some of the tools you shared.”

-Juan Hernandez Ariano – WealthCreate

Why Meeting Planners Book Matt?

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Future-Focused Insights:

Stay ahead with AI, behavioral finance, and scalable growth.

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Actionable Strategies:

Real-world tips attendees can implement right away.

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Dynamic Delivery:

Humor, storytelling, and case studies keep audiences engaged.

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Trusted Expertise:

Matt is a CFA, CFP®, and fintech entrepreneur.

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Customized Content:

Each keynote is tailored to your audience’s unique needs.

Invite Matt To Speak