Why Advisors Go Beyond That Role

When it comes to dealing with money, we become irrational!

My book, Dr. Cole Cash Will See You Now, is about helping financial advisors see this irrationality and understand how to navigate clients through it. Especially, when it comes to money and holding themselves back from meeting their financial goals.
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Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.