How Unified Managed Household Was Born with Len Reinhart

Episode notes

This week, Jack Sharry talks with Len Reinhart, President of Reinhart Consulting Group and a pioneer in fee-based advisory services. Len has spent decades shaping the evolution of wealth management, from his early days in large brokerage firms to helping build and scale some of the industry’s first fee-based advisory platforms. Len and Jack take a walk down memory lane to discuss the origins of Unified Managed Household (UMH) and goal-based wealth planning, and how Len's prediction about UMH is finally taking root. From the early days of EF Hutton to the founding of Lockwood Advisors, Len shares the story of how the financial services industry transitioned from commission-driven transactions to the fee-based advisory model we know today and how he brought goal-based investing to everyday investors.

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