PODCAST · business
The Exceptional Advisor Podcast
by Investments & Wealth Institute
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
Episodes
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What Your Clients Really Think About Your Credentials
Julie Littlechild, Founder and Chief Executive Officer of Absolute Engagement, has spent 25 years asking clients what they think of their advisor relationships. Her annual survey of 1,000 high-net-worth (HNW) investors, conducted by Absolute Engagement on behalf of the Investments & Wealth...
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How to Talk to Clients About Politics with Jeff Bush
Jeff Bush, Principal of The Washington Update and a nonpartisan authority on U.S. politics, tax policy, and the economy, shares his framework for talking to clients about politics, previews the 2026 midterm elections, and explains what a divided Congress means for tax and regulatory policy. The...
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Where Asset Allocation Meets Client Psychology
Christopher Geczy, Academic Director of the Wharton Wealth Management Initiative and the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, talks through why asset allocation still drives most of a portfolio's risk and what happens to that discipline…
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Two Credentialing CEOs on the Future of Advice
K. Dane Snowden, Chief Executive Officer of CFP Board, joins Investments & Wealth Institute CEO Sean Walters for a wide-ranging conversation on where the financial planning profession is heading. Two association leaders who have spent their careers building standards for the advice profession,...
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AI and the Meaning of Money with Mark Casady
In this episode of The Exceptional Advisor, Mark joins host Sean Walters to discuss what AI changes about wealth management — and what it doesn't: Why the real advisor shortage is bigger than the headlines suggest, and what that means for firm leaders right now Why the advisor of the future leads...
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The Future of Advice with Michael Kitces
Michael Kitces, Head of Planning Strategy at Focus Partners Wealth, Co-Founder of XY Planning Network, and one of the industry's most recognized voices, joins Sean Walters on this episode of The Exceptional Advisor for a "This Or That" conversation on: Investments or wealth? Firms do both, but...
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How Great Advisors Build Trust With Herman Brodie
Herman Brodie, behavioral scientist and Founding Director of Prospecta Limited, has spent years studying how people build trust and why they lose it. In this episode of The Exceptional Advisor, he joins host Sean Walters and shares insights for financial advisors navigating today's polarized,...
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What Makes an Exceptional Advisor with Libet Anderson
What truly makes an advisor exceptional? In this episode of The Exceptional Advisor, Libet Anderson, Community Care Leader at Cetera, joins host Sean Walters to discuss what excellence really looks like amidst rising AI adoption and fiduciary expectations. She walks us through her career in the...
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2026 Outlook with Liz Ann Sonders
In this episode of The Exceptional Advisor, Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a timely conversation on navigating markets defined by uncertainty, shifting economic signals, and relentless headlines. Liz Ann shares her current outlook…
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2026 Outlook with Liz Thomas
What's ahead for advisors in 2026, and how should they prepare? Host Sean Walters welcomes Liz Thomas, Head of Investment Strategy at SoFi, for a market update focused on the 2026 macro outlook. From balancing concentration risk and client FOMO to keeping clients calm, Liz covers plenty of…
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Opportunities and Obstacles for a Successful Retirement
A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA®
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Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors
In this exclusive interview, John Bowen, President of CEG Worldwide and CEG Insight, shares powerful research insights and practical strategies to help financial advisors create high-performing teams and accelerate their success. The Dream Team Effect: www.cegwin.com/iwi-team...
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The Retirement Wake-Up Call is Here
Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham discusses the evolving nature of retirement, emphasizing the gap between people's...
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DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice
In this podcast, Dalbar founder Lou Harvey discusses the history of his firm, which pioneered research into quantifying the impact of investor behavior on returns. He reflects on key initiatives like the Quantitative Analysis of Investor Behavior (QAIB) report, which revealed the significant...
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Retirement Trends and Challenges
differentiate your retirement advising practice with elevated and specialized capabilities. Explore the RMA® Certification: https://iwicentral.org/3STsNId In this roundtable discussion, experts Anna Rappaport, Rob Austin, and Michael Doshier provide insights on key retirement issues including...
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Transforming Wealth Management with Technology
Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains.
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What Financial Advisors Need To Know About 403(b) Retirement Plans
In episode 117 of the Exceptional Advisor Podcast guests Dan Otter and Scott Dauenhauer of 403bwise discuss the issues with 403(b) retirement plans commonly used by teachers and the opportunities for financial advisors to help teachers save adequately for retirement.
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Why AI Poses a Mortal Threat to Financial Advisors
Bob Powell and David Alan Macchia discuss the implications of artificial intelligence (AI) for the financial advisory profession. Macchia highlights AI's potential advantages, such as cost-efficiency and a unique user experience, but also acknowledges its current limitations in providing accurate...
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The Importance of Diverse Perspectives in Teamwork
In this podcast, content creator Shane Snow discusses the importance of diverse perspectives in teamwork. He shares insights from his book Dream Teams, which explores how cognitive diversity can lead to better decision-making and innovation.
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Why Do People Hire Their Financial Advisor?
Danielle Labotka, a behavioral scientist with Morningstar, and Samantha Lamas, a senior behavioral researcher with Morningstar, discuss their latest research, "Why Do People Hire Their Financial Advisors?," which points to the importance of addressing a client's emotional needs during beginning...
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Warren Buffett: Investor and Entrepreneur
Todd A. Finkle, author of Warren Buffett: Investor and Entrepreneur, discusses the life and career of Warren Buffett, one of the most accomplished investors of all time. Finkle, an expert on all things Buffett, provides a deep dive into the origins of Buffett's success, the ways behavioral biases...
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Unraveling the Latest in Politics, Retirement, and Social Security
Jeff Bush, the principal of Washington Update, discusses the debt ceiling crisis and the possible outcomes, as well as potential reforms to Social Security, and what actions advisers might consider given that many the provisions of the Tax Cuts and Jobs Act are set to expire at the end of 2025.
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What Advisors Need to Know About Social Security
In this podcast, Mary Beth Franklin, author of "Maximizing Social Security Benefits" discusses what financial advisers need to know about Social Security, Social Security strategies for married couples, including spousal benefits, survivor benefits, and when to claim benefits to maximize their...
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A Fireside Chat about Retirement, Investments and Behavioral Finance
Experience an exclusive fireside chat with Robert Powell at the esteemed Investments & Wealth Forum in Scottsdale. Delve into captivating conversations centered around the dynamic realms of retirement, investments, and behavioral finance, accompanied by renowned experts Jim Sandidge, Principal of...
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Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall
Tom Rieman, head of wealth solutions at J.D. Power, discusses the key findings from the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study. Two spoilers: Just a small fraction of advisors are currently offering comprehensive advice and just more than half of full-service wealth clients...
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How Advisors Can Mitigate Behavioral Biases
Clare Flynn Levy, the founder and CEO of Essentia Analytics.com, discusses how advisers can mitigate their own behavioral biases, and help their clients mitigate their behavioral biases as well.
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How Mentorship Programs Benefit Employers and Employees
Jean Heath, CIMA®, Managing Director, Head of Asset Manager Network at Envestnet, Inc., and Kellan Brown, Vice President Strategic Partnerships, at Finance of America Reverse discuss the benefits of a mentorship program for employers, employees, and college students; the steps involved in...
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Tax Efficient Drawdown Strategies for Investment Advisors
Join Robert Powell as he welcomes Schyler Adams, the representative from Allianz Life Insurance, for a thought-provoking conversation exploring the interplay between fintech and annuities in the realm of financial planning.
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What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters
In this episode, Robert Powell sits down with Professor Valerie Tiberius, the author of What Do You Want Out of Life? Professor Tiberius guides listeners in reflecting on their goals through a philosophical lens, providing a roadmap for a lifetime of purposeful self-discovery.
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The Surprising Science of Meetings
In this podcast, Dr. Steven Rogelberg, Chancellor's Professor at UNC Charlotte and the author of The Surprising Science of Meetings, offers proven practices and techniques that help managers and employees enhance the quality of their meetings. To learn more about Dr. Rogelberg, visit...
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How Advisors Can Market Like the Greatest Brands in the World
In this podcast, Robert Sofia, CEO of Snappy Kraken and author of Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World describes how advisers can make themselves impossible to ignore with bold, unique and memorable marketing. What's more, Sofia...
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Surviving Market Volatility
New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective, and building retirement strategies to manage through economic uncertainty. DISCLOSURES: The S&P 500 index tracks the stock performance of 500 large companies listed on...
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Medicare Planning
In the sixth episode of a six-part series with Delaware Life, Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses in this podcast the intricacies of Medicare Planning and the situations surrounding it. Important Disclosures...
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E100-The Future of Wealth Management Part Two of Two
Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it's changing, and whether it will ever become a profession.
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The Future of Wealth Management Part One of Two
Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it's changing, and whether it will ever become a profession.
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The Basics of Estate Planning w/ Brendan Payne & Jeng Chiu
Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discuss in this podcast key estate planning strategies, key estate…
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Ask: How to Relate to Anyone w/ Dan Solin
Daniel R. Solin, The New York Times bestselling author of the Smartest series of investing books and "The Smartest Sales Book You'll Ever Read," discusses his latest book, Ask: How to Relate to Anyone. In the podcast, Solin provides advice for advisors when talking to prospects and/or clients.
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Principles, Myths, and Methods for the Hourly Financial Advisor w/ Mark Berg, CFP®
Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal of Timothy Financial Counsel. In this podcast, Berg discusses how to price, position, and deliver hourly advice; how to segment your client base…
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The Art and Science of Asking Questions w/ Warren Berger
Warren Berger, the author of "A More Beautiful Question" and several other books, discusses the art and science of asking "beautiful" questions and how advisors can develop richer relationships with their clients and prospects by asking the right questions. Warren Berger will be a featured…
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Solutions to Emerging Tax Problems in Retirement w/ Waldean Wall
Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving, and charitable trusts.…
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The Future of Money w/ Lilah Raynor
Lilah Raynor, the founder and CEO of Logica Research, describes the key findings from Logica's most recent Future of Money Study on the way Gen Z, Millennials, Gen X, and Boomers make, spend and manage money. Plus, Raynor provides actionable advice to financial advisers based on the results of...
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The Truth About Cypto w/ Matt Hougan
Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens, and the best way for advisers to incorporate cryptocurrency into their client's portfolios.
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Common Questions and Myths about Social Security w/ Val Sender and Jeng Chiu
In the fourth episode of a six-part series with Delaware Life Marketing, Val Sender, Associate Director, and Jeng Chiu, Vice President of National Sales Consulting, answer the most common questions they receive from financial advisors and address the most common Social Security myths. Important...
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The Trust Mandate
Herman Brodie, the founding director of Prospecta Limited and author of The Trust Mandate, discusses how investment advisers can build trust with their clients and how investment advisers can address two key behavioral issues of great concern to their retired and soon-to-be-retired clients.
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Don't Fight the Fed w/ Liz Ann Sonders
Liz Ann Sonders, Managing Director, Chief Investment Strategist, Charles Schwab & Co., discusses the most important takeaways for advisers and investors in light of Russia's invasion of Ukraine and the Fed increasing its benchmark federal-funds rate by a quarter percentage point to a range…
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Roth Conversions in 2022 w/ Robert Keebler
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), a partner with Keebler & Associates, LLP, discusses the reasons why 2022 may be an especially effective year to consider a Roth IRA conversion.
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It's Time To Take Sides w/ Jonathan Pain
Jonathan Pain, author, and publisher of the widely read investment newsletter, The Pain Report, talks with Exceptional Advisor podcast host Robert Powell about Russia's invasion of Ukraine, its impact on the global economy, and how advisers might reposition their client's portfolios given the...
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Retirement Income Styles and Decisions w/ Wade Pfau and Anders Smith
In the third of a six-part series, Wade Pfau, Ph.D., CFA, RICP®, author of the Retirement Planning Guidebook, and Anders Smith, Vice President and Head of National Sales Consulting at Delaware Life Marketing, discuss the Retirement Income Style Awareness matrix and how to determine the…
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Positioning Portfolios for Inflation w/ Matthew Miskin and Bradley Lutz
Matthew D. Miskin, CFA, Co-Chief Investment Strategist at John Hancock Investment Management, discusses with host Robert Powell the firm's view on inflation and where the U.S. is in the economic cycle, as well as how investors should position portfolios in this type of environment. Bradley L.…
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Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life
Laurence Kotlikoff, a Professor of Economics at Boston University and President of Economic Security Planning, discusses some of the more shocking topics from his just-published book, Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life. One spoiler: Conventional...
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ABOUT THIS SHOW
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
HOSTED BY
Investments & Wealth Institute
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Frequently Asked Questions
How many episodes does The Exceptional Advisor Podcast have?
The Exceptional Advisor Podcast currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Exceptional Advisor Podcast about?
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
How often does The Exceptional Advisor Podcast release new episodes?
The Exceptional Advisor Podcast has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Exceptional Advisor Podcast?
You can listen to The Exceptional Advisor Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Exceptional Advisor Podcast?
The Exceptional Advisor Podcast is created and hosted by Investments & Wealth Institute.
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