All Episodes
The Exceptional Advisor Podcast — 100 episodes
What Your Clients Really Think About Your Credentials
How to Talk to Clients About Politics with Jeff Bush
Where Asset Allocation Meets Client Psychology
Two Credentialing CEOs on the Future of Advice
AI and the Meaning of Money with Mark Casady
The Future of Advice with Michael Kitces
How Great Advisors Build Trust With Herman Brodie
What Makes an Exceptional Advisor with Libet Anderson
2026 Outlook with Liz Ann Sonders
2026 Outlook with Liz Thomas
Opportunities and Obstacles for a Successful Retirement
Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors
The Retirement Wake-Up Call is Here
DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice
Retirement Trends and Challenges
Transforming Wealth Management with Technology
What Financial Advisors Need To Know About 403(b) Retirement Plans
Why AI Poses a Mortal Threat to Financial Advisors
The Importance of Diverse Perspectives in Teamwork
Why Do People Hire Their Financial Advisor?
Warren Buffett: Investor and Entrepreneur
Unraveling the Latest in Politics, Retirement, and Social Security
What Advisors Need to Know About Social Security
A Fireside Chat about Retirement, Investments and Behavioral Finance
Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall
How Advisors Can Mitigate Behavioral Biases
How Mentorship Programs Benefit Employers and Employees
Tax Efficient Drawdown Strategies for Investment Advisors
What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters
The Surprising Science of Meetings
How Advisors Can Market Like the Greatest Brands in the World
Surviving Market Volatility
Medicare Planning
E100-The Future of Wealth Management Part Two of Two
The Future of Wealth Management Part One of Two
The Basics of Estate Planning w/ Brendan Payne & Jeng Chiu
Ask: How to Relate to Anyone w/ Dan Solin
Principles, Myths, and Methods for the Hourly Financial Advisor w/ Mark Berg, CFP®
The Art and Science of Asking Questions w/ Warren Berger
Solutions to Emerging Tax Problems in Retirement w/ Waldean Wall
The Future of Money w/ Lilah Raynor
The Truth About Cypto w/ Matt Hougan
Common Questions and Myths about Social Security w/ Val Sender and Jeng Chiu
The Trust Mandate
Don't Fight the Fed w/ Liz Ann Sonders
Roth Conversions in 2022 w/ Robert Keebler
It's Time To Take Sides w/ Jonathan Pain
Retirement Income Styles and Decisions w/ Wade Pfau and Anders Smith
Positioning Portfolios for Inflation w/ Matthew Miskin and Bradley Lutz
Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life
Portfolios for Long-Term Investors
Optimizing Your Practice for Gens X, Y, and Z
Habits of a Champion Team: The Formula to Winning Big in Sports, Life, and Business
Why Taxes Matter in Retirement w/ Brendan Payne and Jeng Chiu
Exceptional Advisor™ Podcast Series Featured recording of Macquarie Asset Management's August 2021 podcast Private Markets and Alternative Yields
The Art and Science of Coaching Financial Advisors w/ Jamie Hopkins
Advising Clients Through the Controllable Factors and Uncontrollable Risks of a Retirement Spending Plan w/ Greg Goin and Mark Paulson
We Need to Talk: A Memoir About Wealth w/ Jennifer Risher
Dynamic Income Planning w/ Anders Smith and Jeng Chiu
Becoming Guides for Changing Landscapes, Not Defenders of Outdated Maps w/Carl Richards
Behavioral Finance Through a Pandemic Lifecyle w/Omar Aguilar, Ph.D.
Baking Behavioral Finance Into the Advisory Practice w/Daniel Crosby, Ph.D.
What We Learn from Loss w/ Rabbi Steve Leder
Life Happens, Plans Change: The Importance of Transitional Planning w/ Susan Bradley, CFP® , CeFT® & Ross Marino, CFP® , CeFT®
The Existence and Importance of 'Investment Tribes' w/ Sid and Arun Muralidhar, Ph.D.
Leadership Exchange: Diversity, Equity & Inclusion in the world of financial advice w/ Craig Young
Serving the Unique Needs of LGBTQ Clients w/ Frederick Hertz, J.D. [Remastered]
A Practical Approach to Behavioral Guidance w/John Nersesian, CIMA® , CPWA® , CIS, CFP®
Regulations that Impact Advice to Retail Investors w/Duane Thompson, AIFA®
Re-engineering Certifications for Today's Business Climate
Living What You Value with the Happiness Ethicist w/Jeff Kluge
Advising to a Specialized Industry w/George McReynolds, CFP®, RFC®
The Future of Sustainable Investing w/William Burckart & Bob Dannhauser, CFA®, FRM, CAIA®
ESG Investing with Margaret Towle, Ph.D., and Sidney Wigfall, JD
Advising Retirement Clients Amid a Pandemic w/Moe Allain, RMA®, CPWA®, AAMS®, MBA
Importance of Diversity & Inclusion Initiatives w/Garry Bridgeman, CIMA®
Episode 58–Reinforcing Women in the Workplace w/Catherine Collinson
Episode 57–Improving Retirement Outcomes w/Nick Halen
Episode 56–Relate & Connect to Your Clients w/Michael Falk, CFA®, CRC
Episode 55–Regime Changes That Can Lead to Value Overtaking Growth w/Matthew D. Miskin, CFA®
Episode 54–Opening Doors to Growth w/Eben Burr
Episode 53–Adapting to Change Without Missing a Beat w/Stacy Bernstein
Episode 52–Be More Visible in the Financial Industry w/Kate Healy
Episode 51–Advisor Behavioral Finance Trends Amid Covid-19, featuring Omar Aguilar, PhD
Episode 50–Thriving Through the New Landscape w/Kevin M. Sánchez, CIMA®, CPWA®, CFP®
Episode 49–Retirement Insights in 2020 w/Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA®
Episode 48–Crisis Management Situations w/Brian Hunter
Episode 47–Being Agile in 2020 w/Andrew Altfest
Episode 46–Retirement Insights in the Covid-Era w/Dana Anspach
Episode 45–Leaders & Stewards w/Don Trone
Episode 44–Fewer, Richer, Greener w/Larry Siegel
Episode 43–Client Communication during Crisis w/Christine Gaze & Kathleen Pritchard
Episode 42–*Special Edition* Weathering the Storm w/Noel Pacarro Brown
Episode 41 *Special Edition*–Advising in Uncertain Times w/Desiree Maldonado
Episode 40–Sail into Retirement w/Larry Jacobson
Episode 39–The Death of the 60/40 Portfolio w/Tony Davidow
Episode 38–Serving the Future of Wealth w/Kirstin Hill & Jen Auerbach
Episode 37–Retirement Income Strategies w/David John
Episode 36–Assessing the Value of Advice w/Cynthia Pagliaro
Episode 35–Retirement Risks w/Anna Rappaport