The Exceptional Advisor Podcast
The Exceptional Advisor is a monthly podcast from the Investments & Wealth Institute. Host Sean Walters talks with leading voices in wealth management about the trends, technology, and client dynamics shaping the advisory profession.
Latest Articles
AI and the Meaning of Money with Mark Casady
Mark Casady— Co-Founder and General Partner of Vestigo Ventures and Executive Chair at FMG—joins host Sean Walters to talk about what AI ...
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 ...
How Great Advisors Build Trust with Herman Brodie
Herman Brodie, behavioral economics specialist and Founding Director of Prospecta Limited, has spent years studying how people build trust ...
What Makes an Exceptional Advisor with Libet Anderson
What truly makes an advisor exceptional? Libet Anderson, Community Leader at Cetera, joins host Sean Walters to discuss what excellence ...
2026 Outlook with Liz Ann Sonders: Part Two
Investments & Wealth Institute CEO Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a ...
2026 Outlook with Liz Thomas: Part One
What’s ahead for advisors in 2026, and how should they prepare? Liz Thomas, Head of Investment Strategy at SoFi, joins host and Investments ...
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® In this episode of ...
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 ...
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 ...
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 ...
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