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Podcast

A Fireside Chat about Retirement, Investments and Behavioral Finance

May 22, 2023 Admin

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 The Sandidge Group, and Jorge Padilla, CFP®, Principal and Senior Client Advisor. Prepare to be enlightened by their profound insights and engaging dialogue.

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About The Exceptional Advisor

The Exceptional Advisor is a monthly podcast from the Investments & Wealth Institute focused on the issues shaping the advisory profession. Host Sean Walters sits down with leading thinkers to unpack markets, policy, technology, and client behavior, translating what matters into insights advisors can use right away.