--- title: The Exceptional Advisor Podcast | Investments & Wealth Institute description: 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. --- [Skip to content](https://content.investmentsandwealth.org/podcast/page/1#main-content) [![Investments & Wealth Institute ](https://content.investmentsandwealth.org/hubfs/content-hub/iwi_logo_w294_h46.svg "Investments & Wealth Institute ")](https://investmentsandwealth.org/) Explore - [All Content](https://4812204.hs-sites.com/content-hub) - [Video](https://4812204.hs-sites.com/content-hub?type=Video) - [eBook](https://4812204.hs-sites.com/content-hub?type=eBook) - [Case Study](https://4812204.hs-sites.com/content-hub?type=Case+Study) - [Blog](https://4812204.hs-sites.com/content-hub?type=Blog) - [Podcasts](https://4812204.hs-sites.com/content-hub?type=podcast) - [Webinars](https://4812204.hs-sites.com/content-hub?type=webinar) - [Find An Advisor](https://www.investmenthelp.org/) - [Contact](https://investmentsandwealth.org/contact-us) - [My Dashboard](https://portal.investmentsandwealth.org/s/login/?startURL=%2Fs%2Fhome-page) - Certifications - [CIMA](https://investmentsandwealth.org/certifications/cima-certification) - [CPWA](https://investmentsandwealth.org/certifications/cpwa-certification) - [RMA](https://investmentsandwealth.org/certifications/rma-certification) - [Help Me Choose](https://investmentsandwealth.org/certifications/compare-iwi-certifications) - [Online Education](https://investmentsandwealth.org/online-learning-financial-advisor-ce) - [Conferences & Events](https://investmentsandwealth.org/financial-advisor-conferences-events) - [Experience 2026](https://experience.investmentsandwealth.org) - [Membership](https://investmentsandwealth.org/membership) - [Publications & Resources](https://content.investmentsandwealth.org/) - [Partner Solutions](https://investmentsandwealth.org/partner-and-sponsor) - [About](https://investmentsandwealth.org/about/mission-purpose-value) # 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. Active Filters Clear all Topics Filters 0 ## Latest Articles Sort by: Newest first Oldest first Title A-Z ### [![How to Talk to Clients About Politics with Jeff Bush](https://content.investmentsandwealth.org/hubfs/IWI-ExceptionalAdvisor-HostandGuest-1920x1080-Episode-9.png) Practice Management 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 ... 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Libet Anderson, Community Leader at Cetera, joins host Sean Walters to discuss what excellence ... Mar 18, 2026 26 min](https://content.investmentsandwealth.org/podcast/what-makes-an-exceptional-advisor-with-libet-anderson) ### [![2026 Outlook with Liz Ann Sonders: Part Two](https://content.investmentsandwealth.org/hubfs/featured-podcast-market-outlook-part-2.png) Wealth Planning 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 ... Feb 13, 2026 30 min](https://content.investmentsandwealth.org/podcast/2026-outlook-with-liz-ann-sonders) ### [![2026 Outlook with Liz Thomas: Part One](https://content.investmentsandwealth.org/hubfs/exceptional-advisor-2026-ep1.png) Investments 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 ... 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