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.
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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 ...
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 ...
Retirement Trends and Challenges
In this roundtable discussion, experts Anna Rappaport, Rob Austin, and Michael Doshier provide insights on key retirement issues including ...
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 ...
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) ...
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 ...
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 ...
Why Do People Hire Their Financial Advisor?
Danielle Labotka, a behavioral scientist with Morningstar, and Samantha Lamas, a senior behavioral researcher with Morningstar, discuss ...
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 ...
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 ...
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