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Investments & Wealth Institute
The Exceptional Advisor Podcast
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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Ratings & Reviews
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4.4 stars from 16 ratings
Fantastic show!
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“Great insights on the world of finance, wealth and retirement. I particularly like the episodes on behavioral finance. Would recommend this podcast to anyone in the financial industry.”
Dave Alvarado via Apple Podcasts ·
United States of America ·
01/27/20
So so performance from the host
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““Um...ok”, the host said this probably 10 times in a 30 minute interview with Michael Kitces.”
MPWHIT via Apple Podcasts ·
United States of America ·
05/09/19
Recent Episodes
Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham discusses the evolving nature of retirement, emphasizing the gap between people's...
Published 04/11/24
Published 04/11/24
In this podcast, Dalbar founder Lou Harvey discusses the history of his firm, which pioneered research into quantifying the impact of investor behavior on returns. He reflects on key initiatives like the Quantitative Analysis of Investor Behavior (QAIB) report, which revealed the significant...
Published 03/01/24
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