The Exceptional Advisor Podcast

Sep 19 2024 100 ep. 41 mins 33
The Exceptional Advisor Podcast artwork

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.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors

Sep 19 2024 40 mins  
In this exclusive interview, John Bowen, President of CEG Worldwide and CEG Insight, shares powerful research insights and practical strategies to help financial advisors create high-performing teams and accelerate their success. The Dream Team Effect: www.cegwin.com/iwi-team #certifiedfinancialplanner #financialadvisor #continuingeducation

The Retirement Wake-Up Call is Here

Apr 11 2024 52 mins  
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 expectations and their level of preparation. He highlights the importance of planning

DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice

Mar 01 2024 48 mins  
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 performance gap between mutual fund investors and the funds they invest in. Harvey also sh

Retirement Trends and Challenges

Feb 08 2024 50 mins  
differentiate your retirement advising practice with elevated and specialized capabilities. Explore the RMA® Certification: https://iwicentral.org/3STsNId In this roundtable discussion, experts Anna Rappaport, Rob Austin, and Michael Doshier provide insights on key retirement issues including spending patterns, debt levels, housing costs, family support, and using products li

Transforming Wealth Management with Technology

Dec 07 2023 25 mins  
Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains.

What Financial Advisors Need To Know About 403(b) Retirement Plans

Nov 21 2023 39 mins  
In episode 117 of the Exceptional Advisor Podcast guests Dan Otter and Scott Dauenhauer of 403bwise discuss the issues with 403(b) retirement plans commonly used by teachers and the opportunities for financial advisors to help teachers save adequately for retirement.

Why AI Poses a Mortal Threat to Financial Advisors

Oct 19 2023 26 mins  
Bob Powell and David Alan Macchia discuss the implications of artificial intelligence (AI) for the financial advisory profession. Macchia highlights AI's potential advantages, such as cost-efficiency and a unique user experience, but also acknowledges its current limitations in providing accurate advice. He predicts the rise of "digital humans" that merge vast financial knowledge

The Importance of Diverse Perspectives in Teamwork

Aug 21 2023 49 mins  
In this podcast, content creator Shane Snow discusses the importance of diverse perspectives in teamwork. He shares insights from his book Dream Teams, which explores how cognitive diversity can lead to better decision-making and innovation.

Why Do People Hire Their Financial Advisor?

Aug 04 2023 40 mins  
Danielle Labotka, a behavioral scientist with Morningstar, and Samantha Lamas, a senior behavioral researcher with Morningstar, discuss their latest research, "Why Do People Hire Their Financial Advisors?," which points to the importance of addressing a client’s emotional needs during beginning conversations. According to their research, how you explain your services can have an

Warren Buffett: Investor and Entrepreneur

Jul 21 2023 57 mins  
Todd A. Finkle, author of Warren Buffett: Investor and Entrepreneur, discusses the life and career of Warren Buffett, one of the most accomplished investors of all time. Finkle, an expert on all things Buffett, provides a deep dive into the origins of Buffett's success, the ways behavioral biases can affect investors and how to overcome them.