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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

Sep 23, 2019

Robert Powell, editor of Retirement Daily at The Street, interviews Omar Aguilar, Senior Vice President and Chief Investment Officer, Equities and Multi-asset Strategies behavioral finance. This episode is brought to you by behavioral finance week, the Investments & Wealth Institute in partnership with Charles Schwab Investment Management.