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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.

  1. All Episodes
  2. 2018
  3. 09

Episode 7 – How to Attract and Retain Younger Advisors & What They Bring to a Practice

Sep 28, 2018

Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Noel Pacarro Brown, CIMA®, CPWA®, the first vice president, family wealth advisor and financial advisor at Morgan Stanley, on the talent shortage the investment and wealth management industry is facing and how to attract and retain...

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Episode 6 – Attracting, Serving & Retaining Clients

Sep 28, 2018

Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Christine Gaze, president of Purpose Culsulting Group, LLC., on how you can attract new clients amid the heighted expectations of prospective and existing clients and then how advisors can serve and retain clients amid changing demographics.

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Episode 5 - Impact Investing

Sep 26, 2018

Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Marguerita Cheng, CFP(®), the co-founder and CEO of the independent financial planning firm, Blue Ocean Global Wealth, on impact investing.

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Episode 4 - Philanthropic Advising for the High-Net-Worth Client

Sep 26, 2018

Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Tim Belber, the founder and principle of The Alchemia Group LLC, on how best to channel your client's charitable intentions.

 

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Episode 3 - Estate Planning and Trusts

Sep 18, 2018

Jamie Green, former editor of Investment Advisor Magazine and ThinkAdvisor.com, interviews Christopher Holtby, CPWA(®), co-founder of Wealth Advisor's Trust Company, about trusts and estate planning.

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