The Exceptional Advisor Podcast

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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.

Episode 11 - Will the Financial Fragility of Retirees Increase?

Oct 25, 2018

Tim Whiting, chief marketing officer of the Investments & Wealth Institute, reads "Will the Financial Fragility of Retirees Increase?," an article published in the Retirement Management Journal Vol. 7, written by Steven A. Sass.

Episode 10 - Current State of Retirement in the United States

Oct 8, 2018

Robert Powell, editor of Retirement Daily at The Street, interviews Bruce Wolfe, principal at C.S Wolfe & Associates, LLC, about the current state of retirement in the United States.

Episode 9 - Estate Planning and Charitable Giving With Martin Shenkman

Oct 8, 2018

Robert Powell, editor of Retirement Daily at The Street, interviews Martin Shekman of Shenkman Law, on estate planning and charitable giving in the wake of the 2017 tax cuts and jobs act.

Episode 8 – Serving the Unique Needs of LGBTQ Clients

Oct 1, 2018

Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Frederick Hertz, J.D., attorney and mediator at the law and mediation offices of Frederick Hertz, on how advisors can meet the unique needs of LGBTQ clients.