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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.

Dec 16, 2019

Robert Powell, editor of Retirement Daily at The Street, interviews Paolo Sironi, Bestselling Author and IBM Fintech Advisor in Finance and Economics, about Financial Market Transparency Theory.


Dec 2, 2019

Robert Powell, editor of Retirement Daily at The Street, interviews Marc Odo, Client Portfolio Manager at Swan Global Investments discussing a new course offered by Investments & Wealth Institute.


Nov 11, 2019

Robert Powell, editor of Retirement Daily at The Street, interviews Kate Healy, Managing Director of Generation Next, TD Ameritrade Institutional, and discusses the next generation of clients and associates that advisors are likely to see.


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...


Sep 19, 2019

Welcome to the Exceptional Advisor Podcast, today's guest is Dr. Robert Cooper CEO of Cooper neuroscience lab discussing behavioral finance, and building the uncatchable lead. This episode is brought to you by behavioral finance week, the Investments & Wealth Institute in partnership with Charles Schwab...