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 30-Behavioral Finance w/Omar Aguilar

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...

Episode 29-Behavioral Finance & Building an Uncatchable Lead w/Robert Cooper Ph.D.

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...