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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. 2021
  3. 06

The Existence and Importance of ‘Investment Tribes’ w/ Sid and Arun Muralidhar, Ph.D.

Jun 25, 2021

Robert Powell, the editor of Retirement Daily at The Street, interviews Sid Muralidhar and Arun Muralidhar, Ph.D. on their award-winning article Behavioral Finance in Investing: The Existence and Importance of ‘Investment Tribes’ and Risk-Preference Diversity. This episode explores the implications of investment...

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Leadership Exchange: Diversity, Equity & Inclusion in the world of financial advice w/ Craig Young

Jun 16, 2021

The new Leadership Exchange Series will cultivate industry knowledge, trends, insight about the business of financial advice. This series aims to help you better serve your clients, differentiate yourself from the competition, and enhance your ability to communicate those differences.

 

Host Sean R. Walters, CAE

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Serving the Unique Needs of LGBTQ Clients w/ Frederick Hertz, J.D. [Remastered]

Jun 3, 2021

 
 

In celebration of Diversity and Inclusion Week, June 14-20, 2021, enjoy this remastered Exceptional Advisor Podcast episode. Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Frederick Hertz, J.D., attorney and mediator at the Law & Mediation Offices of Frederick Hertz, on how...

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