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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.

Mar 25, 2022

Liz Ann Sonders, Managing Director, Chief Investment Strategist, Charles Schwab & Co., discusses the most important takeaways for advisers and investors in light of Russia’s invasion of Ukraine and the Fed increasing its benchmark federal-funds rate by a quarter percentage point to a range between 0.25% and...

Mar 17, 2022

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), a partner with Keebler & Associates, LLP, discusses the reasons why 2022 may be an especially effective year to consider a Roth IRA conversion.  

Mar 3, 2022

Jonathan Pain, author, and publisher of the widely read investment newsletter, The Pain Report, talks with Exceptional Advisor podcast host Robert Powell about Russia’s invasion of Ukraine, its impact on the global economy, and how advisers might reposition their client’s portfolios given the current state...