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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. 2022
  3. 07

The Future of Money w/ Lilah Raynor

Jul 22, 2022

Lilah Raynor, the founder and CEO of Logica Research, describes the key findings from Logica's most recent Future of Money Study on the way Gen Z, Millennials, Gen X, and Boomers make, spend and manage money. Plus, Raynor provides actionable advice to financial advisers based on the results of Logica's research.

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The Truth About Cypto w/ Matt Hougan

Jul 7, 2022

Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens, and the best way for advisers to incorporate cryptocurrency into their client’s portfolios. 

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