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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 22, 2022

In this podcast, Robert Sofia, CEO of Snappy Kraken and author of Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World describes how advisers can make themselves impossible to ignore with bold, unique and memorable marketing. What's more, Sofia discusses how clients...

Dec 13, 2022

New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective, and building retirement strategies to manage through economic uncertainty.


The S&P 500 index tracks the stock performance of 500 large companies listed on stock exchanges. ...

Dec 2, 2022

In the sixth episode of a six-part series with Delaware Life, Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses in this podcast the intricacies of Medicare Planning and the situations surrounding it.