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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.

Apr 2, 2021

Robert Powell, the editor of Retirement Daily at The Street, interviews George McReynolds, CFP®, RFC®, and author of the personal finance book, “Prosperity By Design: How to make great financial decisions”
on providing financial advice to specialized industries.