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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.

Oct 15, 2021

Certainty is easy to sell, but impossible to deliver. Robert Powell, the editor of Retirement Daily at TheStreet, interviews Carl Richards, CFP®, creator of the New York Times Sketch Guy column, on the importance of acknowledging uncertainty and demonstrating empathy with clients—especially during turbulent, uncertain times. This episode offers candid perspectives on how advisors are getting it right and what work might still need to be done to continue to humanize the financial planning process.