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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 21, 2023

Clare Flynn Levy, the founder and CEO of Essentia, discusses how advisers can mitigate their own behavioral biases, and help their clients mitigate their behavioral biases...

Feb 15, 2023

Join Robert Powell as he welcomes Schyler Adams, the representative from Allianz Life Insurance, for a thought-provoking conversation exploring the interplay between fintech and annuities in the realm of financial planning.

Feb 2, 2023

In this episode, Robert Powell sits down with Professor Valerie Tiberius, the author of What Do You Want Out of Life? Professor Tiberius guides listeners in reflecting on their goals through a philosophical lens, providing a roadmap for a lifetime of purposeful self-discovery.

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. ...