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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 7, 2023

Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial...


Jul 21, 2023

Todd A. Finkle, author of Warren Buffett: Investor and Entrepreneur, discusses the life and career of Warren Buffett, one of the most accomplished investors of all time. Finkle, an expert on all things Buffett, provides a deep dive into the origins of Buffett's success, the ways behavioral biases can affect...


Feb 28, 2023

Jean Heath, CIMA®, Managing Director, Head of Asset Manager Network at Envestnet, Inc., and Kellan Brown, Vice President Strategic Partnerships, at Finance of America Reverse discuss the benefits of a mentorship program for employers, employees, and college students; the steps involved in implementing a mentorship...


Jan 19, 2023

In this podcast, Dr. Steven Rogelberg, Chancellor’s Professor at UNC Charlotte and the author of The Surprising Science of Meetings, offers proven practices and techniques that help managers and employees enhance the quality of their meetings. To learn more about Dr. Rogelberg, visit


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.