The Exceptional Advisor Podcast

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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.

How Great Advisors Build Trust With Herman Brodie

Apr 8, 2026

Herman Brodie, behavioral scientist and Founding Director of Prospecta Limited, has spent years studying how people build trust and why they lose it. In this episode of The Exceptional Advisor, he joins host Sean Walters and shares insights for financial advisors navigating today’s polarized, noise-filled world,...

What Makes an Exceptional Advisor with Libet Anderson

Mar 17, 2026

What truly makes an advisor exceptional? In this episode of The Exceptional Advisor, Libet Anderson, Community Care Leader at Cetera, joins host Sean Walters to discuss what excellence really looks like amidst rising AI adoption and fiduciary expectations. She walks us through her career in the industry, the...

Episode 2 (Part 2 of 2 Market Update): 2026 Outlook with Liz Ann Sonders

Feb 13, 2026

In this episode of The Exceptional Advisor, Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a timely conversation on navigating markets defined by uncertainty, shifting economic signals, and relentless headlines.

Liz Ann shares her current outlook on the economy, where...

Opportunities and Obstacles for a Successful Retirement

Mar 31, 2025

A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA®

The Retirement Wake-Up Call is Here

Apr 11, 2024

Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham discusses the evolving nature of retirement, emphasizing the gap between people's expectations and their...