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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.

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  2. Ask: How to Relate to Anyone w/ Dan Solin

Ask: How to Relate to Anyone w/ Dan Solin

Sep 16, 2022

Daniel R. Solin, The New York Times bestselling author of the Smartest series of investing books and "The Smartest Sales Book You’ll Ever Read," discusses his latest book, Ask: How to Relate to Anyone. In the podcast, Solin provides advice for advisors when talking to prospects and/or clients.