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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.

Sep 18, 2018

Jamie Green, former editor of Investment Advisor Magazine and, interviews Christopher Holtby, CPWA(®), co-founder of Wealth Advisor's Trust Company, about trusts and estate planning.