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.
Jamie Green, former editor of Investment Advisor Magazine and
ThinkAdvisor.com, interviews Christopher Holtby,
CPWA(®), co-founder of Wealth Advisor's Trust
Company, about trusts and estate planning.
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.