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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 28, 2018

Jamie Green, former editor of Investment Advisor and, interviews Christine Gaze, president of Purpose Culsulting Group, LLC., on how you can attract new clients amid the heighted expectations of prospective and existing clients and then how advisors can serve and retain clients amid changing demographics.