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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.

Jun 16, 2021

The new Leadership Exchange Series will cultivate industry knowledge, trends, insight about the business of financial advice. This series aims to help you better serve your clients, differentiate yourself from the competition, and enhance your ability to communicate those differences.


Host Sean R. Walters, CAE  , Chief Executive Officer, Investments & Wealth Institute, interviews Craig Young, Managing Director, National Business Development Executive at Merrill Lynch, on equity, diversity, and inclusion in the world of financial advice.