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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. Life Happens, Plans Change: The Importance of Transitional Planning w/ Susan Bradley, CFP® , CeFT®  & Ross Marino, CFP® , CeFT® 

Life Happens, Plans Change: The Importance of Transitional Planning w/ Susan Bradley, CFP® , CeFT®  & Ross Marino, CFP® , CeFT® 

Jul 30, 2021

Robert Powell, the editor of Retirement Daily at The Street, interviews Susan Bradley, CFP , CeFT , and Ross Marino, CFP , CeFT , on their new book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan. This episode explores transition planning and how advisors can better serve clients when life takes unexpected turns.