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.
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), a partner
with Keebler & Associates, LLP, discusses the reasons why 2022 may
be an especially effective year to consider a Roth IRA conversion.
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.