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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 3, 2021


In celebration of Diversity and Inclusion Week, June 14-20, 2021, enjoy this remastered Exceptional Advisor Podcast episode. Jamie Green, former editor of Investment Advisor and, interviews Frederick Hertz, J.D., attorney and mediator at the Law & Mediation Offices of Frederick Hertz, on how advisors can meet the unique needs of LGBTQ clients.