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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.

Dec 2, 2022

In the sixth episode of a six-part series with Delaware Life, Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses in this podcast the intricacies of Medicare Planning and the situations surrounding it.

Important...


Nov 10, 2022

Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it’s changing, and whether it will ever become...


Oct 11, 2022

Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it’s changing, and whether it will ever become...


Sep 30, 2022

Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discuss in this podcast key estate planning strategies, key estate planning documents, estate...


Sep 16, 2022

Daniel R. Solin, The New York Times bestselling author of the Smartest series of investing books and "The Smartest Sales Book You’ll Ever Read," discusses his latest book, Ask: How to Relate to Anyone. In the podcast, Solin provides advice for advisors when talking to prospects and/or clients.