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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 25, 2021

Robert Powell, the editor of Retirement Daily at The Street, interviews Sid Muralidhar and Arun Muralidhar, Ph.D. on their award-winning article Behavioral Finance in Investing: The Existence and Importance of ‘Investment Tribes’ and Risk-Preference DiversityThis episode explores the implications of investment...

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

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...