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 Diversity. This 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 ThinkAdvisor.com, interviews Frederick Hertz, J.D., attorney and mediator at the Law & Mediation Offices of Frederick Hertz, on how...