Preview Mode Links will not work in preview mode

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.

Feb 24, 2022

In the third of a six-part series, Wade Pfau, Ph.D., CFA, RICP®, author of the Retirement Planning Guidebook, and Anders Smith, Vice President and Head of National Sales Consulting at Delaware Life Marketing, discuss the Retirement Income Style Awareness matrix and how to determine the appropriate retirement income...


Feb 14, 2022

Matthew D. Miskin, CFA, Co-Chief Investment Strategist at John Hancock Investment Management, discusses with host Robert Powell the firm’s view on inflation and where the U.S. is in the economic cycle, as well as how investors should position portfolios in this type of environment. Bradley L. Lutz, CFA, Portfolio...


Feb 1, 2022

Laurence Kotlikoff, a Professor of Economics at Boston University and President of Economic Security Planning, discusses some of the more shocking topics from his just-published book, Money Magic: An Economist’s Secrets to More Money, Less Risk, and a Better Life. One spoiler: Conventional financial advice is terribly...