The Exceptional Advisor Podcast

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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.

Episode 2 (Part 2 of 2 Market Update): 2026 Outlook with Liz Ann Sonders

Feb 13, 2026

In this episode of The Exceptional Advisor, Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a timely conversation on navigating markets defined by uncertainty, shifting economic signals, and relentless headlines.

Liz Ann shares her current outlook on the economy, where...

Episode 1 (Part 1 of 2 Market Update): 2026 Outlook with Liz Thomas (SoFi)

Feb 4, 2026

What’s ahead for advisors in 2026, and how should they prepare? Host Sean Walters welcomes Liz Thomas, Head of Investment Strategy at SoFi, for a market update focused on the 2026 macro outlook. From balancing concentration risk and client FOMO to keeping clients calm, Liz covers plenty of ground, giving advisors a...