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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.

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  2. Behavioral Finance Through a Pandemic Lifecyle w/Omar Aguilar, Ph.D.

Behavioral Finance Through a Pandemic Lifecyle w/Omar Aguilar, Ph.D.

Sep 22, 2021

Robert Powell, the editor of Retirement Daily at The Street, interviews Omar Aguilar, Ph.D., Managing Director and Chief Investment Officer, Head of Investments at Schwab Asset Management, on the results from the 2021 BeFi Barometer. This episode offers best practices for applying behavioral finance as a means to potentially improve client financial outcomes. Important Disclosures (1021-1L0L)