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 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...

Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors

Sep 19, 2024

In this exclusive interview, John Bowen, President of CEG Worldwide and CEG Insight, shares powerful research insights and practical strategies to help financial advisors create high-performing teams and accelerate their success.

The Dream Team Effect: www.cegwin.com/iwi-team #certifiedfinancialplanner #financialadvisor...

Retirement Trends and Challenges

Feb 8, 2024

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In this roundtable discussion, experts Anna Rappaport, Rob Austin, and Michael Doshier provide insights on key retirement issues including spending patterns,...

What Financial Advisors Need To Know About 403(b) Retirement Plans

Nov 21, 2023

In episode 117 of the Exceptional Advisor Podcast guests Dan Otter and Scott Dauenhauer of 403bwise discuss the issues with 403(b) retirement plans commonly used by teachers and the opportunities for financial advisors to help teachers save adequately for retirement.

Why AI Poses a Mortal Threat to Financial Advisors

Oct 19, 2023

Bob Powell and David Alan Macchia discuss the implications of artificial intelligence (AI) for the financial advisory profession. Macchia highlights AI's potential advantages, such as cost-efficiency and a unique user experience, but also acknowledges its current limitations in providing accurate advice. He predicts...