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

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 strong framework for smarter allocation decisions and stronger client conversations.