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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 23 - The Millennial Mindset w/ Alexandra Cole

Episode 23 - The Millennial Mindset w/ Alexandra Cole

Apr 26, 2019

Robert Powell, editor of Retirement Daily at The Street, interviews Alexandra Cole, co-founder of Purpose Generation, on how advisors can best meet the needs of the next generation of client.