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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.

Sep 8, 2020

Robert Powell, editor of Retirement Daily at The Street, interviews Omar Aguilar, Senior Vice President and Chief Investment Officer, Passive Equities and Multi-asset Strategies. Listen in as they dive into the unprecedented period of market turbulence and societal turmoil—and discuss a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients. Omar will share ideas, insights and easy-to-implement techniques to help advisors manage client expectations and biases during these uncertain times.

This episode is brought to you by the Investments & Wealth Institute in partnership with Charles Schwab Investment Management Inc.