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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.

Apr 8, 2026

Herman Brodie, behavioral scientist and Founding Director of Prospecta Limited, has spent years studying how people build trust and why they lose it. In this episode of The Exceptional Advisor, he joins host Sean Walters and shares insights for financial advisors navigating today’s polarized, noise-filled world, including:

  • Why salient headlines and changes draw client attention and how to redirect it
  • How “behavior residue” and political polarization are showing up in client relationships
  • How vulnerability outperforms self-promotion when building new relationships
  • The importance of competence and benevolence in building trust

This is the conversation every advisor needs to hear to understand what trust really means and how to build more of it.