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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. The Future of Advice with Michael Kitces

The Future of Advice with Michael Kitces

May 8, 2026

Michael Kitces, Head of Planning Strategy at Focus Partners Wealth, Co-Founder of XY Planning Network, and one of the industry’s most recognized voices, joins Sean Walters on this episode of The Exceptional Advisor for a “This Or That” conversation on:

Investments or wealth? Firms do both, but individual advisors are increasingly specializing in one or the other as investment management centralizes.
Solo or team? Both paths are thriving, and it has never been more profitable or easier to run as a solo advisor, despite what mega firms want you to believe.
Utopian or dystopian? Why Kitces is bullish on advice, even as AI raises the bar for everyone.

It’s a wide-ranging conversation with one of the sharpest minds in the business and a must-listen for advisors.