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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.

Nov 4, 2021

In this podcast, Robert Powell, the editor of the Retirement Daily at TheStreet interviews Jennifer Risher, author of We Need to Talk, on an experience that millions share but no one discusses: what it's like to be rich. Risher, who joined Microsoft in 1991 and “got lucky”, talks about the hidden impact of wealth on identity, relationships, and sense of place in the world and what advisors need to know when dealing with wealthy clients.