The Exceptional Advisor Podcast
Investments & Wealth InstituteProduced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
| Publishes | Weekly | Episodes | 100 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to the Podcast
Latest Episodes
Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham discusses the evolving nature of r... more
In this podcast, Dalbar founder Lou Harvey discusses the history of his firm, which pioneered research into quantifying the impact of investor behavior on returns. He reflects on key initiatives like the Quantitative Analysis of Investor Behavior (QA... more
differentiate your retirement advising practice with elevated and specialized capabilities. Explore the RMA® Certification: https://iwicentral.org/3STsNId In this roundtable discussion, experts Anna Rappaport, Rob Austin, and Michael Doshier pro... more
Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains.
Insights
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Reviews
- Fantastic show!
Great insights on the world of finance, wealth and retirement. I particularly like the episodes on behavioral finance. Would recommend this podcast to anyone in the financial industry.
Apple Podcasts5Dave Alvarado
United States4 years ago - So so performance from the host
“Um...ok”, the host said this probably 10 times in a 30 minute interview with Michael Kitces.
Apple Podcasts3MPWHITUnited States5 years ago
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Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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The Exceptional Advisor Podcast launched 6 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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