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 | Monthly | Episodes | 100 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
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 finan... more
What truly makes an advisor exceptional? In this episode of The Exceptional Advisor, Libet Anderson, Community Care Leader at Cetera, joins host Sean Walters to discuss what excellence really looks like amidst rising AI adoption and fiduciary expecta... more
In this episode of The Exceptional Advisor, Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a timely conversation on navigating markets defined by uncertainty, shifting economic signals, and relentless ... more
What's ahead for advisors in 2026, and how should they prepare? Host Sean Walters welcomes Liz Thomas, Head of Investment Strategy at SoFi, for a market update focused on the 2026 macro outlook. From balancing concentration risk and client FOMO to ke... more
Key Facts
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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 States6 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 States7 years ago
Chart Rankings
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Apple Podcasts | #23 |  Mexico/Business/Investing |
Apple Podcasts | #132 | Mexico/Business |
Talking Points
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Frequently Asked Questions About The Exceptional Advisor Podcast
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Which podcasts are similar to The Exceptional Advisor Podcast?
These podcasts share a similar audience with The Exceptional Advisor Podcast:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Bogleheads On Investing Podcast
4. Investing Insights
5. The Long View
How many episodes of The Exceptional Advisor Podcast are there?
The Exceptional Advisor Podcast launched 8 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.
How do I contact The Exceptional Advisor Podcast?
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What guests have appeared on The Exceptional Advisor Podcast?
Recent guests on The Exceptional Advisor Podcast include:
1. John Bowen
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