The Exceptional Advisor Podcast Series
IWI’s podcast series provides 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. Enjoy interviews with some of the world's leading financial services experts and practitioners.
New episodes are available bi-monthly so sit back, click and relax or visit Sound Cloud, Apple or Spotify and search for "Exceptional Advisor" and schedule automatic downloads to your apple or android devices.
Listen to the Latest Episode
Opportunities and Obstacles for a Successful Retirement: A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA®
In this episode of the Exceptional Advisor Podcast, hosted by Bob Powell and presented by the Investments & Wealth Institute, a panel of experts discusses key issues surrounding retirement planning, caregiving, and financial advising. Guests Laurie Lucas Gordon and John Gunderson explore the financial and emotional toll of caregiving, the role of financial advisors in assisting caregivers, and the importance of integrating caregiving costs into retirement planning. The discussion also highlights disability in retirement, the necessity of specialized financial guidance, and how advisors can expand their expertise and networks to better serve clients.
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