The Exceptional Advisor Podcast
The Exceptional Advisor is a monthly podcast from the Investments & Wealth Institute focused on the issues shaping the advisory profession. Host Sean Walters sits down with leading thinkers to unpack markets, policy, technology, and client behavior, translating what matters into insights advisors can use right away.
Listen to the Latest Episode
2026 Outlook with Liz Thomas
What’s ahead for advisors in 2026, and how should they prepare? Liz Thomas, Head of Investment Strategy at SoFi, joins host and Investments & Wealth Institute CEO Sean Walters for a market update focused on the 2026 macro outlook.
From balancing concentration risk and client FOMO to keeping clients calm, Liz shares how advisors can build a solid foundation for smarter allocation decisions and stronger client conversations.
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