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

Retirement Trends and Challenges

In this roundtable discussion, experts Anna Rappaport, Rob Austin, and Michael Doshier provide insights on key retirement issues including spending patterns, debt levels, housing costs, family support, and using products like annuities and reverse mortgages. The experts emphasize the need for holistic planning that accounts for healthcare, housing, family obligations, and other qualitative factors - not just portfolio returns. They advise financial advisors to take an expansive view when working with retiree clients.

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Apple Podcasts