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

DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice

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 (QAIB) report, which revealed the significant performance gap between mutual fund investors and the funds they invest in. Harvey also shares his perspective on current industry trends and the future outlook. He sees artificial intelligence playing a bigger role in financial advice, with humans focused more on interpreting AI recommendations versus specialized expertise.

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Apple Podcasts