CEO Sean Walters on ThinkAdvisor’s “Ask the Retirement Expert” Podcast

In a fast-evolving wealth management landscape, today’s clients — particularly those in the high-net-worth segment — are more informed, discerning, and digitally empowered than ever before. In this new environment, professional credentials and demonstrated ethical conduct are emerging as key differentiators. Those are the central themes explored by Investments & Wealth Institute CEO Sean Walters in a recent episode of ThinkAdvisor’s “Ask the Retirement Expert” podcast, hosted by Senior Reporter John Manganaro.

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In the conversation, Walters unpacks how post-pandemic shifts in client behavior — particularly the reduced reliance on in-person referrals and the growing importance of online discovery — are elevating the value of professional certifications such as the Institute’s CPWA®, CIMA®, and RMA® designations. The discussion also covers recent updates to these credentialing programs, the rising expectations of wealthy clients, and the key challenges and growth opportunities for RIAs and other financial professionals.