Exceptional Advisor: IWI's New Podcast Series for Investment Professionals

Posted by Allison Edmondson, Director of Communications

Oct 19, 2018 3:00:00 PM

Denver, CO — October 19, 2018  — Investments & Wealth Institute (formerly IMCA®) launched a new Exceptional AdvisorTM Podcast series last week at the Wealth Advisor Forum in Chicago, IL. The series will feature podcast hosts like Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, and feature interviews with top practitioners and industry experts.

The podcast series provides investment and wealth management professionals 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. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

“The Institute is proud to announce the Exceptional Advisor podcast as our newest educational resource for advisors,” said Sean Walters, CAE, chief executive officer. “The Institute provides advanced practitioners with premier quality education through a wide variety of formats: advanced certifications, extended online courses, conferences and seminars, webinars, peer-reviewed publications, and now, podcasts.”

The first eight episodes focus on wealth management topics including: Philanthropic Advising for the High-Net-Worth Client, Impact Investing, Serving the Unique Needs of LGBTQ Clients and Estate Planning and Trusts among others.

"In my experience, the most successful advisors love to learn from industry experts and especially their peers," said Green, "while the podcast format allows advisors to educate themselves on specific topics and at their own pace and leisure."

The Exceptional Advisor podcast is part of a larger Exceptional Advisor Initiative launched by the Investments & Wealth Institute earlier this summer. The initiative builds on the attributes of an Exceptional Advisor as defined by recent Institute and AbsoluteEngagement.com investor research that shows clients value a strong understanding of what they want and need, meaningful guidance, advanced expertise, and high ethical standards. 

Additional episodes will focus on various investment, wealth, and retirement management topics. 
Listen to the Exceptional Advisor series on iTunes, Spotify, and SoundCloud.


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