Home > News Room > Investment & Wealth Institute® Launches Exceptional Advisor Podcast Series

Investment & Wealth Institute® Launches Exceptional Advisor Podcast Series

Issue date: Friday, October 19, 2018

Contact Information: Devon Coquillard | +1 303 850 3202 | Contact Email: dcoquillard@i-w.org

Investment & Wealth Institute® Launches Exceptional AdvisorTM Podcast Series

DENVER (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 or at InvestmentsandWealth.org/podcasts.
For Information:
For additional information, contact Devon Coquillard, communications manager, dcoquillard@i-w.org or (303) 850-3203.
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.

The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

The Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA(SM) and Retirement Management Advisor(SM) are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.


Email DevonCall Devon