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Podcast Library

Learn the latest from the Investments & Wealth Institute Exceptional Advisor podcast series.

The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to commuincate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

Choose from the following episodes:

Episode 1: What will Advisory Services Look Like in Five Years?
Tim Whiting, chief marketing officer of the Investments & Wealth Institute, shares "What will Advisory Services Look Like in Five Years," an article published in the Investments & Walth Monitor May/June 2018 issue written by Paul Schaeffer and Steven Unzicker.



Episode 2: How to Attract High-Net-Worth Clients 
Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Julie Littlechild, the founder of AbsoluteEngagement.com, on how best to attract and retain high-net-worth clients through differentiating your expertise from your peers.



Episode 3: Estate Planning and Trusts 
Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Christopher Holtby, CPWA®, co-founder of Wealth Advisors Trust Company, about trusts and estate planning.



Episode 4 - Philanthropic Advising for the High-Net-Worth Client
Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Tim Belber, J.D., AEP®, the founder and principle of The Alchemia Group LLC, on how best to channel your client's charitable intentions.

 
Episode 5 - Impact Investing
Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Marguerita Cheng, CFP®, RICP®, the co-founder and CEO of the independent financial planning firm, Blue Ocean Global Wealth, on impact investing.



Episode 6 – Attracting, Serving & Retaining Clients
Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Christine Gaze, president of Purpose Consulting Group, LLC., on how you can attract new clients amid the heighted expectations of prospective and existing clients and then how advisors can serve and retain clients amid changing demographics.

 
Episode 7 – How to Attract and Retain Younger Advisors & What They Bring to a Practice
Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Noel Pacarro Brown, CIMA®, CPWA®, the first vice president, family wealth advisor and financial advisor at Morgan Stanley, on the talent shortage the investment and wealth management industry is facing and how to attract and retain younger advisors to fill these positions; and what younger advisors bring to a practice.

 
Episode 8 – Serving the Unique Needs of LGBTQ Clients
Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Frederick Hertz, J.D., attorney and mediator at the law and mediation offices of Frederick Hertz, on how advisors can meet the unique needs of LGBTQ clients.



Episode 9 - Estate Planning and Charitable Giving With Martin Shenkman
Robert Powell, editor of Retirement Daily at The Street, interviews Martin Shekman of Shenkman Law, on estate planning and charitable giving in the wake of the 2017 tax cuts and jobs act.
 


Episode 10 - Current State of Retirement in the United States
Robert Powell, editor of Retirement Daily at The Street, interviews Bruce Wolfe, principal at C.S Wolfe & Associates, LLC, about the current state of retirement in the United States.



Episode 11 - Will the Financial Fragility of Retirees Increase?
Tim Whiting, chief marketing officer of the Investments & Wealth Institute, reads "Will the Financial Fragility of Retirees Increase?," an article published in the Retirement Management Journal Vol. 7, written by Steven A. Sass.



Episode 12 - Insight on Retires over 85
Robert Powell, editor of Retirement Daily at The Street, interviews Anna Rapport, an internationally recognized expert on the impact of change on retirement systems and workforce issues, about the current state of retirement in the United States.
 

E13 — Change Your Focus: Advising for Retirement
Robert Powell, editor of Retirement Daily at The Street, interviews Bob Mauterstock, co-founder of Plan 4 Life, about how advisors can begin to expand their duties in the age of automation, especially with their older clients.


Episode 14 - The Retirement Planning Jigsaw Puzzle
Robert Powell, editor of Retirement Daily at The Street, interviews John Diehl, CFP®, CLU®, ChFC®, senior vice president of Strategic Markets for Hartford Funds, about how advisors can use a big-picture to help clients make the right retirement decisions.