The Exceptional Advisor Podcast
The Exceptional Advisor is a monthly podcast from the Investments & Wealth Institute focused on the issues shaping the advisory profession. Host Sean Walters sits down with leading thinkers to unpack markets, policy, technology, and client behavior, translating what matters into insights advisors can use right away.
Listen to the Latest Episode
2026 Outlook with Liz Ann Sonders
Investments & Wealth Institute CEO Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a timely conversation on navigating markets defined by uncertainty, shifting economic signals, and relentless headlines.
Liz Ann reveals her current outlook on the economy, where she sees resilience beneath the volatility, and how advisors can separate meaningful data from short-term noise. The discussion moves beyond forecasts to focus on discipline — how to communicate with clients during uneven cycles, manage expectations, and reinforce long-term strategy when sentiment swings.
For advisors leading teams or building credibility within them, this conversation offers a practical perspective on aligning messaging, maintaining consistency, and guiding clients with clarity in complex environments.
Available on:
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Past Episodes
2026 Outlook with Liz Thomas: Part One
