Home > News Room > Podcast Library > Exceptional Advisor Podcast Series — Season 2

Exceptional Advisor Podcast Series — Season 2

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

Season 2 Begins!

landing-page-podcast.jpg


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 30 - Behavioral Finance w/Omar Aguilar
Robert Powell, editor of Retirement Daily at The Street, interviews Omar Aguilar, Senior Vice President and Chief Investment Officer, Equities and Multi-asset Strategies behavioral finance. This episode is brought to you by behavioral finance week, the Investments & Wealth Institute in partnership with Charles Schwab Investment Management.



Episode 29 - Behavioral Finance and Building the Uncatchable Lead w/Robert Cooper
Robert Powell, editor of Retirement Daily at The Street, interviews Dr. Robert Cooper, CEO of Cooper Neuroscience Lab discussing behavioral finance, and building the uncatchable lead. This episode is brought to you by behavioral finance week, the Investments & Wealth Institute in partnership with Charles Schwab Investment Management.



Episode 28 - *Special Edition* What is REG BI and how will it effect advisors?
In this special edition of the Exceptional Advisor Podcast Series, Robert Powell interviews Duane Thompson on Regulation Best Interest, a new ruling made by the SEC.



Episode 27 - Behavioral Finance vs. Traditional Finance w/ Victor Ricciardi
Robert Powell, editor of Retirement Daily at The Street, interviews Victor Ricciardi, Assistant Professor of Financial Management at Goucher College, on behavioral finance, neruofinance, the disposition effect, and other financial topics.

 
Episode 26 - Retirement Game-Changers w/ Steve Vernon
Robert Powell, editor of Retirement Daily at The Street, interviews Steve Vernon, President of Rest-of-Life Communications and a Research Scholar at Stanford Center on Longevity, on his latest book, Retirement Game‑Changers.

 
Episode 25 - Behavioral Finance w/ Mier Statman
Robert Powell, editor of Retirement Daily at The Street, interviews Meir Statman, Glenn Klimek Professor of Finance at Santa Clara University, on behavioral finance topics as well as his most recent book, Finance for Normal People: How Investors and Markets Behave.



Episode 24 - Cybersecurity and Financial Advising w/ John Sileo
Robert Powell, editor of Retirement Daily at The Street, interviews John Sileo, CEO of The Sileo Group, on what advisors should know about cybersecurity.



Episode 23 - The Millennial Mindset w/ Alexandra Cole​
Robert Powell, editor of Retirement Daily at The Street, interviews Alexandra Cole, co-founder of Purpose Generation, on how advisors can best meet the needs of the next generation of client.



Episode 22 - Economic Disruptions w/ Marci Rossell, Ph.D.​
Robert Powell, editor of Retirement Daily at The Street, interviews Marci Rossell, Ph.D., about economic disruptions ranging from Brexit to ongoing trade wars with China.



Episode 21 - How Today's Retirees Are Financially Fairing w/ Catherine Collinson​
Robert Powell, editor of Retirement Daily at The Street, interviews Catherine Collinson, CEO of Transamerica Institute, about their recently published study, "A Precarious Existence: How Today's Retirees Are Financially Fairing in Retirement."



Episode 20 – QBI Reduction, Small Business Owners, and the 199A Tax Act w/ Jeffrey Levine​
Robert Powell, editor of Retirement Daily at The Street, interviews Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, the Director of Advisor Education for Kitces.com, about QBI reduction of small business owners.



Episode 19: Advanced Roth Conversion Strategies w/ Michael Kitces 
Robert Powell, editor of Retirement Daily at The Street, interviews Michael Kitces, about his strategies for dealing with Roth conversions.