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Exceptional Advisor Podcast Series — Season 2

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

Season 2 Begins!

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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 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.