Jamie Green, former editor of Investment Advisor Magazine and ThinkAdvisor.com, interviews Christopher Holtby, CPWA(®), co-founder of Wealth Advisor's Trust Company, about trusts and estate planning.

Jamie Green, former editor of Investment Advisor Magazine and ThinkAdvisor.com, interviews Christopher Holtby, CPWA(®), co-founder of Wealth Advisor's Trust Company, about trusts and estate planning.

Jamie Green, former editor of Investment Advisor Magazine and ThinkAdvisor.com, interviews Christopher Holtby, CPWA(®),&nbsp;co-founder of Wealth Advisor's Trust Company, about trusts and estate planning.

Episode 3 - Estate Planning and Trusts

The Exceptional Advisor Podcast, produced by the Investments & Wealth Institute, is a conversation series for financial advisors who serve high-net-worth clients and want to sharpen how they practice.

Each episode features a working practitioner, researcher, or industry leader on the topics shaping the profession: market outlooks, retirement income, investor behavior, building and leading advisory teams, earning client trust, and the role of AI in advice. Past guests include Michael Kitces, Liz Ann Sonders, Mark Casady, John Bowen, and behavioral finance researcher Herman Brodie.

The show is built for advisors who already have the fundamentals and want the next layer of expertise — the kind that separates a competent advisor from an exceptional one. Expect practical conversations about serving clients with complex needs, standing out in a crowded market, and communicating your value in terms clients understand.

The podcast comes from the Institute that administers the CIMA®, CPWA®, and RMA® certifications, and it reflects the same standard: advanced, practitioner-focused, and grounded in the decisions advisors make with clients every day.

Listen and follow wherever you get your podcasts.

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The Exceptional Advisor Podcast, produced by the Investments & Wealth Institute, is a conversation series for financial advisors who serve high-net-worth clients and want to sharpen how they practice. Each episode features a working practitioner, researcher, or industry leader on the topics shaping the profession: market outlooks, retirement income, investor behavior, building and leading advisory teams, earning client trust, and the role of AI in advice. Past guests include Michael Kitces, Liz Ann Sonders, Mark Casady, John Bowen, and behavioral finance researcher Herman Brodie. The show is built for advisors who already have the fundamentals and want the next layer of expertise — the kind that separates a competent advisor from an exceptional one. Expect practical conversations about serving clients with complex needs, standing out in a crowded market, and communicating your value in terms clients understand. The podcast comes from the Institute that administers the CIMA®, CPWA®, and RMA® certifications, and it reflects the same standard: advanced, practitioner-focused, and grounded in the decisions advisors make with clients every day. Listen and follow wherever you get your podcasts.

The Exceptional Advisor Podcast, produced by the Investments &amp; Wealth Institute, is a conversation series for financial advisors who serve high-net-worth clients and want to sharpen how they practice.

Each episode features a working practitioner, researcher, or industry leader on the topics shaping the profession: market outlooks, retirement income, investor behavior, building and leading advisory teams, earning client trust, and the role of AI in advice. Past guests include Michael Kitces, Liz Ann Sonders, Mark Casady, John Bowen, and behavioral finance researcher Herman Brodie.

The show is built for advisors who already have the fundamentals and want the next layer of expertise — the kind that separates a competent advisor from an exceptional one. Expect practical conversations about serving clients with complex needs, standing out in a crowded market, and communicating your value in terms clients understand.

The podcast comes from the Institute that administers the CIMA®, CPWA®, and RMA® certifications, and it reflects the same standard: advanced, practitioner-focused, and grounded in the decisions advisors make with clients every day.

Listen and follow wherever you get your podcasts.

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Episode 3 - Estate Planning and Trusts

Episode 3 - Estate Planning and Trusts