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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 pract... more
FAQs about The Exceptional Advisor Podcast:How many episodes does The Exceptional Advisor Podcast have?The podcast currently has 134 episodes available.
December 16, 2019Episode 33-Financial Market Transparency Theory w/Paolo SironiRobert Powell, editor of Retirement Daily at The Street, interviews Paolo Sironi, Bestselling Author and IBM Fintech Advisor in Finance and Economics, about Financial Market Transparency Theory....more57minPlay
December 02, 2019Episode 32-Option Strategies w/Marc OdoRobert Powell, editor of Retirement Daily at The Street, interviews Marc Odo, Client Portfolio Manager at Swan Global Investments discussing a new course offered by Investments & Wealth Institute....more29minPlay
November 11, 2019Episode 31-Generation Next w/Kate HealyRobert Powell, editor of Retirement Daily at The Street, interviews Kate Healy, Managing Director of Generation Next, TD Ameritrade Institutional, and discusses the next generation of clients and associates that advisors are likely to see....more47minPlay
September 23, 2019Episode 30-Behavioral Finance w/Omar AguilarRobert 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....more39minPlay
September 19, 2019Episode 29-Behavioral Finance & Building an Uncatchable Lead w/Robert Cooper Ph.D.Welcome to the Exceptional Advisor Podcast, today's guest is 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....more37minPlay
July 01, 2019*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....more56minPlay
June 20, 2019Episode 27 - Behavioral Finance vs. Traditional Finance w/ Victor RicciardiRobert Powell, editor of Retirement Daily at The Street, interviews Victor Ricciardi, Assistant Professor of Financial Management at Goucher College, on behavioral finance, Neruo finance, the disposition effect, and other financial topics....more34minPlay
June 06, 2019Episode 26 - Retirement Game-Changers w/ Steve VernonRobert 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....more45minPlay
May 17, 2019Episode 25 - Behavioral Finance w/ Meir StatmanRobert 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....more51minPlay
May 03, 2019Episode 24 - Cybersecurity and Financial Advising w/ John SileoRobert Powell, editor of Retirement Daily at The Street, interviews John Sileo, CEO of The Sileo Group, on what advisors should know about cybersecurity....more22minPlay
FAQs about The Exceptional Advisor Podcast:How many episodes does The Exceptional Advisor Podcast have?The podcast currently has 134 episodes available.