Cover image of The Exceptional Advisor Podcast

The Exceptional Advisor Podcast

Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the ... Read more

Ranked #1

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Episode 31-Generation Next w/Kate Healy

Episode 31-Generation Next w/Kate Healy

Robert Powell, editor of Retirement Daily at The Street, interviews Kate Healy, Managing Director of Generation Next, TD... Read more

11 Nov 2019

46mins

Ranked #2

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Episode 26 - Retirement Game-Changers w/ Steve Vernon

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 Communicatio... Read more

6 Jun 2019

44mins

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Ranked #3

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*Special Edition* What is REG BI and how will it effect advisors?

*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... Read more

1 Jul 2019

55mins

Ranked #4

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Episode 33-Financial Market Transparency Theory w/Paolo Sironi

Episode 33-Financial Market Transparency Theory w/Paolo Sironi

Robert Powell, editor of Retirement Daily at The Street, interviews Paolo Sironi, Bestselling Author and IBM Fintech Adv... Read more

16 Dec 2019

56mins

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Ranked #5

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Episode 18 - What Financial Risks Do Retirees Face Late in Life

Episode 18 - What Financial Risks Do Retirees Face Late in Life

Robert Powell, editor of Retirement Daily at The Street, interviews Geoffrey Sanzenbacher, Associate Research Director a... Read more

21 Jan 2019

32mins

Ranked #6

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Episode 25 - Behavioral Finance w/ Meir Statman

Episode 25 - Behavioral Finance w/ Meir Statman

Robert Powell, editor of Retirement Daily at The Street, interviews Meir Statman, Glenn Klimek Professor of Finance at S... Read more

17 May 2019

50mins

Ranked #7

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Episode 27 - Behavioral Finance vs. Traditional Finance w/ Victor Ricciardi

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 M... Read more

20 Jun 2019

33mins

Ranked #8

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Episode 17 - The Role of Annuity Products in Retirement Planning

Episode 17 - The Role of Annuity Products in Retirement Planning

Robert Powell, editor of Retirement Daily at The Street, interviews Tamiko Toland, head of annuity research at CANNEX Fi... Read more

18 Dec 2018

26mins

Ranked #9

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Episode 35–Retirement Risks w/Anna Rappaport

Episode 35–Retirement Risks w/Anna Rappaport

Robert Powell, editor of Retirement Daily at The Street, interviews Anna Rappaport, President at Anna Rappaport Consulti... Read more

27 Jan 2020

57mins

Ranked #10

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Episode 21 - How Today's Retirees Are Financially Fairing w/ Catherine Collinson

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, ... Read more

4 Apr 2019

35mins

Ranked #11

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Episode 36–Assessing the Value of Advice w/Cynthia Pagliaro

Episode 36–Assessing the Value of Advice w/Cynthia Pagliaro

Robert Powell, editor of Retirement Daily at The Street, interviews Cynthia Pagliaro, Senior Research Analyst at Vanguar... Read more

18 Feb 2020

38mins

Ranked #12

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Episode 24 - Cybersecurity and Financial Advising w/ John Sileo

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... Read more

3 May 2019

21mins

Ranked #13

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Episode 22 - From Brexit to China: Economic Disruptions w/ Marci Rossell, Ph.D.

Episode 22 - From Brexit to China: Economic Disruptions w/ Marci Rossell, Ph.D.

Robert Powell, editor of Retirement Daily at The Street, interviews Marci Rossell, Ph.D., about economic disruptions ran... Read more

18 Apr 2019

20mins

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