The Exceptional Advisor podcast

The Exceptional Advisor Podcast

The Exceptional Advisor Podcast podcast artwork

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Innhold levert av Investments & Wealth Institute and Wealth Institute. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investments & Wealth Institute and Wealth Institute eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Uncuffed

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1
S4, E1 - Day One 7:38

for 5 weeks siden7:38

7:38

Last summer, something monumental happened. One of Uncuffed's founding producers, Greg Eskridge, came home after more than 30 years in prison. In this episode we’ll bring you back to that emotional day last summer when he walked out of the San Quentin gates, free at last. Our work in prisons is supported by the California Arts Council, the California Department of Corrections and Rehabilitation, independent foundations, and donations from listeners like you. Learn more, sign up for Uncuffed news, and support the program at www.weareuncuffed.org Follow us @WeAreUncuffed on Instagram and Facebook Transcripts are available within a week of the episode coming out at www.kalw.org/podcast/uncuffed…

The Exceptional Advisor Podcast

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Innhold levert av Investments & Wealth Institute and Wealth Institute. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investments & Wealth Institute and Wealth Institute eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 competition, and improve their ability to communicate the competencies that make them exceptional.

… continue reading

100 episoder

#Trading #Business #Wealth Institute #Exceptional #Financial #Financialindustry #Financialservices #Institute #Investmentsandwealth #Investmentsandwealthinstitute #Iwi #Nonprofit #Investments Wealth Institute #Advisors

The Exceptional Advisor Podcast

The Exceptional Advisor Podcast podcast artwork

The Exceptional Advisor Podcast

updated for ca. et år siden

Del

Serier hjem•Feed

Innhold levert av Investments & Wealth Institute and Wealth Institute. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investments & Wealth Institute and Wealth Institute eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 competition, and improve their ability to communicate the competencies that make them exceptional.

… continue reading

100 episoder

#Trading #Business #Wealth Institute #Exceptional #Financial #Financialindustry #Financialservices #Institute #Investmentsandwealth #Investmentsandwealthinstitute #Iwi #Nonprofit #Investments Wealth Institute #Advisors

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1
Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors 40:53

for 24 weeks siden40:53

40:53

In this exclusive interview, John Bowen, President of CEG Worldwide and CEG Insight, shares powerful research insights and practical strategies to help financial advisors create high-performing teams and accelerate their success. The Dream Team Effect: www.cegwin.com/iwi-team #certifiedfinancialplanner #financialadvisor #continuingeducation…

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The Retirement Wake-Up Call is Here 52:35

for 47 weeks siden52:35

52:35

Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham discusses the evolving nature of retirement, emphasizing the gap between people's expectations and their level of preparation. He highlights the importance of planning and adapting to changing needs, both financially and emotionally. The conversation also touches on the role of financial advisors in guiding clients through these challenges, stressing the need for improved communication, understanding of aging, and comprehensive approaches to managing retirement finances and health considerations. Learn more at https://publications.investmentsandwealth.org/iwmonitor/library/item/november_december_2023/4161432/…

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DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice 48:31

for 1 year siden48:31

48:31

In this podcast, Dalbar founder Lou Harvey discusses the history of his firm, which pioneered research into quantifying the impact of investor behavior on returns. He reflects on key initiatives like the Quantitative Analysis of Investor Behavior (QAIB) report, which revealed the significant performance gap between mutual fund investors and the funds they invest in. Harvey also shares his perspective on current industry trends and the future outlook. He sees artificial intelligence playing a bigger role in financial advice, with humans focused more on interpreting AI recommendations versus specialized expertise. Harvey argues asset allocation should be highly personalized based on an investor's specific situation and needs. He advocates for a fiduciary standard across the advice industry. Throughout, Harvey emphasizes the importance of a personal approach in understanding clients and serving their best interests. He urges advisors to go beyond purely investment considerations to incorporate critical lifestyle factors impacting financial decisions.…

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Retirement Trends and Challenges 50:51

for 1 year siden50:51

50:51

differentiate your retirement advising practice with elevated and specialized capabilities. Explore the RMA® Certification: https://iwicentral.org/3STsNId In this roundtable discussion, experts Anna Rappaport, Rob Austin, and Michael Doshier provide insights on key retirement issues including spending patterns, debt levels, housing costs, family support, and using products like annuities and reverse mortgages. Key takeaways: - Retiree spending declines on average 2% per year, but is often "lumpy" with large one-time expenses - Housing represents the biggest expense for retirees, but many fail to incorporate home equity into financial plans - More retirees carry debt and support adult children financially than in the past - Annuities and reverse mortgages remain underutilized due to complexity, lack of advisor expertise The experts emphasize the need for holistic planning that accounts for healthcare, housing, family obligations, and other qualitative factors - not just portfolio returns. They advise financial advisors to take an expansive view when working with retiree clients.…

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Transforming Wealth Management with Technology 25:55

for 1 year siden25:55

25:55

Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains.

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What Financial Advisors Need To Know About 403(b) Retirement Plans 39:15

for 1 year siden39:15

39:15

In episode 117 of the Exceptional Advisor Podcast guests Dan Otter and Scott Dauenhauer of 403bwise discuss the issues with 403(b) retirement plans commonly used by teachers and the opportunities for financial advisors to help teachers save adequately for retirement.

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Why AI Poses a Mortal Threat to Financial Advisors 26:14

for 1 year siden26:14

26:14

Bob Powell and David Alan Macchia discuss the implications of artificial intelligence (AI) for the financial advisory profession. Macchia highlights AI's potential advantages, such as cost-efficiency and a unique user experience, but also acknowledges its current limitations in providing accurate advice. He predicts the rise of "digital humans" that merge vast financial knowledge with a human-like interface. The conversation underscores the importance of trust in the advisory profession and debates whether AI can achieve a similar trust level. Both participants emphasize the need for human advisors to adapt and integrate AI into their practices to stay competitive in the future.…

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The Importance of Diverse Perspectives in Teamwork 49:32

for 2 years siden49:32

49:32

In this podcast, content creator Shane Snow discusses the importance of diverse perspectives in teamwork. He shares insights from his book Dream Teams, which explores how cognitive diversity can lead to better decision-making and innovation.

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Why Do People Hire Their Financial Advisor? 40:12

for 2 years siden40:12

40:12

Danielle Labotka, a behavioral scientist with Morningstar, and Samantha Lamas, a senior behavioral researcher with Morningstar, discuss their latest research, "Why Do People Hire Their Financial Advisors?," which points to the importance of addressing a client’s emotional needs during beginning conversations. According to their research, how you explain your services can have an impact on a person’s hiring decision. And if you focus only on the cold, hard facts, you may be deterring some investors.…

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Warren Buffett: Investor and Entrepreneur 57:59

for 2 years siden57:59

57:59

Todd A. Finkle, author of Warren Buffett: Investor and Entrepreneur, discusses the life and career of Warren Buffett, one of the most accomplished investors of all time. Finkle, an expert on all things Buffett, provides a deep dive into the origins of Buffett's success, the ways behavioral biases can affect investors and how to overcome them.…

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Unraveling the Latest in Politics, Retirement, and Social Security 54:50

for 2 years siden54:50

54:50

Jeff Bush, the principal of Washington Update, discusses the debt ceiling crisis and the possible outcomes, as well as potential reforms to Social Security, and what actions advisers might consider given that many the provisions of the Tax Cuts and Jobs Act are set to expire at the end of 2025.

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What Advisors Need to Know About Social Security 46:05

for 2 years siden46:05

46:05

In this podcast, Mary Beth Franklin, author of "Maximizing Social Security Benefits" discusses what financial advisers need to know about Social Security, Social Security strategies for married couples, including spousal benefits, survivor benefits, and when to claim benefits to maximize their combined income, Social Security benefits for divorced individuals, the Social Security disability program, Social Security rules and exceptions for public employees, the taxability of Social Security benefits, the relationship between Social Security and Medicare, and how advisers should plan for Social Security being able to pay 100 percent of total scheduled benefits only until 2033.…

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A Fireside Chat about Retirement, Investments and Behavioral Finance 1:03:39

for 2 years siden1:03:39

1:03:39

Experience an exclusive fireside chat with Robert Powell at the esteemed Investments & Wealth Forum in Scottsdale. Delve into captivating conversations centered around the dynamic realms of retirement, investments, and behavioral finance, accompanied by renowned experts Jim Sandidge, Principal of The Sandidge Group, and Jorge Padilla, CFP®, Principal and Senior Client Advisor. Prepare to be enlightened by their profound insights and engaging dialogue.…

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Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall 38:48

for 2 years siden38:48

38:48

Tom Rieman, head of wealth solutions at J.D. Power, discusses the key findings from the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study. Two spoilers: Just a small fraction of advisors are currently offering comprehensive advice and just more than half of full-service wealth clients have financial plans.…

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How Advisors Can Mitigate Behavioral Biases 45:41

for 2 years siden45:41

45:41

Clare Flynn Levy, the founder and CEO of Essentia Analytics.com, discusses how advisers can mitigate their own behavioral biases, and help their clients mitigate their behavioral biases as well.

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