What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters
The Exceptional Advisor Podcast
Release Date: 02/02/2023
How Great Advisors Build Trust With Herman Brodie
The Exceptional Advisor Podcast
Herman Brodie, behavioral scientist and Founding Director of Prospecta Limited, has spent years studying how people build trust and why they lose it. In this episode of The Exceptional Advisor, he joins host Sean Walters and shares insights for financial advisors navigating today’s polarized, noise-filled world, including: Why salient headlines and changes draw client attention and how to redirect it How “behavior residue” and political polarization are showing up in client relationships How vulnerability outperforms self-promotion when building new relationships The importance of...
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What Makes an Exceptional Advisor with Libet Anderson
The Exceptional Advisor Podcast
What truly makes an advisor exceptional? In this episode of The Exceptional Advisor, Libet Anderson, Community Care Leader at Cetera, joins host Sean Walters to discuss what excellence really looks like amidst rising AI adoption and fiduciary expectations. She walks us through her career in the industry, the evolving standards of excellence, and what separates the best from the rest, along with how leaders can raise the bar across entire teams.
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Episode 2 (Part 2 of 2 Market Update): 2026 Outlook with Liz Ann Sonders
The Exceptional Advisor Podcast
In this episode of The Exceptional Advisor, Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a timely conversation on navigating markets defined by uncertainty, shifting economic signals, and relentless headlines. Liz Ann shares her current outlook on the economy, where she sees resilience beneath the volatility, and how advisors can separate meaningful data from short-term noise. The discussion moves beyond forecasts to focus on discipline — how to communicate with clients during uneven cycles, manage expectations, and reinforce...
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Episode 1 (Part 1 of 2 Market Update): 2026 Outlook with Liz Thomas (SoFi)
The Exceptional Advisor Podcast
What’s ahead for advisors in 2026, and how should they prepare? Host Sean Walters welcomes Liz Thomas, Head of Investment Strategy at SoFi, for a market update focused on the 2026 macro outlook. From balancing concentration risk and client FOMO to keeping clients calm, Liz covers plenty of ground, giving advisors a strong framework for smarter allocation decisions and stronger client conversations.
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Opportunities and Obstacles for a Successful Retirement
The Exceptional Advisor Podcast
A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA®
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Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors
The Exceptional Advisor Podcast
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
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The Retirement Wake-Up Call is Here
The Exceptional Advisor Podcast
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...
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DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice
The Exceptional Advisor Podcast
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...
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Retirement Trends and Challenges
The Exceptional Advisor Podcast
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...
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Transforming Wealth Management with Technology
The Exceptional Advisor Podcast
Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains.
info_outlineIn this episode, Robert Powell sits down with Professor Valerie Tiberius, the author of What Do You Want Out of Life? Professor Tiberius guides listeners in reflecting on their goals through a philosophical lens, providing a roadmap for a lifetime of purposeful self-discovery.