The Exceptional Advisor Podcast
Episodes
What Makes an Exceptional Advisor with Libet Anderson
19 Feb 2026
Contributed by Lukas
What truly makes an advisor exceptional? In this episode of The Exceptional Advisor, Libet Anderson, Community Care Leader at Cetera, joins host Sean ...
Episode 2 (Part 2 of 2 Market Update): 2026 Outlook with Liz Ann Sonders
13 Feb 2026
Contributed by Lukas
In this episode of The Exceptional Advisor, Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a timely ...
Episode 1 (Part 1 of 2 Market Update): 2026 Outlook with Liz Thomas (SoFi)
04 Feb 2026
Contributed by Lukas
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 mark...
Opportunities and Obstacles for a Successful Retirement
31 Mar 2025
Contributed by Lukas
A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA®
Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors
19 Sep 2024
Contributed by Lukas
In this exclusive interview, John Bowen, President of CEG Worldwide and CEG Insight, shares powerful research insights and practical strategies to hel...
The Retirement Wake-Up Call is Here
11 Apr 2024
Contributed by Lukas
Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexitie...
DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice
01 Mar 2024
Contributed by Lukas
In this podcast, Dalbar founder Lou Harvey discusses the history of his firm, which pioneered research into quantifying the impact of investor behavi...
Retirement Trends and Challenges
08 Feb 2024
Contributed by Lukas
differentiate your retirement advising practice with elevated and specialized capabilities. Explore the RMA® Certification: https://iwicentral.org/3...
Transforming Wealth Management with Technology
07 Dec 2023
Contributed by Lukas
Rashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across f...
What Financial Advisors Need To Know About 403(b) Retirement Plans
21 Nov 2023
Contributed by Lukas
In episode 117 of the Exceptional Advisor Podcast guests Dan Otter and Scott Dauenhauer of 403bwise discuss the issues with 403(b) retirement plans co...
Why AI Poses a Mortal Threat to Financial Advisors
19 Oct 2023
Contributed by Lukas
Bob Powell and David Alan Macchia discuss the implications of artificial intelligence (AI) for the financial advisory profession. Macchia highlights...
The Importance of Diverse Perspectives in Teamwork
21 Aug 2023
Contributed by Lukas
In this podcast, content creator Shane Snow discusses the importance of diverse perspectives in teamwork. He shares insights from his book Dream Team...
Why Do People Hire Their Financial Advisor?
04 Aug 2023
Contributed by Lukas
Danielle Labotka, a behavioral scientist with Morningstar, and Samantha Lamas, a senior behavioral researcher with Morningstar, discuss their latest ...
Warren Buffett: Investor and Entrepreneur
21 Jul 2023
Contributed by Lukas
Todd A. Finkle, author of Warren Buffett: Investor and Entrepreneur, discusses the life and career of Warren Buffett, one of the most accomplishe...
Unraveling the Latest in Politics, Retirement, and Social Security
21 Jun 2023
Contributed by Lukas
Jeff Bush, the principal of Washington Update, discusses the debt ceiling crisis and the possible outcomes, as well as potential reforms to Social Se...
What Advisors Need to Know About Social Security
07 Jun 2023
Contributed by Lukas
In this podcast, Mary Beth Franklin, author of "Maximizing Social Security Benefits" discusses what financial advisers need to know about Social Secu...
A Fireside Chat about Retirement, Investments and Behavioral Finance
22 May 2023
Contributed by Lukas
Experience an exclusive fireside chat with Robert Powell at the esteemed Investments & Wealth Forum in Scottsdale. Delve into captivating conversation...
Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall
19 Apr 2023
Contributed by Lukas
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 Stud...
How Advisors Can Mitigate Behavioral Biases
21 Mar 2023
Contributed by Lukas
Clare Flynn Levy, the founder and CEO of Essentia Analytics.com, discusses how advisers can mitigate their own behavioral biases, and help their cl...
How Mentorship Programs Benefit Employers and Employees
28 Feb 2023
Contributed by Lukas
Jean Heath, CIMA®, Managing Director, Head of Asset Manager Network at Envestnet, Inc., and Kellan Brown, Vice President Strategic Partnerships, at ...
Tax Efficient Drawdown Strategies for Investment Advisors
15 Feb 2023
Contributed by Lukas
Join Robert Powell as he welcomes Schyler Adams, the representative from Allianz Life Insurance, for a thought-provoking conversation exploring the in...
What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters
02 Feb 2023
Contributed by Lukas
In this episode, Robert Powell sits down with Professor Valerie Tiberius, the author of What Do You Want Out of Life? Professor Tiberius guides listen...
The Surprising Science of Meetings
19 Jan 2023
Contributed by Lukas
In this podcast, Dr. Steven Rogelberg, Chancellor's Professor at UNC Charlotte and the author of The Surprising Science of Meetings, offers proven p...
How Advisors Can Market Like the Greatest Brands in the World
22 Dec 2022
Contributed by Lukas
In this podcast, Robert Sofia, CEO of Snappy Kraken and author of Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Gr...
Surviving Market Volatility
13 Dec 2022
Contributed by Lukas
New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective, and building retire...
Medicare Planning
02 Dec 2022
Contributed by Lukas
In the sixth episode of a six-part series with Delaware Life, Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Dela...
E100-The Future of Wealth Management Part Two of Two
10 Nov 2022
Contributed by Lukas
Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it's changing, and whethe...
The Future of Wealth Management Part One of Two
11 Oct 2022
Contributed by Lukas
Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it's changing, and whethe...
The Basics of Estate Planning w/ Brendan Payne & Jeng Chiu
30 Sep 2022
Contributed by Lukas
Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice Presiden...
Ask: How to Relate to Anyone w/ Dan Solin
16 Sep 2022
Contributed by Lukas
Daniel R. Solin, The New York Times bestselling author of the Smartest series of investing books and "The Smartest Sales Book You'll Ever Read," discu...
Principles, Myths, and Methods for the Hourly Financial Advisor w/ Mark Berg, CFP®
02 Sep 2022
Contributed by Lukas
Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal...
The Art and Science of Asking Questions w/ Warren Berger
19 Aug 2022
Contributed by Lukas
Warren Berger, the author of "A More Beautiful Question" and several other books, discusses the art and science of asking "beautiful" questions and ho...
Solutions to Emerging Tax Problems in Retirement w/ Waldean Wall
05 Aug 2022
Contributed by Lukas
Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems i...
The Future of Money w/ Lilah Raynor
22 Jul 2022
Contributed by Lukas
Lilah Raynor, the founder and CEO of Logica Research, describes the key findings from Logica's most recent Future of Money Study on the way Gen Z, Mil...
The Truth About Cypto w/ Matt Hougan
07 Jul 2022
Contributed by Lukas
Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens, and the best way for advisers to incorporate cryptocurr...
Common Questions and Myths about Social Security w/ Val Sender and Jeng Chiu
31 May 2022
Contributed by Lukas
In the fourth episode of a six-part series with Delaware Life Marketing, Val Sender, Associate Director, and Jeng Chiu, Vice President of National Sal...
The Trust Mandate
06 May 2022
Contributed by Lukas
Herman Brodie, the founding director of Prospecta Limited and author of The Trust Mandate, discusses how investment advisers can build trust with thei...
Don't Fight the Fed w/ Liz Ann Sonders
25 Mar 2022
Contributed by Lukas
Liz Ann Sonders, Managing Director, Chief Investment Strategist, Charles Schwab & Co., discusses the most important takeaways for advisers and investo...
Roth Conversions in 2022 w/ Robert Keebler
17 Mar 2022
Contributed by Lukas
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), a partner with Keebler & Associates, LLP, discusses the reasons why 2022 may be an especially ef...
It's Time To Take Sides w/ Jonathan Pain
03 Mar 2022
Contributed by Lukas
Jonathan Pain, author, and publisher of the widely read investment newsletter, The Pain Report, talks with Exceptional Advisor podcast host Robert Pow...
Retirement Income Styles and Decisions w/ Wade Pfau and Anders Smith
24 Feb 2022
Contributed by Lukas
In the third of a six-part series, Wade Pfau, Ph.D., CFA, RICP®, author of the Retirement Planning Guidebook, and Anders Smith, Vice President and He...
Positioning Portfolios for Inflation w/ Matthew Miskin and Bradley Lutz
14 Feb 2022
Contributed by Lukas
Matthew D. Miskin, CFA, Co-Chief Investment Strategist at John Hancock Investment Management, discusses with host Robert Powell the firm's view on inf...
Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life
01 Feb 2022
Contributed by Lukas
Laurence Kotlikoff, a Professor of Economics at Boston University and President of Economic Security Planning, discusses some of the more shocking top...
Portfolios for Long-Term Investors
18 Jan 2022
Contributed by Lukas
How should long-term investors form portfolios in our time-varying, multi-factor, and friction-filled world? John Cochrane, a senior fellow at the Hoo...
Optimizing Your Practice for Gens X, Y, and Z
10 Jan 2022
Contributed by Lukas
In this episode, Robert Powell, CFP®, editor of The Street's Retirement Daily, interviews Frank Vilcnik, RICP®, Senior Regional Vice President of Ne...
Habits of a Champion Team: The Formula to Winning Big in Sports, Life, and Business
05 Jan 2022
Contributed by Lukas
Dana Cavalea, the former director of performance for the New York Yankees, discusses in the podcast with Robert Powell, the editor of TheStreet's Reti...
Why Taxes Matter in Retirement w/ Brendan Payne and Jeng Chiu
15 Dec 2021
Contributed by Lukas
In the second of a multi-part sponsored series, Brendan Payne and Jeng Chiu, both vice presidents of national sales consulting at Delaware Life, discu...
Exceptional Advisor™ Podcast Series Featured recording of Macquarie Asset Management's August 2021 podcast Private Markets and Alternative Yields
10 Dec 2021
Contributed by Lukas
This special edition features a podcast from Maquarie Asset Management's Think Again series. Wilshire's Mark Perry and Milissa Hutchinson, Senior Rela...
The Art and Science of Coaching Financial Advisors w/ Jamie Hopkins
03 Dec 2021
Contributed by Lukas
Robert Powell, CFP®, editor of TheStreet's Retirement Daily, talks with Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, the Managing ...
Advising Clients Through the Controllable Factors and Uncontrollable Risks of a Retirement Spending Plan w/ Greg Goin and Mark Paulson
15 Nov 2021
Contributed by Lukas
Robert Powell, editor of TheStreet's Retirement Daily, interviews Greg Goin, CFP ®, CIMA ®, CLU ®, CRPC®, Regional Vice President, RIA & Institut...
We Need to Talk: A Memoir About Wealth w/ Jennifer Risher
04 Nov 2021
Contributed by Lukas
In this podcast, Robert Powell, the editor of the Retirement Daily at TheStreet interviews Jennifer Risher, author of We Need to Talk, on an experien...
Dynamic Income Planning w/ Anders Smith and Jeng Chiu
21 Oct 2021
Contributed by Lukas
In the first of a six-part series, Anders Smith, vice president and head of national sales consulting, and Jeng Chiu, vice president, national sales c...
Becoming Guides for Changing Landscapes, Not Defenders of Outdated Maps w/Carl Richards
15 Oct 2021
Contributed by Lukas
Certainty is easy to sell, but impossible to deliver. Robert Powell, the editor of Retirement Daily at TheStreet, interviews Carl Richards, CFP®, cr...
Behavioral Finance Through a Pandemic Lifecyle w/Omar Aguilar, Ph.D.
22 Sep 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Omar Aguilar, Ph.D., Managing Director and Chief Investment Officer, Head of...
Baking Behavioral Finance Into the Advisory Practice w/Daniel Crosby, Ph.D.
21 Sep 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Daniel Crosby, Ph.D., Chief Behavioral Officer, Orion Advisor Solutions, on ...
What We Learn from Loss w/ Rabbi Steve Leder
13 Aug 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Rabbi Steve Leder, senior rabbi of Wilshire Boulevard Temple in Los Angeles, o...
Life Happens, Plans Change: The Importance of Transitional Planning w/ Susan Bradley, CFP® , CeFT® & Ross Marino, CFP® , CeFT®
30 Jul 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Susan Bradley, CFP® , CeFT® , and Ross Marino, CFP® , CeFT® , on ...
The Existence and Importance of 'Investment Tribes' w/ Sid and Arun Muralidhar, Ph.D.
25 Jun 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Sid Muralidhar and Arun Muralidhar, Ph.D. on their award-winning article Be...
Leadership Exchange: Diversity, Equity & Inclusion in the world of financial advice w/ Craig Young
16 Jun 2021
Contributed by Lukas
The new Leadership Exchange Series will cultivate industry knowledge, trends, insight about the business of financial advice. This series aims to hel...
Serving the Unique Needs of LGBTQ Clients w/ Frederick Hertz, J.D. [Remastered]
03 Jun 2021
Contributed by Lukas
In celebration of Diversity and Inclusion Week, June 14-20, 2021, enjoy this remastered Exceptional Advisor Podcast episode. Jamie Green...
A Practical Approach to Behavioral Guidance w/John Nersesian, CIMA® , CPWA® , CIS, CFP®
26 May 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews John Nersesian, CIMA® , CPWA® , CIS, CFP® , Head of Advisor Educatio...
Regulations that Impact Advice to Retail Investors w/Duane Thompson, AIFA®
11 May 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Duane Thompson, AIFA® , President, Potomac Strategies, LLC on the major ch...
Re-engineering Certifications for Today's Business Climate
27 Apr 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Sean R. Walters, CAE® , chief executive officer of the Investments & Wealt...
Living What You Value with the Happiness Ethicist w/Jeff Kluge
16 Apr 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Jeff Kluge, the Happiness Ethicist, and Managing Director of The Global Impac...
Advising to a Specialized Industry w/George McReynolds, CFP®, RFC®
02 Apr 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews George McReynolds, CFP®® , RFC®® , and author of the personal finance...
The Future of Sustainable Investing w/William Burckart & Bob Dannhauser, CFA®, FRM, CAIA®
18 Mar 2021
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews William "Bill" Burckart, co-founder, president, and chief operating officer at The...
ESG Investing with Margaret Towle, Ph.D., and Sidney Wigfall, JD
09 Mar 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Margaret M. Towle, Ph.D., and Sidney Wigfall, JD, on the various aspects of E...
Advising Retirement Clients Amid a Pandemic w/Moe Allain, RMA®, CPWA®, AAMS®, MBA
19 Feb 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Moe Allain, RMA®, CPWA®, AAMS®, MBA, Vice President, Financial Advisor, Ba...
Importance of Diversity & Inclusion Initiatives w/Garry Bridgeman, CIMA®
05 Feb 2021
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Garry Bridgeman, CIMA®, Co-chair of the Institute's new THRIVE Council of Amb...
Episode 58–Reinforcing Women in the Workplace w/Catherine Collinson
23 Nov 2020
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Catherine Collinson, CEO & President of Transamerica Institute. This podcast i...
Episode 57–Improving Retirement Outcomes w/Nick Halen
09 Nov 2020
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Nick Halen, Corporate Vice President at New York Life Insurance Company.
Episode 56–Relate & Connect to Your Clients w/Michael Falk, CFA®, CRC
26 Oct 2020
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Michael Falk, CFA®, CRC, Partner at Focus Consulting Group.
Episode 55–Regime Changes That Can Lead to Value Overtaking Growth w/Matthew D. Miskin, CFA®
12 Oct 2020
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Matthew D. Miskin, CFA®, Co-Chief Investment Strategist at John Hancock Inves...
Episode 54–Opening Doors to Growth w/Eben Burr
28 Sep 2020
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Eben Burr, Managing Director & Behavioral Finance Educator at Toews Corporatio...
Episode 53–Adapting to Change Without Missing a Beat w/Stacy Bernstein
21 Sep 2020
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Stacy Bernstein, Head of Financial Intermediaries, American Century Investment...
Episode 52–Be More Visible in the Financial Industry w/Kate Healy
17 Sep 2020
Contributed by Lukas
Robert Powell, the editor of Retirement Daily at The Street, interviews Kate Healy Managing Director, Generation Next, TD Ameritrade Institutional abo...
Episode 51–Advisor Behavioral Finance Trends Amid Covid-19, featuring Omar Aguilar, PhD
08 Sep 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Omar Aguilar, Senior Vice President and Chief Investment Officer, Passive Equitie...
Episode 50–Thriving Through the New Landscape w/Kevin M. Sánchez, CIMA®, CPWA®, CFP®
03 Sep 2020
Contributed by Lukas
Today we celebrate our 50th episode of the podcast with our host Robert Powell, editor of Retirement Daily at The Street, as he interviews Kevin M. Sá...
Episode 49–Retirement Insights in 2020 w/Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA®
17 Aug 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA®, Executive Vice President of Lowery ...
Episode 48–Crisis Management Situations w/Brian Hunter
03 Aug 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Brian Hunter, CEO, Strategic Capital Allocation Group.
Episode 47–Being Agile in 2020 w/Andrew Altfest
13 Jul 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Andrew Altfest, CFP®, President, Altfest Personal Wealth Management, Founder and ...
Episode 46–Retirement Insights in the Covid-Era w/Dana Anspach
08 Jun 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Dana Anspach, CFP®, RMA®, founder of Sensible Money, LLC, a fee-only registered ...
Episode 45–Leaders & Stewards w/Don Trone
22 May 2020
Contributed by Lukas
In this special series, Exceptional Advisors in Exceptional Times, Robert Powell, CFP®, editor of Retirement Daily at The Street, interviews Don Tron...
Episode 44–Fewer, Richer, Greener w/Larry Siegel
11 May 2020
Contributed by Lukas
In this special series, Exceptional Advisors in Exceptional Times, Robert Powell, CFP®, editor of Retirement Daily at The Street, interviews Larry Si...
Episode 43–Client Communication during Crisis w/Christine Gaze & Kathleen Pritchard
04 May 2020
Contributed by Lukas
In this special series, Exceptional Advisors in Exceptional Times, Robert Powell, CFP®, editor of Retirement Daily at The Street, interviews Christin...
Episode 42–*Special Edition* Weathering the Storm w/Noel Pacarro Brown
27 Apr 2020
Contributed by Lukas
In this special series, Exceptional Advisors in Exceptional Times, Robert Powell, CFP®, editor of Retirement Daily at The Street, interviews Noel Pac...
Episode 41 *Special Edition*–Advising in Uncertain Times w/Desiree Maldonado
20 Apr 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Desiree Maldonado, Financial Consultant at Popular Securities, LLC.
Episode 40–Sail into Retirement w/Larry Jacobson
06 Apr 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Retirement Planner, and Award Winning Author Larry Jacobson.
Episode 39–The Death of the 60/40 Portfolio w/Tony Davidow
23 Mar 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Tony Davidow, CIMA®, Chair of the Editorial Advisory Board for the Investments & ...
Episode 38–Serving the Future of Wealth w/Kirstin Hill & Jen Auerbach
16 Mar 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Kirstin Hill & Jen Auerbach from Merrill Lynch Wealth Management.
Episode 37–Retirement Income Strategies w/David John
02 Mar 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews David John, MA, MBA, Senior Strategic Policy Advisor for AARP.
Episode 36–Assessing the Value of Advice w/Cynthia Pagliaro
18 Feb 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Cynthia Pagliaro, Senior Research Analyst at Vanguard.
Episode 35–Retirement Risks w/Anna Rappaport
27 Jan 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Anna Rappaport, President at Anna Rappaport Consulting.
Episode 34–*Special Edition* The Secure Act w/Jeffrey Levine
10 Jan 2020
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Jeffrey Levine, Director of Education for Kitces.com
Episode 33-Financial Market Transparency Theory w/Paolo Sironi
16 Dec 2019
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Paolo Sironi, Bestselling Author and IBM Fintech Advisor in Finance and Economics,...
Episode 32-Option Strategies w/Marc Odo
02 Dec 2019
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Marc Odo, Client Portfolio Manager at Swan Global Investments discussing a new cou...
Episode 31-Generation Next w/Kate Healy
11 Nov 2019
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Kate Healy, Managing Director of Generation Next, TD Ameritrade Institutional, and...
Episode 30-Behavioral Finance w/Omar Aguilar
23 Sep 2019
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Omar Aguilar, Senior Vice President and Chief Investment Officer, Equities and Mul...
Episode 29-Behavioral Finance & Building an Uncatchable Lead w/Robert Cooper Ph.D.
19 Sep 2019
Contributed by Lukas
Welcome to the Exceptional Advisor Podcast, today's guest is Dr. Robert Cooper CEO of Cooper neuroscience lab discussing behavioral finance, and build...
*Special Edition* What is REG BI and how will it effect advisors?
01 Jul 2019
Contributed by Lukas
In this special edition of the Exceptional Advisor Podcast Series, Robert Powell interviews Duane Thompson on Regulation Best Interest, a new ruling ...