The Exceptional Advisor Podcast
Episodes
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 ...
Episode 27 - Behavioral Finance vs. Traditional Finance w/ Victor Ricciardi
20 Jun 2019
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Victor Ricciardi, Assistant Professor of Financial Management at Goucher College, ...
Episode 26 - Retirement Game-Changers w/ Steve Vernon
06 Jun 2019
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Steve Vernon, President of Rest-of-Life Communications and a Research Scholar at ...
Episode 25 - Behavioral Finance w/ Meir Statman
17 May 2019
Contributed by Lukas
Robert Powell, editor of Retirement Daily at The Street, interviews Meir Statman, Glenn Klimek Professor of Finance at Santa Clara University, on beha...