The Exceptional Advisor Podcast

124 Épisodes

1. Episode 43–Client Communication during Crisis w/Christine Gaze & Kathleen Pritchard

   Publié: 04/05/2020
2. Episode 42–*Special Edition* Weathering the Storm w/Noel Pacarro Brown

   Publié: 27/04/2020
3. Episode 41 *Special Edition*–Advising in Uncertain Times w/Desiree Maldonado

   Publié: 20/04/2020
4. Episode 40–Sail into Retirement w/Larry Jacobson

   Publié: 06/04/2020
5. Episode 39–The Death of the 60/40 Portfolio w/Tony Davidow

   Publié: 23/03/2020
6. Episode 38–Serving the Future of Wealth w/Kirstin Hill & Jen Auerbach

   Publié: 16/03/2020
7. Episode 37–Retirement Income Strategies w/David John

   Publié: 02/03/2020
8. Episode 36–Assessing the Value of Advice w/Cynthia Pagliaro

   Publié: 18/02/2020
9. Episode 35–Retirement Risks w/Anna Rappaport

   Publié: 27/01/2020
10. Episode 34–*Special Edition* The Secure Act w/Jeffrey Levine

    Publié: 10/01/2020
11. Episode 33-Financial Market Transparency Theory w/Paolo Sironi

    Publié: 16/12/2019
12. Episode 32-Option Strategies w/Marc Odo

    Publié: 02/12/2019
13. Episode 31-Generation Next w/Kate Healy

    Publié: 11/11/2019
14. Episode 30-Behavioral Finance w/Omar Aguilar

    Publié: 23/09/2019
15. Episode 29-Behavioral Finance & Building an Uncatchable Lead w/Robert Cooper Ph.D.

    Publié: 19/09/2019
16. *Special Edition* What is REG BI and how will it effect advisors?

    Publié: 01/07/2019
17. Episode 27 - Behavioral Finance vs. Traditional Finance w/ Victor Ricciardi

    Publié: 20/06/2019
18. Episode 26 - Retirement Game-Changers w/ Steve Vernon

    Publié: 06/06/2019
19. Episode 25 - Behavioral Finance w/ Meir Statman

    Publié: 17/05/2019
20. Episode 24 - Cybersecurity and Financial Advising w/ John Sileo

    Publié: 03/05/2019