The Exceptional Advisor Podcast

124 Episodes

1. Optimizing Your Practice for Gens X, Y, and Z

   Published: 1/10/2022
2. Habits of a Champion Team: The Formula to Winning Big in Sports, Life, and Business

   Published: 1/5/2022
3. Why Taxes Matter in Retirement w/ Brendan Payne and Jeng Chiu

   Published: 12/15/2021
4. Exceptional Advisor™ Podcast Series Featured recording of Macquarie Asset Management’s August 2021 podcast Private Markets and Alternative Yields

   Published: 12/10/2021
5. The Art and Science of Coaching Financial Advisors w/ Jamie Hopkins

   Published: 12/3/2021
6. Advising Clients Through the Controllable Factors and Uncontrollable Risks of a Retirement Spending Plan w/ Greg Goin and Mark Paulson

   Published: 11/15/2021
7. We Need to Talk: A Memoir About Wealth w/ Jennifer Risher

   Published: 11/4/2021
8. Dynamic Income Planning w/ Anders Smith and Jeng Chiu

   Published: 10/21/2021
9. Becoming Guides for Changing Landscapes, Not Defenders of Outdated Maps w/Carl Richards

   Published: 10/15/2021
10. Behavioral Finance Through a Pandemic Lifecyle w/Omar Aguilar, Ph.D.

    Published: 9/22/2021
11. Baking Behavioral Finance Into the Advisory Practice w/Daniel Crosby, Ph.D.

    Published: 9/21/2021
12. What We Learn from Loss w/ Rabbi Steve Leder

    Published: 8/13/2021
13. Life Happens, Plans Change: The Importance of Transitional Planning w/ Susan Bradley, CFP® , CeFT®  & Ross Marino, CFP® , CeFT® 

    Published: 7/30/2021
14. The Existence and Importance of ‘Investment Tribes’ w/ Sid and Arun Muralidhar, Ph.D.

    Published: 6/25/2021
15. Leadership Exchange: Diversity, Equity & Inclusion in the world of financial advice w/ Craig Young

    Published: 6/16/2021
16. Serving the Unique Needs of LGBTQ Clients w/ Frederick Hertz, J.D. [Remastered]

    Published: 6/3/2021
17. A Practical Approach to Behavioral Guidance w/John Nersesian, CIMA® , CPWA® , CIS, CFP®

    Published: 5/26/2021
18. Regulations that Impact Advice to Retail Investors w/Duane Thompson, AIFA®

    Published: 5/11/2021
19. Re-engineering Certifications for Today's Business Climate

    Published: 4/27/2021
20. Living What You Value with the Happiness Ethicist w/Jeff Kluge

    Published: 4/16/2021