The Exceptional Advisor Podcast

In this podcast,  Dr. Steven Rogelberg, Chancellor's Professor at UNC Charlotte and the author of The Surprising Science of Meetings, offers proven practices and techniques that help managers and employees enhance the quality of their meetings. To learn more about Dr. Rogelberg, visit https://www.stevenrogelberg.com/ .

In this podcast, Robert Sofia, CEO of Snappy Kraken and author of  Blend Out: From Ordinary   to Irresistible: How Advisors Can Market Like   the Greatest Brands   in the World describes how advisers can make themselves impossible to ignore with bold, unique and memorable marketing. What's more, Sofia discusses how clients are buying transformation rather than products and services; how to audit t...

New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective, and building retirement strategies to manage through economic uncertainty. DISCLOSURES: The S&P 500 index tracks the stock performance of 500 large companies listed on stock exchanges.  Individuals cannot invest directly in an index.  There is no assurance that historic...

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 Delaware Life Marketing, discusses in this podcast the intricacies of Medicare Planning and the situations surrounding it. Important Disclosures (delawarelife.com)  

Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it's changing, and whether it will ever become a profession.  

Stephen Horan, a senior strategic advisor with the Investments & Wealth Institute, discusses what wealth management is, how it's changing, and whether it will ever become a profession.

Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discuss in this podcast key estate planning strategies, key estate planning documents, estate taxes, and special estate planning circumstances. 

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," discusses his latest book, Ask: How to Relate to Anyone. In the podcast, Solin provides advice for advisors when talking to prospects and/or clients.

Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal of Timothy Financial Counsel. In this podcast, Berg discusses how to price, position, and deliver hourly advice; how to segment your client base and prospect for an entirely new clientele; how to develop a relationship-based approach and avoid a "tr...

Warren Berger, the author of " A More Beautiful Question" and several other books, discusses the art and science of asking "beautiful" questions and how advisors can develop richer relationships with their clients and prospects by asking the right questions. Warren Berger will be a featured speaker at two of the Institute's upcoming conferences. Please click the links below to learn more and regis...

Waldean Wall, Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America, discusses three emerging tax problems in retirement and possible solutions, including Roth conversions, life insurance, split beneficiaries, charitable giving, and charitable trusts.  Click here for Important Information & Disclosure

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, Millennials, Gen X, and Boomers make, spend and manage money. Plus, Raynor provides actionable advice to financial advisers based on the results of Logica's research.

Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens, and the best way for advisers to incorporate cryptocurrency into their client's portfolios. 

In the fourth episode of a six-part series with Delaware Life Marketing, Val Sender, Associate Director, and Jeng Chiu, Vice President of National Sales Consulting, answer the most common questions they receive from financial advisors and address the most common Social Security myths. Important Disclosures (delawarelife.com)

Herman Brodie, the founding director of Prospecta Limited and author of The Trust Mandate, discusses how investment advisers can build trust with their clients and how investment advisers can address two key behavioral issues of great concern to their retired and soon-to-be-retired clients.

Liz Ann Sonders, Managing Director, Chief Investment Strategist, Charles Schwab & Co., discusses the most important takeaways for advisers and investors in light of Russia's invasion of Ukraine and the Fed increasing its benchmark federal-funds rate by a quarter percentage point to a range between 0.25% and 0.5%. 

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), a partner with Keebler & Associates, LLP, discusses the reasons why 2022 may be an especially effective year to consider a Roth IRA conversion.  

Jonathan Pain, author, and publisher of the widely read investment newsletter, The Pain Report , talks with Exceptional Advisor podcast host Robert Powell about Russia's invasion of Ukraine, its impact on the global economy, and how advisers might reposition their client's portfolios given the current state of affairs.

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 Head of National Sales Consulting at Delaware Life Marketing, discuss the Retirement Income Style Awareness matrix and how to determine the appropriate retirement income strategy for a client. Important Disclosures (delawarelife.com)

Matthew D. Miskin, CFA, Co-Chief Investment Strategist at John Hancock Investment Management, discusses with host Robert Powell the firm's view on inflation and where the U.S. is in the economic cycle, as well as how investors should position portfolios in this type of environment. Bradley L. Lutz, CFA, Portfolio Manager at Manulife Investment Management, additionally highlights the firm's outlook...

Laurence Kotlikoff, a Professor of Economics at Boston University and President of Economic Security Planning, discusses some of the more shocking topics from his just-published book,  Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life . One spoiler: Conventional financial advice is terribly risky!

How should long-term investors form portfolios in our time-varying, multi-factor, and friction-filled world? John Cochrane, a senior fellow at the Hoover Institution at Stanford University, former professor of finance at the University of Chicago Booth School of Business, and author of The Grumpy Economist blog describes in this Exceptional Advisor podcast two conceptual frameworks that may help....

In this episode, Robert Powell, CFP ® , editor of The Street's Retirement Daily, interviews Frank Vilcnik, RICP ® , Senior Regional Vice President of New York Life, on the great wealth transfer and the opportunity set for advisors in building a generation-resilient practice. Tune in to hear proven strategies to attract, serve, and retain Gens X, Y, and Z as core clients. And, for additional resour...

Dana Cavalea, the former director of performance for the New York Yankees, discusses in the podcast with Robert Powell, the editor of TheStreet's Retirement Daily, what financial professionals can do to create a winning team and become a better leader. Cavalea also shares what he learned about winning from Derek Jeter and Mariano Rivera.

In the second of a multi-part sponsored series, Brendan Payne and Jeng Chiu, both vice presidents of national sales consulting at Delaware Life, discuss with Robert Powell, editor of Retirement Daily on TheStreet, why taxes matter in retirement and the importance for financial professionals to create retirement income strategies that help clients minimize income taxes over the course of a long ret...