The Exceptional Advisor Podcast

This special edition features a podcast from Maquarie Asset Management's Think Again series. Wilshire's Mark Perry and Milissa Hutchinson, Senior Relationship Manager at Macquarie Asset Management, join host Denise St. Ivany for a discussion on private-market investing, with a focus on debt markets, risk management, and a peek into the world of alternative yields.

Robert Powell, CFP®, editor of TheStreet's Retirement Daily, talks with  Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, the Managing Partner of Wealth Solutions at Carson Group and the author of "Retirement: Rewiring The Way You Think About Retirement," about his role coaching financial advisers and helping them unleash their "full potential." 

Robert Powell, editor of TheStreet's Retirement Daily, interviews Greg Goin, CFP ®, CIMA ®, CLU ®, CRPC®, Regional Vice President, RIA & Institutional Markets, Allianz Life Financial Services, LLC, and Mark Paulson, Vice President, Hedge Business Development at Allianz Investment Management, on 1) the factors advisors can help clients control when advising them on their retirement plans and how ea...

In this podcast, Robert Powell, the editor of the Retirement Daily at TheStreet interviews Jennifer Risher, author of We Need to Talk , on an experience that millions share but no one discusses: what it's like to be rich. Risher, who joined Microsoft in 1991 and "got lucky", talks about the hidden impact of wealth on identity, relationships, and sense of place in the world and what advisors need t...

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 consulting, at Delaware Life, discuss with Robert Powell, editor of Retirement Daily on TheStreet, how financial professionals can demonstrate their value to clients by integrating a dynamic retirement income planning process into their practice.  Imp...

Certainty is easy to sell, but impossible to deliver. Robert Powell, the editor of Retirement Daily at TheStreet, interviews Carl Richards, CFP®, creator of the New York Times Sketch Guy column, on the importance of acknowledging uncertainty and demonstrating empathy with clients—especially during turbulent, uncertain times. This episode offers candid perspectives on how advisors are getting it ri...

Robert Powell, the editor of Retirement Daily at The Street, interviews Omar Aguilar, P h. D., Managing Director and Chief Investment Officer, Head of Investments at Schwab Asset Management, on the results from the 2021 BeFi Barometer. This episode offers best practices for applying behavioral finance as a means to potentially improve client financial outcomes. Important Disclosures  ( 1021-1 L0L)

Robert Powell, the editor of Retirement Daily at The Street, interviews Daniel Crosby, P h. D., Chief Behavioral Officer, Orion Advisor Solutions, on his vision for the future of behavioral finance and why it should be "baked into" the advisory practice. This episode also explores "why you're not that great," the biggest impediments to sound investment-decision making, and the specific types of bi...

Robert Powell, the editor of Retirement Daily at The Street, interviews Rabbi Steve Leder, senior rabbi of Wilshire Boulevard Temple in Los Angeles, on his new book, The Beauty of What Remains; How Our Greatest Fear Becomes Our Greatest Gift . This episode explores what can be learned from loss and some important questions around the tough topic of death—grief, legacy, and the beauty of what remai...

Robert Powell, the editor of Retirement Daily at The Street, interviews Susan Bradley, CFP ®   , CeFT ®   , and Ross Marino, CFP ®   , CeFT ®   , on their new book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan.  This episode explores transition planning and how advisors can better serve clients when life takes unexpected turns.

Robert Powell, the editor of Retirement Daily at The Street, interviews Sid Muralidhar and Arun Muralidhar, P h. D. on their award-winning article  Behavioral Finance in Investing: The Existence and Importance of 'Investment Tribes' and Risk-Preference Diversity .  This episode explores the implications of investment tribes and how advisors can apply these research findings to improve client o u t...

The new Leadership Exchange Series will cultivate industry knowledge, trends, insight about the business of financial advice. This series aims to help you better serve your clients, differentiate yourself from the competition, and enhance your ability to communicate those differences.   Host Sean R. Walters, CAE ®   , Chief Executive Officer, Investments & Wealth Institute, interviews Craig Young,...

    In celebration of Diversity and Inclusion Week, June 14-20, 2021, enjoy this remastered Exceptional Advisor Podcast episode. Jamie Green, former editor of Investment Advisor  and ThinkAdvisor.com , interviews Frederick Hertz, J.D., attorney and mediator at the Law & Mediation Offices of Frederick Hertz, on how advisors can meet the unique needs of LGBTQ clients.

Robert Powell, the editor of Retirement Daily at The Street, interviews John Nersesian, CIMA ®   , CPWA ®   , CIS, CFP ®   , Head of Advisor Education, PIMCO on providing behavioral guidance to clients and how advisors can best help their clients avoid costly mistakes.

Robert Powell, the editor of Retirement Daily at The Street, interviews Duane Thompson, AIFA ®   , President, Potomac Strategies, LLC on the major changes to the Securities and Exchange Commission 's advertising and marketing requirements for registered investment advisers. They talk legislative updates and discuss Reg BI. 

Robert Powell, the editor of Retirement Daily at The Street, interviews Sean R. Walters, CAE ®   , chief executive officer of the Investments & Wealth Institute, on the difference between a certification and a certificate program in addition to the quality standards to which credible certification bodies adhere. They also discuss the best practices in developing and delivering credentialed solutio...

Robert Powell, the editor of Retirement Daily at The Street, interviews Jeff Kluge, the Happiness Ethicist, and Managing Director of The Global Impact Investing Initiative on redefining ethics and living what you value.

Robert Powell, the editor of Retirement Daily at The Street, interviews George McReynolds, CFP® ®   , RFC® ®   , and author of the personal finance book,  "Prosperity By Design: How to make great financial decisions" on providing financial advice to specialized industries.

Robert Powell, editor of Retirement Daily at The Street, interviews William "Bill" Burckart, co-founder, president, and chief operating officer at The Investment Integration Project (TIIP), and Bob Dannhauser, CFA®, FRM, CAIA®, senior advisor at TIIP and previously head of global private wealth management at CFA Institute, about the future of sustainable investing.  

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 Environmental, Social, and Corporate Governance (ESG) investing.

Robert Powell, the editor of Retirement Daily at The Street, interviews Moe Allain, RMA ® , CPWA ® , AAMS ® , MBA, Vice President, Financial Advisor, Baird - Private Wealth Management, Evans-Allain-Crumley Group. Allain discusses client's retirement concerns, how to address them, controlling risk and the need for pivoting goals.

Robert Powell, the editor of Retirement Daily at The Street, interviews Garry Bridgeman, CIMA®, Co-chair of the Institute's new THRIVE Council of Ambassadors. Bridgeman discusses the new THRIVE Center for Diversity & Inclusion and why diversity and inclusion initiatives are important for making a change within the industry. Want to hear more from Garry? Do not miss the first Diversity Elevates web...

Robert Powell, the editor of Retirement Daily at The Street, interviews Catherine Collinson, CEO & President of Transamerica Institute. This podcast is sponsored by Transamerica.  

Robert Powell, the editor of Retirement Daily at The Street, interviews Nick Halen, Corporate Vice President at New York Life Insurance Company.

Robert Powell, the editor of Retirement Daily at The Street, interviews Michael Falk, CFA®, CRC, Partner at Focus Consulting Group.