The Exceptional Advisor Podcast

124 Episodo

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

   Publicado: 4/5/2020
2. Episode 42–*Special Edition* Weathering the Storm w/Noel Pacarro Brown

   Publicado: 27/4/2020
3. Episode 41 *Special Edition*–Advising in Uncertain Times w/Desiree Maldonado

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

   Publicado: 6/4/2020
5. Episode 39–The Death of the 60/40 Portfolio w/Tony Davidow

   Publicado: 23/3/2020
6. Episode 38–Serving the Future of Wealth w/Kirstin Hill & Jen Auerbach

   Publicado: 16/3/2020
7. Episode 37–Retirement Income Strategies w/David John

   Publicado: 2/3/2020
8. Episode 36–Assessing the Value of Advice w/Cynthia Pagliaro

   Publicado: 18/2/2020
9. Episode 35–Retirement Risks w/Anna Rappaport

   Publicado: 27/1/2020
10. Episode 34–*Special Edition* The Secure Act w/Jeffrey Levine

    Publicado: 10/1/2020
11. Episode 33-Financial Market Transparency Theory w/Paolo Sironi

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

    Publicado: 2/12/2019
13. Episode 31-Generation Next w/Kate Healy

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

    Publicado: 23/9/2019
15. Episode 29-Behavioral Finance & Building an Uncatchable Lead w/Robert Cooper Ph.D.

    Publicado: 19/9/2019
16. *Special Edition* What is REG BI and how will it effect advisors?

    Publicado: 1/7/2019
17. Episode 27 - Behavioral Finance vs. Traditional Finance w/ Victor Ricciardi

    Publicado: 20/6/2019
18. Episode 26 - Retirement Game-Changers w/ Steve Vernon

    Publicado: 6/6/2019
19. Episode 25 - Behavioral Finance w/ Meir Statman

    Publicado: 17/5/2019
20. Episode 24 - Cybersecurity and Financial Advising w/ John Sileo

    Publicado: 3/5/2019