Oct 14, 202635 minS8
Julie Littlechild, Founder and Chief Executive Officer of Absolute Engagement, has spent 25 years asking clients what they think of their advisor relationships. Her annual survey of 1,000 high-net-worth (HNW) investors...
business
The Exceptional Advisor Podcast
Hosted by Investments & Wealth Institute · business · EN
About this Podcast:
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
Pitch Analysis
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Contact path
Verified email
Booking probability
24%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about The Exceptional Advisor Podcast
What is The Exceptional Advisor Podcast about?
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
Who hosts The Exceptional Advisor Podcast?
The Exceptional Advisor Podcast is hosted by Investments & Wealth Institute. The show has published 100 episodes to date.
What has The Exceptional Advisor Podcast covered recently?
Recent episodes include "What Your Clients Really Think About Your Credentials" (14 October 2026, 35 minutes), "How to Talk to Clients About Politics with Jeff Bush" (14 September 2026, 27 minutes), and "Where Asset Allocation Meets Client Psychology" (10 August 2026, 36 minutes).
How often does The Exceptional Advisor Podcast publish?
The Exceptional Advisor Podcast publishes roughly monthly, with episodes averaging 39 minutes across 100 episodes.
How hard is it to get booked on The Exceptional Advisor Podcast?
Booking probability for The Exceptional Advisor Podcast is 24%, and the host is rated Selective on guests. The Exceptional Advisor Podcast requires a Pod Score of 80 or higher. The Exceptional Advisor Podcast's contact route on record: verified email.
Who should pitch The Exceptional Advisor Podcast?
The strongest fits for The Exceptional Advisor Podcast are Investing & Wealth Management. The Exceptional Advisor Podcast has a business audience.
About the host
Investments & Wealth Institute hosts The Exceptional Advisor Podcast, a business podcast with 100 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Sep 14, 202627 minS8Jeff Bush, Principal of The Washington Update and a nonpartisan authority on U.S. politics, tax policy, and the economy, shares his framework for talking to clients about politics, previews the 2026 midterm elections...
Aug 10, 202636 minS8Christopher Geczy, Academic Director of the Wharton Wealth Management Initiative and the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, talks through why asset allocation...
Jul 13, 202641 minS8K. Dane Snowden, Chief Executive Officer of CFP Board, joins Investments & Wealth Institute CEO Sean Walters for a wide-ranging conversation on where the financial planning profession is heading. Two association leaders...
Jun 9, 202637 minS8In this episode of The Exceptional Advisor, Mark joins host Sean Walters to discuss what AI changes about wealth management — and what it doesn't: Why the real advisor shortage is bigger than the headlines suggest, and...
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Episode #5
The Future of Advice with Michael Kitces
May 8, 202630 minS8Michael Kitces, Head of Planning Strategy at Focus Partners Wealth, Co-Founder of XY Planning Network, and one of the industry's most recognized voices, joins Sean Walters on this episode of The Exceptional Advisor for...
Episode #5
The Future of Advice with Michael Kitces
May 8, 202630 minS8Michael Kitces, Head of Planning Strategy at Focus Partners Wealth, Co-Founder of XY Planning Network, and one of the industry's most recognized voices, joins Sean Walters on this episode of The Exceptional Advisor for...
Apr 8, 202638 minS8Herman Brodie, behavioral scientist and Founding Director of Prospecta Limited, has spent years studying how people build trust and why they lose it. In this episode of The Exceptional Advisor , he joins host Sean...
- Apr 8, 202638 minS8
Herman Brodie, behavioral scientist and Founding Director of Prospecta Limited, has spent years studying how people build trust and why they lose it. In this episode of The Exceptional Advisor , he joins host Sean...
Mar 17, 202630 minS8What truly makes an advisor exceptional? In this episode of The Exceptional Advisor, Libet Anderson, Community Care Leader at Cetera, joins host Sean Walters to discuss what excellence really looks like amidst rising AI...
- Mar 17, 202630 minS8
What truly makes an advisor exceptional? In this episode of The Exceptional Advisor, Libet Anderson, Community Care Leader at Cetera, joins host Sean Walters to discuss what excellence really looks like amidst rising AI...
Feb 13, 202638 minS8In this episode of The Exceptional Advisor , Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a timely conversation on navigating markets defined by uncertainty, shifting...
- Feb 13, 202638 minS8
In this episode of The Exceptional Advisor , Sean Walters sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a timely conversation on navigating markets defined by uncertainty, shifting...
Feb 4, 202640 minS8What's ahead for advisors in 2026, and how should they prepare? Host Sean Walters welcomes Liz Thomas, Head of Investment Strategy at SoFi, for a market update focused on the 2026 macro outlook. From balancing...
- Feb 4, 202640 minS8
What's ahead for advisors in 2026, and how should they prepare? Host Sean Walters welcomes Liz Thomas, Head of Investment Strategy at SoFi, for a market update focused on the 2026 macro outlook. From balancing...
The Exceptional Advisor Podcast
Opportunities and Obstacles for a Successful Retirement
Mar 31, 202555 minA Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA®
Episode #122
Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors
Sep 19, 202441 minS7In this exclusive interview, John Bowen, President of CEG Worldwide and CEG Insight, shares powerful research insights and practical strategies to help financial advisors create high-performing teams and accelerate...
Episode #121
The Retirement Wake-Up Call is Here
Apr 11, 202453 minS7Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham...
Episode #120
DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice
Mar 1, 202449 minS7In this podcast, Dalbar founder Lou Harvey discusses the history of his firm, which pioneered research into quantifying the impact of investor behavior on returns. He reflects on key initiatives like the Quantitative...
Episode #119
Retirement Trends and Challenges
Feb 8, 202451 minS7differentiate your retirement advising practice with elevated and specialized capabilities. Explore the RMA® Certification: https://iwicentral.org/3STsNId In this roundtable discussion, experts Anna Rappaport, Rob...
Recent guests
Recent guests on The Exceptional Advisor Podcast. Study who booked and why before you pitch.
M
Michael Kitces
Chief Financial Planning Nerd, Buckingham Wealth Partners
L
Liz Ann Sonders
Managing Director & Chief Investment Strategist, Schwab Center for Financial Research
L
Liz Thomas
Managing Director Common Equity Housing Ltd, Tyler’s State and Federal Group
J
John Bowen
Professor of Nineteenth-Century Literature at the University of York, Institute of Evangelism at Wycliffe College
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