HeyJaredThe Exceptional Advisor 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…
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest episodes
How to Talk to Clients About Politics with Jeff Bush (opens the original)
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Jeff 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, and explains what a divided Congress means for tax and regulatory policy. The conversation covers: How to talk to clients about politics without taking sides: Politics comes up in nearly every client meeting now — Bush details his tips on when that's worth changing the plan and whe
Where Asset Allocation Meets Client Psychology (opens the original)
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Christopher 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 still drives most of a portfolio's risk and what happens to that discipline the moment a client gets scared. The conversation covers: Why the rebalancing plan comes first. Volatility can work in an investor's favor, but only if the plan for rebalancing exists before volatility hi
Two Credentialing CEOs on the Future of Advice (opens the original)
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K. 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 who have spent their careers building standards for the advice profession, Snowden and Walters cover AI's four possible futures, the problem of finfluencer noise, why the psychology of financial planning is the profession's most defensible skill set, and what it will actually tak
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