The Exceptional Advisor Podcast, produced by the Investments & Wealth Institute, is a conversation series for financial advisors who serve high-net-worth clients and want to sharpen how they practice.Each episode features a working practitioner, researcher, or industry leader on the topics shaping the profession: market outlooks, retirement income, investor behavior, building and leading advisory teams, earning client trust, and the role of AI in advice. Past guests include Michael Kitces, Liz Ann Sonders, Mark Casady, John Bowen, and behavioral finance researcher Herman Brodie.The show is built for advisors who already have the fundamentals and want the next layer of expertise — the kind that separates a competent advisor from an exceptional one. Expect practical conversations about serving clients with complex needs, standing out in a crowded market, and communicating your value in terms clients understand.The podcast comes from the Institute that administers the CIMA®, CPWA®, and
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The Exceptional Advisor Podcast is a business podcast hosted by Investments & Wealth Institute, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
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Investments & Wealth Institute hosts The Exceptional Advisor Podcast, a business show with 100 episodes published.
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Episode #8
Where Asset Allocation Meets Client Psychology
Aug 10, 202636 minS8
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 hits—once it does, risk aversion spikes and rebalancing gets hard to do. The neuroscience behind FOMO and the panic call. FOMO sits near a pain center in the brain and carries a strong social component; the panic call that comes during a downturn draws on that same wiring. Running the outbound call. With three or four hundred clients, advisors have to rank who gets called first during a downturn, based on what they already know about each client in good times and bad.
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 take for advisors—new and experienced—to serve clients well in the decade ahead. Their conversation covers: AI as a tool, not a replacement. CFP Board's working group mapped four AI scenarios for the profession. The most likely outcome blends two of them—and in both, advisors who treat AI as a productivity tool rather than a threat are the ones who gain. Finfluencers and fiduciary theater. Plenty of platforms and personalities now market advice as personalized. But many are built around engagement and product sales, not the client's actual interests. The case for specialty certifications. Why CFP Board added the Certified Investment Management Analyst® (CIMA®) to the accelerated education path and why the profession's future isn't fewer specialists but more advisors whose specialized expertise is grounded in a holistic, ethical framework.
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 take for advisors—new and experienced—to serve clients well in the decade ahead. Their conversation covers: AI as a tool, not a replacement. CFP Board's working group mappe...
In 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 what that means for firm leaders right now Why the advisor of the future leads with the meaning of money, not the management of it What the next five to seven years actually look like for the profession, and what to be doing about it today Required listening for any advisor or firm leader thinking about where this profession is headed.
In 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 what that means for firm leaders right now Why the advisor of the future leads with the meaning of money, not the management of it What the next five to seven years actually look like for the profession, and what to be doing about it today Required listening for any advisor or firm leader thinking about where this profession is headed.
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