The Exceptional Advisor Podcast

Publicly listed emails

caugeri@i-w.org

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How to Talk to Clients About Politics with Jeff Bush

September 14, 2026

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 an...

Where Asset Allocation Meets Client Psychology

August 10, 2026

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 volati...

Two Credentialing CEOs on the Future of Advice

July 13, 2026

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 ...

How do I get in touch with The Exceptional Advisor Podcast?

The Exceptional Advisor Podcast is hosted by Sean Walters. Its publicly listed email is caugeri@i-w.org. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Exceptional Advisor Podcast?

The publicly listed email for The Exceptional Advisor Podcast: caugeri@i-w.org.

How many listeners does The Exceptional Advisor Podcast have?

Podseeker estimates The Exceptional Advisor Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Exceptional Advisor Podcast?

The Exceptional Advisor Podcast typically books industry leaders. Typical guest background: Senior leadership of financial-services firms, professional associations, or credentialing organizations; nationally recognized financial-planning practitioners; and established researchers or thought leaders in wealth management, advisor practice, investor behavior, or technology. Common among recent guests: Executive leadership of major financial-services or professional organizations; Recognized thought leadership in financial planning or wealth management; Established research or professional expertise relevant to the advice profession. Recent guests include K. Dane Snowden, Mark Casady, and Michael Kitces.

How hard is it to get booked on The Exceptional Advisor Podcast?

High. It mostly books established leaders in its field.

What topics does The Exceptional Advisor Podcast cover?

Recent episodes cover Wealth Management, Financial Planning, Retirement, Behavioral Finance, and Artificial Intelligence. Pitch an idea tied to one of these topics and mention a recent episode.