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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 economic signals, and relentless headlines. Liz Ann shares her current outlook on …
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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 concentration risk and client FOMO to keeping clients calm, Liz covers plenty of ground, …
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 adoption and fiduciary expectations. She walks us through her career in the ind…
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