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The Flexible Advisor

Business & Economics Podcasts

Welcome to The Flexible Advisor podcast with Laura Gregg and David Partain from FlexShares Exchange Traded Funds. In this podcast we attempt to help financial advisors overcome the ever-increasing wave of information that comes their way. We break down overwhelming amounts of research and solutions into absorbable information so advisors can apply what they are learning to grow their practice. Join us as we strike up thought-provoking conversations with a variety of experts within the financial industry to decipher the ever increasing amount of research to help you build implementable solutions.

Welcome to The Flexible Advisor podcast with Laura Gregg and David Partain from FlexShares Exchange Traded Funds. In this podcast we attempt to help financial advisors overcome the ever-increasing wave of information that comes their way. We break down overwhelming amounts of research and solutions into absorbable information so advisors can apply what they are learning to grow their practice. Join us as we strike up thought-provoking conversations with a variety of experts within the financial industry to decipher the ever increasing amount of research to help you build implementable solutions.

Location:

United States

Description:

Welcome to The Flexible Advisor podcast with Laura Gregg and David Partain from FlexShares Exchange Traded Funds. In this podcast we attempt to help financial advisors overcome the ever-increasing wave of information that comes their way. We break down overwhelming amounts of research and solutions into absorbable information so advisors can apply what they are learning to grow their practice. Join us as we strike up thought-provoking conversations with a variety of experts within the financial industry to decipher the ever increasing amount of research to help you build implementable solutions.

Language:

English


Episodes

Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University

6/11/2021
What’s most important when choosing a financial planner? Does race and gender outweigh other characteristics like age, years of experience or levels of trust? Dr. Miranda Reiter, CFP®, from Texas Tech University, is studying this topic and shares her findings on what’s most important to consumers. Listen as Laura Gregg and David Partain compare and … Continue reading Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University →

Duration:00:34:44

Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel Deane

6/1/2021
How do conversations with your prospects start? Is it about their needs or about your firm? Samuel Deane, CEO of Deane Financial Partners, talks about his experience as an immigrant seeking the American dream and why taking a traditional wealth management path wasn’t a fit for him. At 25 he started his own firm focused … Continue reading Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel Deane →

Duration:00:40:34

Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

5/25/2021
FlexShares research continues to confirm that high-net-worth clients prefer advisors with a similar culture and gender and whom they feel will understand their unique needs. In this episode, Laura Gregg and David Partain speak about the growing importance of women advisors with Jana Gregorek, Chief Growth Officer at Visionary Wealth Advisors. They discuss how firms … Continue reading Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors →

Duration:00:41:51

Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®

5/14/2021
As vaccinations ramp up and offices are re-open, many firms are facing a dilemma: Bring the entire staff back, create a hybrid team model or go fully virtual? In this fourth episode of our Advisor Wellness series, Laura Gregg and David Partain speak with Lauren Oschman, CFP®, Partner, Chief Experience Officer and producing Advisor at … Continue reading Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP® →

Duration:00:39:13

Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®

4/29/2021
Is work getting the best of you? Do you wish you had more control over your life and time? In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer. Patty helps financial advisors develop personalized systems to get more done in less time while clearing … Continue reading Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO® →

Duration:00:29:40

Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen

4/16/2021
The Financial Planning Association (FPA) is taking action to drive change in our industry through both its NexGen and Pride Planners programs. In this episode, Laura Gregg and David Partain speak with FPA NexGen President Joey Stemmle about his new leadership role and what he hopes to accomplish. He also talks about the growth of … Continue reading Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen →

Duration:00:42:08

Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael

4/8/2021
Advisors are stressed, and female advisors report the higher levels of stress. But is that necessarily bad? This is the second in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In this episode we speak with Dr. Chloe Carmichael, … Continue reading Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael →

Duration:00:30:22

Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer

3/30/2021
As an advisor, you work hard to lessen your clients’ financial stress. But, how can you reduce and manage your own stress to prevent burnout? This is the first in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In … Continue reading Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer →

Duration:00:26:14

Ep 47: Growing the Practice of Your Dreams — With Rita Robbins

3/19/2021
Build the business of your dreams while serving clients with integrity, creativity, and compassion! In this exciting episode, Laura Gregg and David Partain sit down with Rita Robbins, Founder of Affiliated Advisors. As one of the first women to launch an Super OSJ (Office of Supervisory Jurisdiction) and a consultant who leads more than 85 … Continue reading Ep 47: Growing the Practice of Your Dreams — With Rita Robbins →

Duration:00:27:02

Ep 46: The Race to Scalability — With Paul Binnion, Hanlon Investment Management

3/12/2021
Advisors, how are you collaborating and partnering with your outsourced solutions partners? In this episode Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management. They discuss today’s advisory landscape and take a deeper look into FlexShares’ Race to Scalability study and the power of collaboration between advisors and their external … Continue reading Ep 46: The Race to Scalability — With Paul Binnion, Hanlon Investment Management →

Duration:00:32:32

Ep 45: Women and Financial Wellness – With Heather Ettinger

3/4/2021
In 2019, women in the U.S. controlled more than $10 trillion with expectations of that tripling over the next decade according to McKinsey & Co. Many advisors, however, are missing the mark in building relationships with women. In this episode, Laura Gregg and David Partain welcome Heather Ettinger, Founder and CEO of Luma Wealth – … Continue reading Ep 45: Women and Financial Wellness – With Heather Ettinger →

Duration:00:38:45

Ep 44: The Benefits of Building a Purposeful Firm Culture – With Marie Dzanis, CIMA®

2/15/2021
The culture of a firm directly impacts it’s bottom line. It affects how employees engage with clients and how your firm is viewed within the community. In this episode, Laura Gregg and David Partain welcome Marie Dzanis, Head of Asset Management, EMEA and Chief Executive Officer of Northern Trust Global Investments. Marie is passionate about … Continue reading Ep 44: The Benefits of Building a Purposeful Firm Culture – With Marie Dzanis, CIMA® →

Duration:00:37:19

Ep 43: A New Look At Gender Stereotypes – With AnnMarie Pino and Susan Czochara

2/5/2021
It’s time for advisors to let go of some deeply held stereotypes about women investors. Investment preferences may have less to do with gender or more with levels of wealth and roles in the household. In this episode, David Partain talks with Co-Host Laura Gregg, AnnMarie Pino Director of Financial Research at Greenwald Research and … Continue reading Ep 43: A New Look At Gender Stereotypes – With AnnMarie Pino and Susan Czochara →

Duration:00:29:06

Ep 42: The Race To Scalability — With Noreen Beaman, President, Orion Advisor Solutions

1/22/2021
Over the last decade, FlexShares has been researching how and where advisors are seeking to better scale and grow their businesses, all while building a better client experience. In this episode, Laura Gregg and David Partain welcome Noreen Beaman, President of Orion Advisors Solutions. Noreen has been a supporter of Flexshares’ Race to Scalability research … Continue reading Ep 42: The Race To Scalability — With Noreen Beaman, President, Orion Advisor Solutions →

Duration:00:30:33

Ep 41: Improve Your Business in 2021 through Tiny Habits — With Matt Anderson

1/12/2021
Take your practice to the next level by taking small actions that can lead to big changes over time. In this episode, Laura Gregg and David Partain welcome advisor coach and author, Matt Anderson. Over the last 20 years, Matt has helped thousands of financial advisors power their practices by implementing a series of tiny … Continue reading Ep 41: Improve Your Business in 2021 through Tiny Habits — With Matt Anderson →

Duration:00:25:55

Ep 40: How to Build High-Functioning Advisory Teams – With Fran Skinner

12/29/2020
What are the secrets to building a diverse, high-functioning team? To find out, Laura Gregg and David Partain welcome back Fran Skinner to The Flexible Advisor. As a Co-Founder of AUM Partners, a leadership and talent assessment consulting firm for the financial services industry, Fran explains why moving away from old systems can help you … Continue reading Ep 40: How to Build High-Functioning Advisory Teams – With Fran Skinner →

Duration:00:32:15

Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS

12/21/2020
As an advisor, your work with clients often goes well beyond their financial portfolio – especially when their story changes. In this episode, Laura Gregg and David Partain talk with Ambient Financial Advisors’ Christopher D. Hill, CFP®, CGRS. Christopher discusses why his firm decided to rebrand and focus specifically on helping clients manage through transition … Continue reading Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS →

Duration:00:30:30

Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS

12/18/2020
As an advisor, your work with clients often goes well beyond their financial portfolio – especially when their story changes. In this episode, Laura Gregg and David Partain talk with Ambient Financial Advisors’ Christopher D. Hill, CFP®, CGRS. Christopher discusses why his firm decided to rebrand and focus specifically on helping clients manage through transition … Continue reading Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS →

Duration:00:25:55

Ep 38: Seeking Diversity of Thought in Advisory Teams — With Abdur Nimeri, PhD.

12/11/2020
Studies have shown that diversity of thought can lead to positive business results. Finding that type of diversity may, however, require new recruitment strategies. In this episode, Abdur Nimeri, PhD. joins Laura Gregg and David Partain to discuss why, how and where to look for diverse thought leaders for advisory teams. As the head of … Continue reading Ep 38: Seeking Diversity of Thought in Advisory Teams — With Abdur Nimeri, PhD. →

Duration:00:34:21

Ep 37: It’s A Fit! Women and Advisory — With Laurie Barry

12/3/2020
It’s no secret that the financial industry lacks diversity. But how do we move the needle? In this episode, Laurie Barry, Senior Vice President at UBS and principal of The Barry Wealth Consulting Group joins Laura Gregg and David Partain to explore how we can start making real progress towards more gender diversity. Laurie shares … Continue reading Ep 37: It’s A Fit! Women and Advisory — With Laurie Barry →

Duration:00:26:35