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.
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 99: Assessing the impact of Secure Act 2.0 — With Lee Freitag
9/22/2023
Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans. In this episode, Laura Gregg and David Partain are joined by Lee Freitag, practice lead of the Retirement Solutions Group at Northern Trust … Continue reading Ep 99: Assessing the impact of Secure Act 2.0 — With Lee Freitag →
Duration:00:26:06
Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
9/1/2023
Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice. In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are … Continue reading Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig →
Duration:00:30:27
Ep 97: The Art of the Nudge – With Patrick Fagan
8/4/2023
We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships. In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at … Continue reading Ep 97: The Art of the Nudge – With Patrick Fagan →
Duration:00:36:37
Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George
6/29/2023
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors. Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American … Continue reading Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George →
Duration:00:29:51
Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue
6/16/2023
Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan. In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advice and … Continue reading Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue →
Duration:00:27:36
Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina
4/28/2023
The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations. In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David Partain about this demographic, and why … Continue reading Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina →
Duration:00:22:01
Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth
3/24/2023
Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate … Continue reading Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth →
Duration:00:31:49
EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow
3/8/2023
It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technology … Continue reading EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow →
Duration:00:25:24
Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon
3/2/2023
Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding. In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at Kaysi Gordon Financial Planning, to talk about how she came to that decision, and the lessons she has learned that can benefit … Continue reading Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon →
Duration:00:24:51
Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch
2/10/2023
It’s True: GRIT can be a game-changer. In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares his inspiring journey and lessons that can help others respond to unexpected circumstances. Tune in for Austin’s powerful story and learn how the G.R.I.T. framework can help managers adapt to today’s challenges. Austin discusses: Helping … Continue reading Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch →
Duration:00:30:22
Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg
1/27/2023
What has changed in the advisor landscape? What are advisors doing differently? In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-running study … Continue reading Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg →
Duration:00:26:59
Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion
1/13/2023
Are you familiar with the SEC’s 206(4) proposal? Will you be compliant? In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the intent and potential impact of the proposal. If you outsource certain investment functions or have been evaluating third-party service providers, join us to … Continue reading Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion →
Duration:00:36:20
Ep 87: Take Your Passion To Work Today with Regina Huber
11/25/2022
How can your favorite pastime — running, cooking, travel… whatever — boost your performance, increase job satisfaction, build a stronger team culture? In this episode, Laura Gregg and David Partain speak with Regina Huber, the CEO and founder of Transform Your Performance, about the powerful connection between our hobbies and our professional lives. Regina discusses: … Continue reading Ep 87: Take Your Passion To Work Today with Regina Huber →
Duration:00:31:17
Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin
10/28/2022
Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably vetting you (among others) to determine whether to contact you. Who are they seeing? In this episode, Laura Gregg and David Partain dive into the world of digital marketing and personal branding … Continue reading Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin →
Duration:00:29:15
Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD
10/6/2022
What are your clients not telling you? What could you do differently to earn greater trust? In this episode, Laura Gregg talks with Barnaby Riedel, one of the architects of FlexShares’ behavioral study on growing wallet share. The findings provide a sensible groundwork to build more productive and mutually rewarding client relationships. Barnaby discusses: His … Continue reading Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD →
Duration:00:43:05
Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection
9/24/2022
Provide good numbers and exceptional service and you’ll have a satisfied client. Create a personal connection, and you may be surprised at the results. In this episode, Laura Gregg and David Partain speak with financial advisor Brendan Frazier, founder of Wired Planning and host of The Human Side of Money podcast. Brendan offers three simple … Continue reading Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection →
Duration:00:40:42
Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian
9/9/2022
Most advisors recognize that, when it comes to making investment decisions, a client’s emotions can derail a plan. Equipping yourself with knowledge on behavioral finance and financial personas could be the key to a more successful approach to ensuring your clients stick to their plan. In this episode, Laura Gregg and David Partain talk with … Continue reading Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian →
Duration:00:34:12
Ep 82: Back to School — With Steve Schiestel, Director of Financial Planning at MSU
8/26/2022
Is your firm seeking new talent? Are you a student seeking a career in wealth management? Consider introducing yourself to the growing number of Financial Planning directors at universities in your area (and beyond). In this episode, Laura Gregg and David Partain speak with Steve Schiestel, CFA, the Head of the Financial Planning and Wealth … Continue reading Ep 82: Back to School — With Steve Schiestel, Director of Financial Planning at MSU →
Duration:00:38:32
Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara Provost
8/16/2022
Is this too much to ask? Women just want advisors who recognize their concerns, appreciate their perspective, and respect their ability to make smart choices. Join Laura Gregg and David Partain as they talk with Dr. Barbara Provost, Founder of Purse Strings, LLC and an accomplished educational consultant to the banking and insurance industries. They discuss the often … Continue reading Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara Provost →
Duration:00:23:50
Ep 80: Virtual Hybrid Meetings, Actual Success – With Lauren Sergy
7/15/2022
Virtual meetings are one of the lasting impacts of Covid. While you may have mastered them when everyone was remote, now it’s time to master hybrid virtual meetings. Consider these ideas to make them more comfortable – and productive – for all involved. In this episode, Laura Gregg and David Partain speak with Lauren Sergy, … Continue reading Ep 80: Virtual Hybrid Meetings, Actual Success – With Lauren Sergy →
Duration:00:34:34