The Flexible Advisor
Business & Economics Podcasts
Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients. We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment. Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well. Visit our website to learn more: https://ntam.northerntrust.com/
Location:
United States
Description:
Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients. We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment. Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well. Visit our website to learn more: https://ntam.northerntrust.com/
Language:
English
Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
Duration:00:26:20
Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
Duration:00:35:03
Ep 103: Meet Your New Intern: Generative AI – With John Prendergast
Duration:00:45:22
Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
Duration:00:39:42
Ep 101: Why Succession Planning Is Essential – With Linda Willis
Duration:00:22:21
Ep 100: What Have We Done?!
Duration:00:28:51
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
Duration:00:30:27
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
Duration:00:29:51
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
Duration:00:22:01
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
Duration:00:25:24
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
Duration:00:30:22
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
Duration:00:36:20
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
Duration:00:29:15