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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 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

Ep 36: Break Your Money Silence — With Kathleen Burns Kingsbury

11/20/2020
Many people feel nervous or uncomfortable when talking about money. Negotiating a raise or letting clients know about an increase in fees can be even more intimidating, even for financial professionals. In this episode, discover how advisors and clients alike can break their money silence with money-taboo shattering tips from wealth psychology expert Kathleen Burns … Continue reading Ep 36: Break Your Money Silence — With Kathleen Burns Kingsbury →

Duration:00:28:25

Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski

11/16/2020
Most operations leaders are alone at their advisory firm. But you don’t have to be alone in your career. Whether you’re an operations professional, an advisor or even a compliance officer at a small or large firm, there are opportunities to find your tribe through a study group. In this episode, Laura Gregg and David … Continue reading Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski →

Duration:00:28:08

Ep 34: Breaking Through The Noise — with Christine Shaw

11/5/2020
How we think, act and work has been overhauled in 2020. This has meant major shifts for news and media professionals that advisors rely on for the latest advice news and in how they engage and meet their peers at industry events. Are these media professionals hitting the mark and what do they see ahead? … Continue reading Ep 34: Breaking Through The Noise — with Christine Shaw →

Duration:00:29:08

Ep 33: Lessons Learned from the Pandemic and Beyond – With Corey Hoffstein

10/29/2020
During uncertain times, it’s critical that advisors remind and reinforce the value that they are providing to their clients. In this episode, Laura Gregg welcomes Corey Hoffstein, Founder and Chief Investment Officer at Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds to advisor firms and institutional investors. … Continue reading Ep 33: Lessons Learned from the Pandemic and Beyond – With Corey Hoffstein →

Duration:00:26:08

Ep 32: Taking Behavioral Finance From Theory to Practice — With Jonathan Bernstein

10/21/2020
How can advisors take behavioral finance from theory to practice and address not only client biases but perhaps some of their own biases as well? Listen to this episode, as Laura Gregg and David Partain talk with Stringer Asset Management’s Jonathan Bernstein. Jonathan has a passion for identifying and understanding the behavioral financial issues that … Continue reading Ep 32: Taking Behavioral Finance From Theory to Practice — With Jonathan Bernstein →

Duration:00:33:57

Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan

10/12/2020
Advisors, are you well-equipped with the knowledge and expertise you need to provide clients with the insurance guidance they need? In this episode, Laura Gregg and David Partain are joined by Rebecca Woan, Principal and Founder of Chartwell Insurance Services. Together, they discuss a range of risk management considerations. Rebecca highlights areas where high-net-worth clients … Continue reading Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan →

Duration:00:28:21

Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips

9/30/2020
Why have some advisory firms grown while others have stalled during the pandemic? In this episode, Laura Gregg and David Partain discuss how advisors are gaining traction in the pandemic with Thrivos Consulting Founder Penny Phillips. Penny shares some timeless advice on prospecting, marketing and the urgent need to embrace change to build trust and … Continue reading Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips →

Duration:00:37:38

Ep 29: Marketing in the Age of Social Distancing – With Maribeth Kuzmeski, PhD.

9/11/2020
Just because you can’t meet your clients face-to-face at this time doesn’t mean you can’t host extraordinary events and attract new leads. In this episode, Laura Gregg and David Partain are joined by Dr. Maribeth Kuzmeski, PhD, President of Red Zone Marketing. Maribeth shares some insights from her recent advisor study on how financial advisors … Continue reading Ep 29: Marketing in the Age of Social Distancing – With Maribeth Kuzmeski, PhD. →

Duration:00:30:39

Ep 28: Standing Out Among Advisors — with Devin Ekberg

8/18/2020
In a crowded financial advisory space, how can you stand out? To answer this question, Laura Gregg and David Partain welcome Devin Ekberg, chief learning officer and managing director of content development at Investments & Wealth Institute. Listen to hear about the research that the Investments & Wealth Institute conducted with Cerulli Associates on three … Continue reading Ep 28: Standing Out Among Advisors — with Devin Ekberg →

Duration:00:31:32

Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer

7/17/2020
Advisors, have you checked in with your clients recently? Adam Boyer, Head of Business Development for Emotomy at Northern Trust joins Laura Gregg and David Partain to discuss the importance of advisor-client relationships and what it takes to build client trust. Together, they explore the role technology plays in communication and the need for maintaining … Continue reading Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer →

Duration:00:35:29

Ep 26: Why Now is the Right Time to Hire — With Fran Skinner

7/9/2020
While COVID-19 has sidelined hiring plans for many firms, many leaders are using this time to find top talent. Explore today’s hiring trends as Laura Gregg and David Partain welcome Fran Skinner to the podcast. As the co-founder of AUM Partners, a leadership and talent assessment consulting firm for the financial services industry, Fran shares … Continue reading Ep 26: Why Now is the Right Time to Hire — With Fran Skinner →

Duration:00:38:05

Ep 25: Podcasting to Reach and Retain Clients in the Digital Age – With Matt Halloran

6/24/2020
As the world becomes increasingly technology- and convenience-based, podcasting has risen as a new medium to showcase your voice and connect with your ideal audience. For advisors, podcasting has become a great way to build relationships with ideal and existing clients, all the while maximizing the advisor-client relationships and ROI alike. In this episode, Laura … Continue reading Ep 25: Podcasting to Reach and Retain Clients in the Digital Age – With Matt Halloran →

Duration:00:25:54

Ep 24: Leadership and Diversity – With Shundrawn Thomas

6/17/2020
There are specific actions that leaders must take if they’re serious about driving diversity, equity, and inclusion in their organization. Shundrawn Thomas, President of Northern Trust Asset Management recently spoke with Laura Gregg and David Partain about the role of leaders in DE&I. He also talked about his recent open letter – Breaking the Silence … Continue reading Ep 24: Leadership and Diversity – With Shundrawn Thomas →

Duration:00:33:00

Ep 23: Connecting People to Advisors of Color – With Dana Wilson

6/16/2020
Investors prefer to work with financial professionals who they feel will understand them, according to a recent FlexShares study on diversity. How can we draw more people of color into the financial industry? And how can we help investors find those who are already out there? Today, Laura Gregg and David Partain welcome Dana Wilson, … Continue reading Ep 23: Connecting People to Advisors of Color – With Dana Wilson →

Duration:00:27:34