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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 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

Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington

6/17/2022
What makes “The Ask” so awkward and even counterproductive? FlexShares recently surveyed high-net-worth investors across the country to better understand what drives their decision to allocate assets to and among advisors. The results are in, and they provide some valuable insight. In this episode, Laura Gregg and David Partain talk with Beverly Flaxington, Human Behavior … Continue reading Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington →

Duration:00:30:46

Ep 78: Expand Your ESG Investing Expertise — With Michael Young

6/13/2022
Understanding Environmental, Social, Governance (ESG) criteria points and how they relate to investment portfolios is critical for helping your clients navigate ESG issues. In this episode, Laura Gregg and David Partain talk with Michael Young, Manager of Educational Programs at US SIF: The Forum for Sustainable and Responsible Investment. They discuss ESG investing and how … Continue reading Ep 78: Expand Your ESG Investing Expertise — With Michael Young →

Duration:00:45:17

Ep 77: “Hello, Ideal Client” — With Susan Danzig

6/3/2022
In this marketplace, personalized service is what separates a financial advisor from an app. Knowing your ‘niche’ and your Ideal Client may be the key to a more prosperous —and satisfying — practice. In this episode, Susan Danzig, a Certified Business Development Coach for financial advisors, joins David Partain to discuss the ‘why’ and ‘how’ … Continue reading Ep 77: “Hello, Ideal Client” — With Susan Danzig →

Duration:00:21:01

Ep 76: Are Advisors Missing the Forest for the Trees? – Kiley Miller on Sustainable Investing

5/20/2022
As sustainable investing grows in popularity, so do the misconceptions about its framework. In this episode, Laura Gregg and David Partain speak with Kiley Miller, Director of ESG Investment Solutions at Envestnet. Kiley is a passionate leader in the ESG investment space. She shares how she is working to help advisors better understand underlying value … Continue reading Ep 76: Are Advisors Missing the Forest for the Trees? – Kiley Miller on Sustainable Investing →

Duration:00:39:31

Ep 75: ESG Investing: “This is where people are” – With Jon Hale, Morningstar

3/29/2022
Workers and consumers are holding businesses to higher standards. Why wouldn’t investors do the same? As awareness of environmental, social and governance issues grows, more people are saying ‘I want an investment that’s going to help me reach my financial goals, but I’d like the more sustainable version, please’. In this episode, Laura Gregg and … Continue reading Ep 75: ESG Investing: “This is where people are” – With Jon Hale, Morningstar →

Duration:00:42:16

Ep 74: What Makes a Healthy Workplace? – With Amy Dittman

3/11/2022
A supportive work environment can improve performance, job satisfaction, and even client experience. Sometimes a little thing –– a better desk set-up, stepping away from the screen, or a confidential conversation — can make a surprisingly big difference. In this episode, Laura Gregg and David Partain talk with Amy Dittman, a Health Promotion Specialist working … Continue reading Ep 74: What Makes a Healthy Workplace? – With Amy Dittman →

Duration:00:42:23

Ep 73: Use ESG as a GPS Tool, Not a Moral Compass — With Jeff Gitterman

2/22/2022
Why is Environmental, Social and Governance (ESG) Investing moving from marginal to mainstream? Aligning investments with values is just the beginning. In this episode, Laura Gregg and David Partain talk with Jeffrey Gitterman, Co-Founding Partner and Creator of Sustainable, Impact, and ESG Investing Services at Gitterman Wealth Management, LLC. They discuss his passion as an … Continue reading Ep 73: Use ESG as a GPS Tool, Not a Moral Compass — With Jeff Gitterman →

Duration:00:42:50

Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke

2/4/2022
Trying to accommodate a wide range of client needs may actually limit your practice’s growth, your effectiveness, and your satisfaction. Targeting a niche that fits your specific experience and expertise can make a meaningful difference for you AND your clients. Kristen Luke is the president of Kaleido Creative Studio, a marketing agency specializing in helping … Continue reading Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke →

Duration:00:28:56

Ep 71: Are Your Clients “Really” Fine? With Julie Littlechild

1/21/2022
The right questions elevate good service to actual engagement. They build trust, confirm your credibility and, most important, provide valuable information you won’t capture on a client questionnaire. In this episode, Laura Gregg and David Partain speak to Julie Littlechild, Founder and CEO of Absolute Engagement. They discuss the importance of going beyond “How are … Continue reading Ep 71: Are Your Clients “Really” Fine? With Julie Littlechild →

Duration:00:24:57

Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer

12/15/2021
Wow. That digital platform sure looks good. Sleek and sophisticated. Smart and fast. So intuitive, it anticipates your every need – some you didn’t even know you have. But will it help to enhance the client experience? In this episode, Laura Gregg and David Partain talk with Adam Boyer, Head of Business Development at Emotomy. … Continue reading Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer →

Duration:00:33:10

Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy

12/13/2021
Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection. What makes them stay? A satisfying personal connection. In this episode, Laura Gregg and David Partain talk with Barbara Healy, Partner and Senior Financial Planner at Allworth Financial, about creating personal relationships … Continue reading Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy →

Duration:00:36:47

Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael

11/23/2021
For many, the pandemic has triggered varying degrees of stress, anxiety and depression. Addressing it in the context of an advisor/client relationship can be uncomfortable. What can you do when emotional health becomes part of the conversation? In this episode, Laura Gregg and David Partain talk with Dr. Chloe Carmichael, a clinical psychologist whose focus … Continue reading Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael →

Duration:00:37:01

Ep 67: GenX. They Need You. Now. – With Michael Labos

11/8/2021
They are misunderstood, neglected and in a precarious situation. Why are so many financial planners not actively engaging with Gen X? In this episode, Laura Gregg and David Partain talk with a champion of the Gen X investor. What issues are challenging this generation and why should advisors pay attention? Michael Labos CFP®, CCFS®, and … Continue reading Ep 67: GenX. They Need You. Now. – With Michael Labos →

Duration:00:21:34

Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain

10/26/2021
To have a beginning, we must also have an ending. Sometimes the ending is our choice, and sometimes it is thrust upon us. Elisa Spain is an Executive Life Coach and the creator of the You Pivot™ Program. She helps senior-level executives plan and create the next version of themselves whether in a new career … Continue reading Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain →

Duration:00:29:28

Ep 65: The Power of Transition Planning — With Ross Marino and Susan Bradley

10/4/2021
Life decisions made with urgency, short timeframes, and pressure will shape the next chapter of someone’s life. How can advisors help clients navigate thoughtfully through life’s changes? In this episode, Laura Gregg and David Partain talk about the impact that life transitions can have on financial plans. Susan Bradley CFP® CeFT®, Founder of Sudden Money … Continue reading Ep 65: The Power of Transition Planning — With Ross Marino and Susan Bradley →

Duration:00:39:31