Advisors – The Flexible Advisor

Ep 100:  What Have We Done?!

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As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics.

Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and planners 

In this episode, Laura, David, and Matt discuss:

  • How The Flexible Advisor has come to be one of the top podcasts in the financial services industry.  
  • How COVID became an unlikely catalyst for the platform’s development
  • Notable guests and topics 
  • And more!

    • Resources:

    • FlexShares Exchange Traded Funds 
    • Special Episode 18 – Serving Medical Professionals During COVID-19 –– With Lauren Oschman
    • Episode 21- Strategies for Advancing Racial Equity and Diversity – With Connie Lindsey
    • Episode 24- Leadership and Diversity –– With Shundrawn Thomas
    • Episode 45- Women and Financial Wellness – With Heather Ettinger
    • Episode 46- Why Advisors Should Consider Outsourcing Investment Management —  With Paul Binnion
    • Episode 48- How to Achieve Advisor Wellness and Prevent Burnout — With Dr. Jack Singer
    • Episode 49- Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael
    • Episode 55-  Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University
    • Episode 57- Guiding Suddenly Single Women – With Steph Wagner
    • Episode 58- Disrupting With Purpose — With Dana Wilson
    • Episode 62- Developing and Retaining Next Gen Talent — With Yonhee Gordon
    • Episode 67- GenX. They Need You. Now. – With Michael Labos
    • Episode 68- I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael
    • Episode 73- Use ESG as a GPS Tool, Not a Moral Compass — With Jeff Gitterman
    • Episode 75- ESG Investing: “This is where people are” – With Jon Hale
    • Episode 84- Why Settle for “Satisfied” Clients? —  Brendan Frazier on the Value of Emotional Connection
    • Episode 85- The New Rules Of Growing Wallet Shares With Barnaby Riedel, PhD

      • Connect With Matt Halloran:

      • Matt Halloran’s LinkedIn
      • Matt Halloran’s Twitter
      • ProudMouth
      • PodRocket Influence Academy

        • Connect With  Laura Gregg: 

        • Email
        • Laura Gregg’s Linkedin

          • Connect With  David Partain: 

          • Email
          • David Partain’s Linkedin

            • About Our Guest:

            Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. 

            An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. 

            Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.

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            Advisors – The Flexible AdvisorBy Laura Gregg and David Partain