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 … <a class="btn btn-default" href="https://theflexibleadvisor.blubrry.net/2020/08/18/ep-28-standing-out-among-advisors-with-devin-ekberg/"> Read More Read More</a>

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 … Read More Read More

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 &amp; Wealth Institute.&nbsp; Listen to hear about the research that the Investments &amp; Wealth Institute conducted with Cerulli Associates on three … <a href="https://theflexibleadvisor.blubrry.net/2020/08/18/ep-28-standing-out-among-advisors-with-devin-ekberg/" rel="noopener noreferrer"> Read More Read More</a>

Ep 28: Standing Out Among Advisors — with Devin Ekberg

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/

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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/

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Ep 28: Standing Out Among Advisors — with Devin Ekberg

Ep 28: Standing Out Among Advisors — with Devin Ekberg