The Flexible Advisor

By Laura Gregg and David Partain

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... more

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FAQs about The Flexible Advisor:

How many episodes does The Flexible Advisor have?

The podcast currently has 107 episodes available.

The Flexible Advisor episodes:

May 12, 2020 Ep 17: How to Manage Your PR and Client Communications in Times of Crisis – With Mark LaVoie
Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode, Laura Gregg and David Partain are joined by Mark LaVoie, vice president at Prosek Partners, to discuss communication strategies for advisors to adopt during the …
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21min
May 07, 2020 Ep 16: A Healthcare Analyst’s Views on the Progression of Coronavirus – With Erick Noensie
This podcast conversation was recorded on April 29 and the data and material cited were as of that time. Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose. FlexShares is working hard to deliver a variety of resources for advisors under the banner of …
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18min
May 07, 2020 Ep 15: Medical Safety Considerations for Advisory Firms – With Dr. Ari Levy, MD, MBA
When advisors choose to return to the office, they must do it with an abundance of caution. In this episode, Laura Gregg is joined by Ari Levy, MD, MBA and the Founder and CEO of SHIFT – a place for people looking for a transformative approach to healthcare delivery. Ari is a medical doctor, clinician …
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32min
May 07, 2020 Ep 14: Planning for Re-Opening Your Office – With Kelli Cruz
With many states beginning to lift stay-at-home restrictions, you’ll want to create a plan for how and when to open your doors to employees and clients. Who should return to the office and when? How will you create and maintain a safe office environment? Laura Gregg and David Partain, along with Kelli Cruz, the principal …
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32min
April 28, 2020 Ep 13: Using Video to Guide Your Clients Through Uncertainty – With Laura Garfield and Fernando Ereneta
Welcome to The Flexible Advisor podcast! This is the show for financial advisors that digs into industry trends, investor preferences, and FlexShares’ proprietary advisor and investor research. In this episode, Laura Gregg and David Partain welcome two special guests: Idea Decanter co-founder Laura Garfield and advisor Fernando Ereneta. Together, the four discuss how advisors can …
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30min
April 27, 2020 Ep 12: Better Client Communication Through Technology – Stronger Every Day in 15 Minutes
The Flexible Advisor Podcast Leveraging Technology To Improve Client Relationships – 15 Minute Conversation with Laura Gregg and David Partain Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose. FlexShares is working hard to deliver a variety of resources for advisors under the banner …
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18min
April 25, 2020 Ep 11: Raising Awareness of Financial Planning in Diverse Communities – With Malcolm Ethridge
Over the next 20 years, the U.S. is going to look much different than it does today. In fact, we’re already seeing more women, people of color, younger people, and LGBTQ people owning a larger share of U.S. and global wealth. Is your advisory firm building diverse teams and clientele? Today, Laura Gregg and David …
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33min
April 22, 2020 Ep 10: Clients Don’t Want Another Email – Stronger Every Day in 15 Minutes
Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose. FlexShares is working hard to deliver a variety of resources for advisors under the banner of Stronger Every Day including 15-minute bite-size podcasts to give you some quick ideas around helping clients – and your …
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17min
April 21, 2020 Ep 9: Now is the Time to Spend Marketing Dollars – With Malcolm Ethridge
With markets in disarray, many investors are looking for help from financial advisors. While it may seem counterintuitive, now is the time to boost – rather than cut – your marketing spend and optimize your visibility online. In this episode, Laura Gregg and David Partain are joined by Malcolm Ethridge, a financial advisor and executive …
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31min
April 18, 2020 Ep 8: An Advisor’s Guide to the CARES Act – With Susan Czochara and Lee Freitag
The recently enacted Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a stimulus package that offers Americans a bridge to short-term financial survival. In this episode, Laura Gregg and David Partain are joined by Susan Czochara and Lee Freitag from Northern Trust Asset Management to walk you through the CARES Act. They discuss …
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27min

FAQs about The Flexible Advisor:

How many episodes does The Flexible Advisor have?

The podcast currently has 107 episodes available.