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:

August 04, 2023 Ep 97: The Art of the Nudge – With Patrick Fagan
We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships. In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at …
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37min
June 29, 2023 Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors. Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American …
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30min
June 16, 2023 Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue
Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan. In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advice and …
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28min
April 28, 2023 Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina
The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations. In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David Partain about this demographic, and why …
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23min
March 24, 2023 Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth
Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate …
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32min
March 08, 2023 EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow
It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technology …
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26min
March 02, 2023 Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon
Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding. In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at Kaysi Gordon Financial Planning, to talk about how she came to that decision, and the lessons she has learned that can benefit …
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25min
February 10, 2023 Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch
It’s True: GRIT can be a game-changer. In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares his inspiring journey and lessons that can help others respond to unexpected circumstances. Tune in for Austin’s powerful story and learn how the G.R.I.T. framework can help managers adapt to today’s challenges. Austin discusses: Helping …
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31min
January 27, 2023 Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg
What has changed in the advisor landscape? What are advisors doing differently? In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-running study …
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27min
January 13, 2023 Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion
Are you familiar with the SEC’s 206(4) proposal? Will you be compliant? In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the intent and potential impact of the proposal. If you outsource certain investment functions or have been evaluating third-party service providers, join us to …
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37min

FAQs about The Flexible Advisor:

How many episodes does The Flexible Advisor have?

The podcast currently has 107 episodes available.