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:

November 25, 2022 Ep 87: Take Your Passion To Work Today with Regina Huber
How can your favorite pastime — running, cooking, travel… whatever — boost your performance, increase job satisfaction, build a stronger team culture? In this episode, Laura Gregg and David Partain speak with Regina Huber, the CEO and founder of Transform Your Performance, about the powerful connection between our hobbies and our professional lives. Regina discusses: …
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32min
October 28, 2022 Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin
Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably vetting you (among others) to determine whether to contact you. Who are they seeing? In this episode, Laura Gregg and David Partain dive into the world of digital marketing and personal branding …
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30min
October 06, 2022 Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD
What are your clients not telling you? What could you do differently to earn greater trust? In this episode, Laura Gregg talks with Barnaby Riedel, one of the architects of FlexShares’ behavioral study on growing wallet share. The findings provide a sensible groundwork to build more productive and mutually rewarding client relationships. Barnaby discusses: His …
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44min
September 24, 2022 Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection
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 …
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41min
September 09, 2022 Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian
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 …
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35min
August 26, 2022 Ep 82: Back to School — With Steve Schiestel, Director of Financial Planning at MSU
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 …
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39min
August 16, 2022 Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara Provost
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 …
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24min
July 15, 2022 Ep 80: Virtual Hybrid Meetings, Actual Success – With Lauren Sergy
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, …
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35min
June 17, 2022 Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington
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 …
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31min
June 13, 2022 Ep 78: Expand Your ESG Investing Expertise — With Michael Young
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 …
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46min

FAQs about The Flexible Advisor:

How many episodes does The Flexible Advisor have?

The podcast currently has 107 episodes available.