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The Flexible Advisor
The Flexible Advisor episodes
- Ep 87: Take Your Passion To Work Today with Regina HuberHow 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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32 min - Ep 86: Your Most Valuable Asset: Personal Branding with April RudinJust 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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30 min - Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhDWhat 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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44 min - Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional ConnectionProvide 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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41 min - Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael PompianMost 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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35 min - Ep 82: Back to School — With Steve Schiestel, Director of Financial Planning at MSUIs 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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39 min - Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara ProvostIs 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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24 min - Ep 80: Virtual Hybrid Meetings, Actual Success – With Lauren SergyVirtual 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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35 min - Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev FlaxingtonWhat 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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31 min - Ep 78: Expand Your ESG Investing Expertise — With Michael YoungUnderstanding 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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46 min
About The Flexible Advisor
From the publisher's feed
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/