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The Flexible Advisor
The Flexible Advisor episodes
- Ep 67: GenX. They Need You. Now. – With Michael LabosThey are misunderstood, neglected and in a precarious situation. Why are so many financial planners not actively engaging with Gen X? In this episode, Laura Gregg and David Partain talk with a champion of the Gen X investor. What issues are challenging this generation and why should advisors pay attention? Michael Labos CFP®, CCFS®, and …
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22 min - Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa SpainTo have a beginning, we must also have an ending. Sometimes the ending is our choice, and sometimes it is thrust upon us. Elisa Spain is an Executive Life Coach and the creator of the You Pivot™ Program. She helps senior-level executives plan and create the next version of themselves whether in a new career …
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35 min - Ep 65: The Power of Transition Planning — With Ross Marino and Susan BradleyLife decisions made with urgency, short timeframes, and pressure will shape the next chapter of someone’s life. How can advisors help clients navigate thoughtfully through life’s changes? In this episode, Laura Gregg and David Partain talk about the impact that life transitions can have on financial plans. Susan Bradley CFP® CeFT®, Founder of Sudden Money …
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40 min - Ep 64: Trends Shaping Wealth Management Today – With Mark BrunoOur world has changed dramatically over the past 18 months. The wealth management industry is no different. In this episode, Laura Gregg and David Partain talk with Mark Bruno, Managing Director of Wealth Management at Informa Connect. Mark talks about his new role in expanding and growing WealthManagement.com, Inside ETFs and Inside WealthStack. He also …
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36 min - Ep 63: Empowering Women Through Difficult Transitions — With Stacy FrancisMany women experience major life transitions like divorce or widowhood. As an advisor, you can be a key support pillar for your clients by educating and empowering them to make informed financial decisions, even during difficult times. In this episode, Stacy Francis, President and CEO of Francis Financial and Founder of Savvy Ladies, joins Laura …
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31 min - Ep 62: Developing and Retaining Next Gen Talent — With Yonhee GordonWhile firms may be successful in hiring younger employees, they often struggle to keep them. In this episode, Laura Gregg and David Partain talk about successful retention strategies with Yonhee Gordon, a Principal of JMG Financial Group and the RIA’s Chief Operating Officer and Chief Marketing Officer. They discuss how a methodical hiring process and …
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39 min - Ep 61: Four Pillars of DE&I from the CFP Board’s Center for Financial Planning – With D.A. AbramsBuilding a Diversity, Equity and Inclusion program (DEI), can be a daunting task. Leaders understand that it’s so much more than just hiring people that look different from one another. In this episode, Laura Gregg and David Partain welcome D.A. Abrams, Managing Director at the CFP Board’s Center for Financial Planning. He identifies four key …
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28 min - Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy HerbstSavvy Ladies strives to empower women by providing free financial literacy education to all women, regardless of age or income level. The nonprofit has helped more than 20,000 women of varied-backgrounds through their volunteer network of financial planners that answer key questions during times of transition which has helped put women on the path to …
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38 min - Ep 59: DE&I as a Strategic Imperative — With Connie LindseyDiversity isn’t the end game in DE&I. To create powerful outcomes, leaders need to understand how to create Equity and Inclusion within their firms, which takes strategy, commitment and accountability. In this episode, Laura Gregg and David Partain welcome back Connie Lindsey, long-recognized for her outstanding work and former Head of Corporate Social Responsibility and Global …
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40 min - Ep 58: Disrupting With Purpose — With Dana WilsonConsumers want to work with advisors like them! That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult. Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, …
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31 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/