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The Flexible Advisor
The Flexible Advisor episodes
- Ep 57: Guiding Women Through Divorce – With Steph WagnerWhile divorce rates have decreased over the last 20 years according to the U.S. Census Bureau, the rates of divorce among baby boomers are increasing. Because family wealth tends to be much higher at this age, these divorces may present complex problems for clients. In this episode, Laura Gregg and David Partain speak with Steph …
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37 min - Ep 56: Assess Before Building A Diversity & Inclusion Program – With Kemy Joseph, CEO of F.E.A.R.S Advantage“Assess before you make a mess,” is what Kemy Joseph, CEO and DEI Strategist at F.E.A.R.S. Advantage tells Laura Gregg and David Partain in this episode of The Flexible Advisor. Kemy talks about the stress that firm leaders face when it comes to the topic of diversity, equity and inclusion (DEI) and why it’s critical …
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41 min - Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech UniversityWhat’s most important when choosing a financial planner? Does race and gender outweigh other characteristics like age, years of experience or levels of trust? Dr. Miranda Reiter, CFP®, from Texas Tech University, is studying this topic and shares her findings on what’s most important to consumers. Listen as Laura Gregg and David Partain compare and …
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35 min - Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel DeaneHow do conversations with your prospects start? Is it about their needs or about your firm? Samuel Deane, CEO of Deane Financial Partners, talks about his experience as an immigrant seeking the American dream and why taking a traditional wealth management path wasn’t a fit for him. At 25 he started his own firm focused …
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41 min - Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth AdvisorsFlexShares research continues to confirm that high-net-worth clients prefer advisors with a similar culture and gender and whom they feel will understand their unique needs. In this episode, Laura Gregg and David Partain speak about the growing importance of women advisors with Jana Gregorek, Chief Growth Officer at Visionary Wealth Advisors. They discuss how firms …
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42 min - Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®As vaccinations ramp up and offices are re-open, many firms are facing a dilemma: Bring the entire staff back, create a hybrid team model or go fully virtual? In this fourth episode of our Advisor Wellness series, Laura Gregg and David Partain speak with Lauren Oschman, CFP®, Partner, Chief Experience Officer and producing Advisor at …
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40 min - Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®Is work getting the best of you? Do you wish you had more control over your life and time? In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer. Patty helps financial advisors develop personalized systems to get more done in less time while clearing …
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30 min - Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGenThe Financial Planning Association (FPA) is taking action to drive change in our industry through both its NexGen and Pride Planners programs. In this episode, Laura Gregg and David Partain speak with FPA NexGen President Joey Stemmle about his new leadership role and what he hopes to accomplish. He also talks about the growth of …
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43 min - Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe CarmichaelAdvisors are stressed, and female advisors report the higher levels of stress. But is that necessarily bad? This is the second in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In this episode we speak with Dr. Chloe Carmichael, …
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31 min - Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack SingerAs an advisor, you work hard to lessen your clients’ financial stress. But, how can you reduce and manage your own stress to prevent burnout? This is the first in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In …
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27 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/