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:

July 09, 2021 Ep 57: Guiding Women Through Divorce – With Steph Wagner
While 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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37min
June 25, 2021 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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41min
June 11, 2021 Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University
What’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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35min
June 01, 2021 Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel Deane
How 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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41min
May 25, 2021 Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors
FlexShares 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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42min
May 14, 2021 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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40min
April 29, 2021 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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30min
April 16, 2021 Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen
The 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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43min
April 08, 2021 Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael
Advisors 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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31min
March 30, 2021 Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer
As 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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27min

FAQs about The Flexible Advisor:

How many episodes does The Flexible Advisor have?

The podcast currently has 107 episodes available.