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 17, 2020 Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer
Advisors, have you checked in with your clients recently? Adam Boyer, Head of Business Development for Emotomy at Northern Trust joins Laura Gregg and David Partain to discuss the importance of advisor-client relationships and what it takes to build client trust. Together, they explore the role technology plays in communication and the need for maintaining …
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36min
July 09, 2020 Ep 26: Why Now is the Right Time to Hire — With Fran Skinner
While COVID-19 has sidelined hiring plans for many firms, many leaders are using this time to find top talent. Explore today’s hiring trends as Laura Gregg and David Partain welcome Fran Skinner to the podcast. As the co-founder of AUM Partners, a leadership and talent assessment consulting firm for the financial services industry, Fran shares …
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39min
June 24, 2020 Ep 25: Podcasting to Reach and Retain Clients in the Digital Age – With Matt Halloran
As the world becomes increasingly technology- and convenience-based, podcasting has risen as a new medium to showcase your voice and connect with your ideal audience. For advisors, podcasting has become a great way to build relationships with ideal and existing clients, all the while maximizing the advisor-client relationships and ROI alike. In this episode, Laura …
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26min
June 17, 2020 Ep 24: Leadership and Diversity – With Shundrawn Thomas
There are specific actions that leaders must take if they’re serious about driving diversity, equity, and inclusion in their organization. Shundrawn Thomas, former President of Northern Trust Asset Management recently spoke with Laura Gregg and David Partain about the role of leaders in DE&I. He also talked about his recent open letter – Breaking the …
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34min
June 16, 2020 Ep 23: Connecting People to Advisors of Color – With Dana Wilson
Investors prefer to work with financial professionals who they feel will understand them, according to a recent FlexShares study on diversity. How can we draw more people of color into the financial industry? And how can we help investors find those who are already out there? Today, Laura Gregg and David Partain welcome Dana Wilson, …
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28min
June 12, 2020 Ep 22: Partnering with Community Foundations to Strengthen Client Relationships in Uncertain Times – With Elena Pullen-Venema
Charitable giving is on the minds of many people, now more than ever. In this episode, Laura Gregg and David Partain are joined by Elena Pullen-Venema, the Director of Gift Planning at the Community Foundation of Snohomish County (Greater Seattle Area). Elena explains the foundation’s growing commitment to Racial Equity and how grants during the …
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31min
June 12, 2020 Ep 21: Strategies for Advancing Racial Equity and Diversity – With Connie Lindsey
The worldwide protests calling for racial justice and equity have been a wake-up call for us all and the lack of diversity in the wealth management space has been noted for years. In this episode, Laura Gregg and David Partain are joined by Connie Lindsey, formerly the Executive Vice President and head of Corporate Social …
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29min
June 02, 2020 Ep 20: Coaching Clients in Volatile Times – With Morningstar’s Dr. Sarah Newcomb
How should you advise clients who are going into a fight, flight, or freeze response to the market volatility? In this episode, Laura Gregg and David Partain are joined by Dr. Sarah Newcomb, director of behavioral science at Morningstar. Sarah discusses how financial advisors can have productive conversations with clients to keep them on track. …
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38min
June 02, 2020 Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington
The pandemic has altered our work style and the way we communicate. Many have come to rely on video conferencing and other digital tools to keep in touch. But what happens as we begin to migrate back to the office? In this episode of The Flexible Advisor podcast, Laura Gregg and David Partain are joined …
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32min
May 15, 2020 Ep 18: Serving Medical Professionals During COVID-19 – With Lauren Oschman
Doctors are experiencing financial uncertainty right now just like everyone else, despite their increased workload on the frontlines. In this episode, Laura Gregg and David Partain are joined by Lauren Oschman of Vestia Personal Wealth Advisors. Lauren talks about how she is adding value to doctors on the front line of the COVID-19 crisis and …
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37min

FAQs about The Flexible Advisor:

How many episodes does The Flexible Advisor have?

The podcast currently has 107 episodes available.