The Flexible Advisor
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/
Episodes
How can financial advisors embrace generative AI?
Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. However, data quality and compliance are significant concerns. Darren hi...
Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal.
In this episode, Laura Gregg and David Partain talk with Christine Simone, CEO of Caribou Wealth, about the challenge of integrating healthcare...
Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objectives of a new, Rising Generation.
Nikè discusses:
The emerging generation of adults — particularly family business owners — are grappling
with challenges and responsibilities their parents did not. In this episode, Laura Gregg speaks
with Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Based
on personal experience running her own enterprising family office and finding her joy and
purpose in consulting with rising gen pe...
How generative AI could transform your practice.
In this episode, Laura Gregg and David Partain talk with John Prendergast, co-
founder and CEO of Blueleaf. John puts the strengths (and shortcomings) of
generative AI into context for advisors – and suggests how this “lazy intern” should
be managed.
John discusses:
● What generative AI is, how it evolved, and what it’s capable of
● Some concerns and pot...
Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a secure retirement. Leaning into core tenets of behavioral investing, Sarah helps to c...
Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages.
In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Management Advisors Consulting (CMA) about the importance of succession planning and h...
As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics.
Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and planners
In this episode, Laura...
Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans.
In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solutions Group at Northern Trust Asset Management to discuss how Secure Act 2.0 stands t...
Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice.
In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and what you can provide.
Susan discusses:
We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships.
In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at Capuchin Behavioral Science, about using clients’ underlying bi...
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the n...
Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan.
In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advice and Financial Planning at MassMutual, about the trends pushing advi...
The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations.
In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David Partain about this demographic, and why advisors should recognize and rethin...
Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process?
In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate their value and elevate the client experience through client meetings that begin with visua...
It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources?
In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technology and guidance platform. Her mission: To equip advisors with practical resource...
Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding.
In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at Kaysi Gordon Financial Planning, to talk about how she came to that decision, and the lessons she has learned that can benefit any advisor no matter what their career plan.
Kaysian discusses:
- H...
It’s True: GRIT can be a game-changer.
In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares his inspiring journey and lessons that can help others respond to unexpected circumstances. Tune in for Austin’s powerful story and learn how the G.R.I.T. framework can help managers adapt to today’s challenges.
Austin discusses:
- Helping ot...
What has changed in the advisor landscape? What are advisors doing differently?
In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-running study and discusses highlights from its findings and what it means for advisors...
Are you familiar with the SEC’s 206(4) proposal? Will you be compliant?
In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the intent and potential impact of the proposal.
If you outsource certain investment functions or have been evaluating third-party service providers, join us to learn more.
Paul discusses:
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