Welcome to The Flexible Advisor podcast with Laura Gregg and David Partain from FlexShares Exchange Traded Funds. In this podcast we attempt to help financial advisors overcome the ever-increasing wave of information that comes their way. We break down overwhelming amounts of research and solutions into absorbable information so advisors can apply what they are learning to grow their practice. Join us as we strike up thought-provoking conversations with a variety of experts within the financial industry to decipher the ever increasing amount of research to help you build implementable solutions.
As sustainable investing grows in popularity, so do the misconceptions about its framework.
In this episode, Laura Gregg and David Partain speak with Kiley Miller, Director of ESG Investment Solutions at Envestnet.
Kiley is a passionate leader in the ESG investment space. She shares how she is working to help advisors better understand underlying value of ESG information, its various applications, and what it brings to an adv...
Workers and consumers are holding businesses to higher standards. Why wouldn’t investors do the same? As awareness of environmental, social and governance issues grows, more people are saying ‘I want an investment that’s going to help me reach my financial goals, but I’d like the more sustainable version, please’.
In this episode, Laura Gregg and David Partain speak with Jon Hale, Ph.D., CFA, Director of ESG Strategy at Morningst...
A supportive work environment can improve performance, job satisfaction, and even client experience. Sometimes a little thing –– a better desk set-up, stepping away from the screen, or a confidential conversation — can make a surprisingly big difference.
In this episode, Laura Gregg and David Partain talk with Amy Dittman, a Health Promotion Specialist working with Stifel, to discuss workplace adjustments that can have a deep im...
Why is Environmental, Social and Governance (ESG) Investing moving from marginal to mainstream? Aligning investments with values is just the beginning.
In this episode, Laura Gregg and David Partain talk with Jeffrey Gitterman, Co-Founding Partner and Creator of Sustainable, Impact, and ESG Investing Services at Gitterman Wealth Management, LLC. They discuss his passion as an ESG advocate, why he believes it belongs in every clien...
Trying to accommodate a wide range of client needs may actually limit your practice’s growth, your effectiveness, and your satisfaction. Targeting a niche that fits your specific experience and expertise can make a meaningful difference for you AND your clients.
Kristen Luke is the president of Kaleido Creative Studio, a marketing agency specializing in helping RIAs promote their businesses through a niche approach. In this episo...
The right questions elevate good service to actual engagement. They build trust, confirm your credibility and, most important, provide valuable information you won’t capture on a client questionnaire.
In this episode, Laura Gregg and David Partain speak to Julie Littlechild, Founder and CEO of Absolute Engagement. They discuss the importance of going beyond “How are you?”, “I’m fine.” to elicit more meaningful responses, and how a...
Wow. That digital platform sure looks good. Sleek and sophisticated. Smart and fast. So intuitive, it anticipates your every need – some you didn’t even know you have.
But will it help to enhance the client experience?
In this episode, Laura Gregg and David Partain talk with Adam Boyer, Head of Business Development at Emotomy. They discuss the challenges of choosing digital tools in a crowded marketplace, key considerations whe...
Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection. What makes them stay? A satisfying personal connection.
In this episode, Laura Gregg and David Partain talk with Barbara Healy, Partner and Senior Financial Planner at Allworth Financial, about creating personal relationships with clients to build long-term advising partnerships.
Bar...
For many, the pandemic has triggered varying degrees of stress, anxiety and depression. Addressing it in the context of an advisor/client relationship can be uncomfortable. What can you do when emotional health becomes part of the conversation?
In this episode, Laura Gregg and David Partain talk with Dr. Chloe Carmichael, a clinical psychologist whose focus is stress management, relationship issues, self-esteem and coaching. Dr. C...
They 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 Principal at Gen X Wealth Partners, shares his passion for understanding the values, goals and ...
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.
If you can never get enough true crime... Congratulations, you’ve found your people.
It’s a lighthearted nightmare in here, weirdos! Morbid is a true crime, creepy history and all things spooky podcast hosted by an autopsy technician and a hairstylist. Join us for a heavy dose of research with a dash of comedy thrown in for flavor.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.