The Flexible Advisor

The Flexible Advisor

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.

Episodes

May 20, 2022 39 min

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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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 ...

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To have a beginning, we must also have an ending. Sometimes the ending is our choice, and sometimes it is thrust upon us.  Elisa Spain is an Executive Life Coach and the creator of the You Pivot™ Program. She helps senior-level executives plan and create the next version of themselves whether in a new career … Continue reading Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain →
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Life decisions made with urgency, short timeframes, and pressure will shape the next chapter of someone’s life. How can advisors help clients navigate thoughtfully through life’s changes? In this episode, Laura Gregg and David Partain talk about the impact that life transitions can have on financial plans. Susan Bradley CFP® CeFT®, Founder of Sudden Money … Continue reading Ep 65: The Power of Transition Planning — With Ross Marin...
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Our world has changed dramatically over the past 18 months. The wealth management industry is no different. In this episode, Laura Gregg and David Partain talk with Mark Bruno, Managing Director of Wealth Management at Informa Connect. Mark talks about his new role in expanding and growing WealthManagement.com, Inside ETFs and Inside WealthStack. He also … Continue reading Ep 64: Trends Shaping Wealth Management Today – With Mark B...
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Many women experience major life transitions like divorce or widowhood. As an advisor, you can be a key support pillar for your clients by educating and empowering them to make informed financial decisions, even during difficult times. In this episode, Stacy Francis, President and CEO of Francis Financial and Founder of Savvy Ladies, joins Laura … Continue reading Ep 63: Empowering Women Through Difficult Transitions — With Stacy ...
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While firms may be successful in hiring younger employees, they often struggle to keep them. In this episode, Laura Gregg and David Partain talk about successful retention strategies with Yonhee Gordon, a Principal of JMG Financial Group and the RIA’s Chief Operating Officer and Chief Marketing Officer. They discuss how a methodical hiring process and … Continue reading Ep 62: Developing and Retaining Next Gen Talent — With Yonhee ...
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Building a Diversity, Equity and Inclusion program (DEI), can be a daunting task. Leaders understand that it’s so much more than just hiring people that look different from one another. In this episode, Laura Gregg and David Partain welcome D.A. Abrams, Managing Director at the CFP Board’s Center for Financial Planning. He identifies four key … Continue reading Ep 61: Four Pillars of DE&I from the CFP Board’s Center for Financi...
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Savvy Ladies strives to empower women by providing free financial literacy education to all women, regardless of age or income level. The nonprofit has helped more than 20,000 women of varied-backgrounds through their volunteer network of financial planners that answer key questions during times of transition which has helped put women on the path to … Continue reading Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – W...
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Diversity isn’t the end game in DE&I. To create powerful outcomes, leaders need to understand how to create Equity and Inclusion within their firms, which takes strategy, commitment and accountability.   In this episode, Laura Gregg and David Partain welcome back Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity, Equity, and Inclusion for Northern … Continue reading Ep 59: DE&I as a Strategic Impe...
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Consumers want to work with advisors like them!  That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult.  Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, … Continue reading Ep 58: Disrupting With Purpose — With Dana Wilson →
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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 … Continue reading Ep 57: Guiding Women Through Divorce – With Steph Wagner →
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