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

April 29, 2021 29 min
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 … Continue reading Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO® →
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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 … Continue reading Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen ...
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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, … Continue reading Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael →
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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 … Continue reading Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer →
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Build the business of your dreams while serving clients with integrity, creativity, and compassion! In this exciting episode, Laura Gregg and David Partain sit down with Rita Robbins, Founder of Affiliated Advisors. As one of the first women to launch an Super OSJ (Office of Supervisory Jurisdiction) and a consultant who leads more than 85 … Continue reading Ep 47: Growing the Practice of Your Dreams — With Rita Robbins →
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Advisors, how are you collaborating and partnering with your outsourced solutions partners? In this episode Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management. They discuss today’s advisory landscape and take a deeper look into FlexShares’ Race to Scalability study and the power of collaboration between advisors and their external … Continue reading Ep 46: The Race to Scalability — With Paul B...
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In 2019, women in the U.S. controlled more than $10 trillion with expectations of that tripling over the next decade according to McKinsey & Co. Many advisors, however, are missing the mark in building relationships with women. In this episode, Laura Gregg and David Partain welcome Heather Ettinger, Founder and CEO of Luma Wealth – … Continue reading Ep 45: Women and Financial Wellness – With Heather Ettinger →
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The culture of a firm directly impacts it’s bottom line. It affects how employees engage with clients and how your firm is viewed within the community. In this episode, Laura Gregg and David Partain welcome Marie Dzanis, Head of Asset Management, EMEA and Chief Executive Officer of Northern Trust Global Investments. Marie is passionate about … Continue reading Ep 44: The Benefits of Building a Purposeful Firm Culture – With Marie D...
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It’s time for advisors to let go of some deeply held stereotypes about women investors. Investment preferences may have less to do with gender or more with levels of wealth and roles in the household. In this episode, David Partain talks with Co-Host Laura Gregg, AnnMarie Pino Director of Financial Research at Greenwald Research and … Continue reading Ep 43: A New Look At Gender Stereotypes – With AnnMarie Pino and Susan Czochara ...
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Over the last decade, FlexShares has been researching how and where advisors are seeking to better scale and grow their businesses, all while building a better client experience. In this episode, Laura Gregg and David Partain welcome Noreen Beaman, President of Orion Advisors Solutions. Noreen has been a supporter of Flexshares’ Race to Scalability research … Continue reading Ep 42: The Race To Scalability — With Noreen Beaman, Pr...
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Take your practice to the next level by taking small actions that can lead to big changes over time. In this episode, Laura Gregg and David Partain welcome advisor coach and author, Matt Anderson. Over the last 20 years, Matt has helped thousands of financial advisors power their practices by implementing a series of tiny … Continue reading Ep 41: Improve Your Business in 2021 through Tiny Habits — With Matt Anderson →
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What are the secrets to building a diverse, high-functioning team?  To find out, Laura Gregg and David Partain welcome back Fran Skinner to The Flexible Advisor.  As a Co-Founder of AUM Partners, a leadership and talent assessment consulting firm for the financial services industry, Fran explains why moving away from old systems can help you … Continue reading Ep 40: How to Build High-Functioning Advisory Teams – With Fran Skinner ...
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As an advisor, your work with clients often goes well beyond their financial portfolio – especially when their story changes.   In this episode, Laura Gregg and David Partain talk with Ambient Financial Advisors’ Christopher D. Hill, CFP®, CGRS. Christopher discusses why his firm decided to rebrand and focus specifically on helping clients manage through transition … Continue reading Ep 39: Serving Clients When Their Story Changes ...
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Studies have shown that diversity of thought can lead to positive business results. Finding that type of diversity may, however, require new recruitment strategies. In this episode, Abdur Nimeri, PhD. joins Laura Gregg and David Partain to discuss why, how and where to look for diverse thought leaders for advisory teams. As the head of … Continue reading Ep 38: Seeking Diversity of Thought in Advisory Teams — With Abdur Nimeri, PhD...
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It’s no secret that the financial industry lacks diversity.  But how do we move the needle? In this episode, Laurie Barry, Senior Vice President at UBS and principal of The Barry Wealth Consulting Group joins Laura Gregg and David Partain to explore how we can start making real progress towards more gender diversity. Laurie shares … Continue reading Ep 37: It’s A Fit! Women and Advisory — With Laurie Barry →
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Many people feel nervous or uncomfortable when talking about money. Negotiating a raise or letting clients know about an increase in fees can be even more intimidating, even for financial professionals.  In this episode, discover how advisors and clients alike can break their money silence with money-taboo shattering tips from wealth psychology expert Kathleen Burns … Continue reading Ep 36: Break Your Money Silence — With Kathlee...
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Most operations leaders are alone at their advisory firm. But you don’t have to be alone in your career. Whether you’re an operations professional, an advisor or even a compliance officer at a small or large firm, there are opportunities to find your tribe through a study group.  In this episode, Laura Gregg and David … Continue reading Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski →
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How we think, act and work has been overhauled in 2020. This has meant major shifts for news and media professionals that advisors rely on for the latest advice news and in how they engage and meet their peers at industry events. Are these media professionals hitting the mark and what do they see ahead? … Continue reading Ep 34: Breaking Through The Noise — with Christine Shaw →
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During uncertain times, it’s critical that advisors remind and reinforce the value that they are providing to their clients. In this episode, Laura Gregg welcomes Corey Hoffstein, Founder and Chief Investment Officer at Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds to advisor firms and institutional investors. … Continue reading Ep 33: Lessons Learned from the Pande...
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How can advisors take behavioral finance from theory to practice and address not only client biases but perhaps some of their own biases as well? Listen to this episode, as Laura Gregg and David Partain talk with Stringer Asset Management’s Jonathan Bernstein.  Jonathan has a passion for identifying and understanding the behavioral financial issues that … Continue reading Ep 32: Taking Behavioral Finance From Theory to Practice — W...
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