The Flexible Advisor
Latest Episodes
Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
The emerging generation of adults particularlyfamily business owners are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith NikAnani, D
Ep 103: Meet Your New Intern: Generative AI – With John Prendergast
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) o
Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
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
Ep 101: Why Succession Planning Is Essential – With Linda Willis
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 bus
Ep 100: What Have We Done?!
As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcasts genesis, evolving scope, and most impactf
Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
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
Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
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 P
Ep 97: The Art of the Nudge – With Patrick Fagan
We know that internal biases form specific client personas which, in turn, shape a persons approach to making financial decisions. Financial professionals can use those biases as a nudge rather tha
Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George
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 i
Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue
Why pay a financial advisor for services available on a host of digital platforms? Todays clients expect more from a paid financial professional than a diversified investment portfolio. They appreci