The Flexible Advisor

The Flexible Advisor

Latest Episodes

Why Now is the Right Time to Hire — With Fran Skinner
July 09, 2020

While COVID-19 has sidelined hiring plans for many firms, many leaders are using this time to find top talent. Explore today’s hiring trends as Laura Gregg and David Partain welcome Fran Skinner to the podcast. As the co-founder of AUM Partners,

A New Way To Reach and Retain Clients in the Digital Age: Podcasting — With Matt Halloran
June 24, 2020

As the world becomes increasingly technology- and convenience-based, podcasting has risen as a new medium to showcase your voice and connect with your ideal audience. For advisors, podcasting has become a great way to build relationships with ideal and...

Leadership and Diversity –– With Shundrawn Thomas
June 17, 2020

There are specific actions that leaders must take if they’re serious about driving diversity, equity, and inclusion in their organization. Shundrawn Thomas, President of Northern Trust Asset Management recently spoke with Laura Gregg and David Partain ...

Connecting Investors to Advisors of Color — With Dana Wilson
June 16, 2020

 Investors prefer to work with financial professionals who they feel will understand them, according to a recent FlexShares study on diversity.  How can we draw more people of color into the financial industry?

Partnering with Community Foundations to Strengthen Client Relationships In Uncertain Times — With Elena Pullen-Venema
June 12, 2020

Charitable giving is on the minds of many people, now more than ever. In this episode, Laura Gregg and David Partain are joined by Elena Pullen-Venema, the Director of Gift Planning at the Community Foundation of Snohomish County (Greater Seattle Area)...

Strategies for Advancing Racial Equity and Diversity – With Connie Lindsey
June 12, 2020

The worldwide protests calling for racial justice and equity have been a wake-up call for us all and the lack of diversity in the wealth management space has been noted for years. In this episode, Laura Gregg and David Partain are joined by Connie Lind...

Coaching Clients In Volatile Times –– With Morningstar’s Dr. Sarah Newcomb
June 02, 2020

How should you advise clients who are going into a fight, flight, or freeze response to the market volatility? In this episode, Laura Gregg and David Partain are joined by Dr. Sarah Newcomb, director of behavioral science at Morningstar.

Is the Video Call Here to Stay? Adapting As We Return to the Office — with Bev Flaxington
June 02, 2020

The pandemic has altered our work style and the way we communicate. Many have come to rely on video conferencing and other digital tools to keep in touch. But what happens as we begin to migrate back to the office?

Serving Medical Professionals During COVID-19 –– With Lauren Oschman
May 15, 2020

Doctors are experiencing financial uncertainty right now just like everyone else, despite their increased workload on the frontlines. In this episode, Laura Gregg and David Partain are joined by Lauren Oschman of Vestia Personal Wealth Advisors.

How to Manage Your PR Presence and Client Communications in Times of Crisis –– With Mark LaVoie
May 12, 2020

Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now?  In this episode, Laura Gregg and David Partain are joined by Mark LaVoie,