The Flexible Advisor

The Flexible Advisor


Ep 6 Rethink How to Win Executives – Part 3 of 3

April 16, 2020

Are your assumptions about high-net-worth (HNW) male and female primary breadwinners hurting your bottom line? In this final episode of the mini-series, Laura Gregg and David Partain of FlexShares Exchange Traded Funds bust advisors’ gender assumptions about executive investors. Together, they urge advisors to reconsider the assumptions that they may be making about their executive … Continue reading Ep 6 Rethink How to Win Executives – Part 3 of 3 →