Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nik Anani, Director

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

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

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

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

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

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

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

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

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