What has changed in the advisor landscape? What are advisors doing differently?

In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-running study and discusses highlights from its findings and what it means for advisors.

Michelle discusses: 

• The genesis and focus of Bloomberg research on advisory issues
• Soft skills as a differentiator
• Why diversity is increasingly important
• The necessity – and challenge – of work/life balance 
• And more

Resources: 

• Bloomberg Media, The Financial Advisor Study 
• The New Rules of Growing Wallet Share (FlexShares Research)
• The Race to Scalability (FlexShares Research)
• FlexShares Exchange Traded Funds 

Connect With Michelle Lynn:

• Bloomberg Media Organization 
• Michelle Lynn’s LinkedIn

Connect With Laura Gregg: 

• Email
• Laura Gregg’s Linkedin
  

Connect With David Partain: 

• Email
• David Partain’s Linkedin

About Our Guest:

Michelle Lynn is the Global Head of Data Science and Insights at Bloomberg. She is responsible for all the data research and planning teams globally and provides insights and intelligence to drive solutions for clients.