The Flexible Advisor
Latest Episodes
Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth
Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain spea
EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow
Its not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the
Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon
Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding. In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at K
Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch
Its True: GRIT can be a game-changer. In this episode, Austin Hatch a motivational speaker, athlete, and remarkable survivorshares his inspiring journey and lessons that can help others respond t
Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg
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 Bloo
Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion
Are you familiar with the SECs 206(4) proposal? Will you be compliant? In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the inten
Ep 87: Take Your Passion To Work Today with Regina Huber
How can your favorite pastime running, cooking, travel whatever boost your performance, increase job satisfaction, build a stronger team culture? In this episode, Laura Gregg and David Partain s
Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin
Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably vetting you (among others) to determine whether to
Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD
What are your clients not telling you? What could you do differently to earn greater trust? In this episode, Laura Gregg talks with Barnaby Riedel, one of the architects of FlexShares behavioral stu
Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection
Provide good numbers and exceptional service and youll have a satisfied client. Create a personal connection, and you may be surprised at the results. In this episode, Laura Gregg and David Partain