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

Most advisors recognize that, when it comes to making investment decisions, a clients emotions can derail a plan. Equipping yourself with knowledge on behavioral finance and financial personas could

Is your firm seeking new talent? Are you a student seeking a career in wealth management? Consider introducing yourself to the growing number of Financial Planning directors at universities in your ar

Is this too much to ask? Women just want advisors who recognize their concerns, appreciate theirperspective, and respect their ability to make smart choices. Join Laura Gregg and David Partain as the

Virtual meetings are one of the lasting impacts of Covid. While you may have mastered them when everyone was remote, now its time to master hybrid virtual meetings. Consider these ideas to make them

What makes The Ask so awkward and even counterproductive? FlexShares recently surveyed high-net-worth investors across the country to better understand what drives their decision to allocate assets

Understanding Environmental, Social, Governance (ESG) criteria points and how they relate to investment portfolios is critical for helping your clients navigate ESG issues. In this episode, Laura Greg

In this marketplace, personalized service is what separates a financial advisor from an app. Knowing your niche and your Ideal Client may be the key to a more prosperous and satisfying practice.

As sustainable investing grows in popularity, so do the misconceptions about its framework. In this episode, Laura Gregg and David Partain speak with Kiley Miller, Director of ESG Investment Solutions

Workers and consumers are holding businesses to higher standards. Why wouldnt investors do the same? As awareness of environmental, social and governance issues grows, more people are saying I want