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

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

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

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