The Flexible Advisor
Latest Episodes
Ep 75: ESG Investing: “This is where people are” – With Jon Hale, Morningstar
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
Ep 74: What Makes a Healthy Workplace? – With Amy Dittman
A supportive work environment can improve performance, job satisfaction, and even client experience. Sometimes a little thing a better desk set-up, stepping away from the screen, or a confidential
Ep 73: Use ESG as a GPS Tool, Not a Moral Compass — With Jeff Gitterman
Why is Environmental, Social and Governance (ESG) Investing moving from marginal to mainstream? Aligning investments with values is just the beginning. In this episode, Laura Gregg and David Partain
Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke
Trying to accommodate a wide range of client needs may actually limit your practices growth, your effectiveness, and your satisfaction. Targeting a niche that fits your specific experience and expert
Ep 71: Are Your Clients “Really” Fine? With Julie Littlechild
The right questions elevate good service to actual engagement. They build trust, confirm your credibility and, most important, provide valuable information you wont capture on a client questionnaire.
Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer
Wow. That digital platform sure looks good. Sleek and sophisticated. Smart and fast. So intuitive, it anticipates your every need some you didnt even know you have. But will it help to enhance th
Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy
Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection. What makes them stay? A satisfying personal conne
Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael
For many, the pandemic has triggered varying degrees of stress, anxiety and depression. Addressing it in the context of an advisor/client relationship can be uncomfortable. What can you do when emotio
Ep 67: GenX. They Need You. Now. – With Michael Labos
They are misunderstood, neglected and in a precarious situation. Why are so many financial planners not actively engaging with Gen X? In this episode, Laura Gregg and David Partain talk with a champi
Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain
To have a beginning, we must also have an ending. Sometimes the ending is our choice, and sometimes it is thrust upon us. Elisa Spain is an Executive Life Coach and the creator of the You Pivot Prog