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

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

Life decisions made with urgency, short timeframes, and pressure will shape the next chapter of someones life. How can advisors help clients navigate thoughtfully through lifes changes? In this epis

Our world has changed dramatically over the past 18 months. The wealth management industry is no different. In this episode, Laura Gregg and David Partain talk with Mark Bruno, Managing Director of We

Many women experience major life transitions like divorce or widowhood. As an advisor, you can be a key support pillar for your clients by educating and empowering them to make informed financial deci

While firms may be successful in hiring younger employees, they often struggle to keep them. In this episode, Laura Gregg and David Partain talk about successful retention strategies with Yonhee Gordo

Building a Diversity, Equity and Inclusion program (DEI), can be a daunting task. Leaders understand that its so much more than just hiring people that look different from one another. In this episod

Savvy Ladies strives to empower women by providing free financial literacy education to all women, regardless of age or income level. The nonprofit has helped more than 20,000 women of varied-backgrou

Diversity isnt the end game in DE&I. To create powerful outcomes, leaders need to understand how to create Equity and Inclusion within their firms, which takes strategy, commitment and accountability

Consumers want to work with advisors like them! Thats according to FlexShares most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advi