While divorce rates have decreased over the last 20 years according to the U.S. Census Bureau, the rates of divorce among baby boomers are increasing. Because family wealth tends to be much higher at

Assess before you make a mess, is what Kemy Joseph, CEO and DEI Strategist at F.E.A.R.S. Advantage tells Laura Gregg and David Partain in this episode of The Flexible Advisor. Kemy talks about the s

Whats most important when choosing a financial planner? Does race and gender outweigh other characteristics like age, years of experience or levels of trust? Dr. Miranda Reiter, CFP, from Texas Tec

How do conversations with your prospects start? Is it about their needs or about your firm? Samuel Deane, CEO of Deane Financial Partners, talks about his experience as an immigrant seeking the American dream and why taking a traditional wealth managem...

FlexShares research continues to confirm that high-net-worth clients prefer advisors with a similar culture and gender and whom they feel will understand their unique needs. In this episode, Laura Gregg and David Partain speak about the growing importa...

As vaccinations ramp up and offices are re-open, many firms are facing a dilemma: Bring the entire staff back, create a hybrid team model or go fully virtual? In this fourth episode of our Advisor We

Is work getting the best of you? Do you wish you had more control over your life and time? In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer.

The Financial Planning Association (FPA) is taking action to drive change in our industry through both its NexGen and Pride Planners programs. In this episode, Laura Gregg and David Partain speak wit

Advisors are stressed, and female advisors report the higher levels of stress. But is that necessarily bad? This is the second in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your healt...

As an advisor, you work hard to lessen your clients financial stress. But, how can you reduce and manage your own stress to prevent burnout? This is the first in a series of episodes focused on Advi