Build the business of your dreams while serving clients with integrity, creativity, and compassion! In this exciting episode, Laura Gregg and David Partain sit down with Rita Robbins, Founder of Affiliated Advisors.

Advisors, how are you collaborating and partnering with your outsourced solutions partners? In this episode Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management. They discuss today’s advisory landscape and take a dee...

In 2019, women in the U.S. controlled more than $10 trillion with expectations of that tripling over the next decade according to McKinsey & Co. Many advisors, however, are missing the mark in building relationships with women. In this episode,

The culture of a firm directly impacts its bottom line. It affects how employees engage with clients and how your firm is viewed within the community. In this episode, Laura Gregg and David Partain w

Its time for advisors to let go of some deeply held stereotypes about women investors. Investment preferences may have less to do with gender or more with levels of wealth and roles in the household.

Over the last decade, FlexShares has been researching how and where advisors are seeking to better scale and grow their businesses, all while building a better client experience. In this episode, Laura Gregg and David Partain welcome Noreen Beaman,

Take your practice to the next level by taking small actions that can lead to big changes over time. In this episode, Laura Gregg and David Partain welcome advisor coach and author, Matt Anderson. Over the last 20 years,

What are the secrets to building a diverse, high-functioning team?  To find out, Laura Gregg and David Partain welcome back Fran Skinner to The Flexible Advisor.  As a Co-Founder of AUM Partners, a leadership and talent assessment consulting firm for t...

As an advisor, your work with clients often goes well beyond their financial portfolio – especially when their story changes.   In this episode, Laura Gregg and David Partain talk with Ambient Financial Advisors’ Christopher D. Hill, CFP®, CGRS.

As an advisor, your work with clients often goes well beyond their financial portfolio – especially when their story changes.   In this episode, Laura Gregg and David Partain talk with Ambient Financial Advisors’ Christopher D. Hill, CFP®, CGRS.