In a crowded financial advisory space, how can you stand out? To answer this question, Laura Gregg and David Partain welcome Devin Ekberg, chief learning officer and managing director of content development at Investments & Wealth Institute.

Advisors, have you checked in with your clients recently?  Adam Boyer, Head of Business Development for Emotomy at Northern Trust joins Laura Gregg and David Partain to discuss the importance of advisor-client relationships and what it takes to build c...

While COVID-19 has sidelined hiring plans for many firms, many leaders are using this time to find top talent. Explore today’s hiring trends as Laura Gregg and David Partain welcome Fran Skinner to the podcast. As the co-founder of AUM Partners,

As the world becomes increasingly technology- and convenience-based, podcasting has risen as a new medium to showcase your voice and connect with your ideal audience. For advisors, podcasting has become a great way to build relationships with ideal and...

There are specific actions that leaders must take if they’re serious about driving diversity, equity, and inclusion in their organization. Shundrawn Thomas, President of Northern Trust Asset Management recently spoke with Laura Gregg and David Partain ...

 Investors prefer to work with financial professionals who they feel will understand them, according to a recent FlexShares study on diversity.  How can we draw more people of color into the financial industry?

Charitable giving is on the minds of many people, now more than ever. In this episode, Laura Gregg and David Partain are joined by Elena Pullen-Venema, the Director of Gift Planning at the Community Foundation of Snohomish County (Greater Seattle Area)...

The worldwide protests calling for racial justice and equity have been a wake-up call for us all and the lack of diversity in the wealth management space has been noted for years. In this episode, Laura Gregg and David Partain are joined by Connie Lind...

How should you advise clients who are going into a fight, flight, or freeze response to the market volatility? In this episode, Laura Gregg and David Partain are joined by Dr. Sarah Newcomb, director of behavioral science at Morningstar.

The pandemic has altered our work style and the way we communicate. Many have come to rely on video conferencing and other digital tools to keep in touch. But what happens as we begin to migrate back to the office?