Shows
Advisors – The Flexible AdvisorGenerative AI in Finance – With Darren Tedesco (Ep. 107)
How can financial advisors embrace generative AI?
Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. However, data quality and compliance are significant concerns. Darren highlights AI’s current use in client communication and process automation, and its capacity to aid in making decisions that involve processing large amounts of data.
Darren discusses:
Overview of Adv...2024-08-1939 minCOVID – 19 – The Flexible AdvisorGenerative AI in Finance – With Darren Tedesco (Ep. 107)
How can financial advisors embrace generative AI?
Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. However, data quality and compliance are significant concerns. Darren highlights AI’s current use in client communication and process automation, and its capacity to aid in making decisions that involve processing large amounts of data.
Darren discusses:
Overview of Adv...2024-08-1939 minPractice Management – The Flexible AdvisorGenerative AI in Finance – With Darren Tedesco (Ep. 107)
How can financial advisors embrace generative AI?
Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. However, data quality and compliance are significant concerns. Darren highlights AI’s current use in client communication and process automation, and its capacity to aid in making decisions that involve processing large amounts of data.
Darren discusses:
Overview of Adv...2024-08-1939 minFinancial Advisors – The Flexible AdvisorGenerative AI in Finance – With Darren Tedesco (Ep. 107)
How can financial advisors embrace generative AI?
Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. However, data quality and compliance are significant concerns. Darren highlights AI’s current use in client communication and process automation, and its capacity to aid in making decisions that involve processing large amounts of data.
Darren discusses:
Overview of Adv...2024-08-1939 minBusiness Planning – The Flexible AdvisorGenerative AI in Finance – With Darren Tedesco (Ep. 107)
How can financial advisors embrace generative AI?
Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. However, data quality and compliance are significant concerns. Darren highlights AI’s current use in client communication and process automation, and its capacity to aid in making decisions that involve processing large amounts of data.
Darren discusses:
Overview of Adv...2024-08-1939 minFinancial Advisor – The Flexible AdvisorGenerative AI in Finance – With Darren Tedesco (Ep. 107)
How can financial advisors embrace generative AI?
Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. However, data quality and compliance are significant concerns. Darren highlights AI’s current use in client communication and process automation, and its capacity to aid in making decisions that involve processing large amounts of data.
Darren discusses:
Overview of Adv...2024-08-1939 minBusiness Planning – The Flexible AdvisorHealthcare And Financial Planning – With Christine Simone (Ep. 106)
Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal.
In this episode, Laura Gregg and David Partain talk with Christine Simone, CEO of Caribou Wealth, about the challenge of integrating healthcare costs into a holistic financial plan as well as new resources and support available to advisors.
Christine discusses:
The growing need to integrate healthcare into the planning process
Optimizing key...2024-06-2729 minFinancial Advisor – The Flexible AdvisorHealthcare And Financial Planning – With Christine Simone (Ep. 106)
Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal.
In this episode, Laura Gregg and David Partain talk with Christine Simone, CEO of Caribou Wealth, about the challenge of integrating healthcare costs into a holistic financial plan as well as new resources and support available to advisors.
Christine discusses:
The growing need to integrate healthcare into the planning process
Optimizing key...2024-06-2729 minFinancial Advisors – The Flexible AdvisorHealthcare And Financial Planning – With Christine Simone (Ep. 106)
Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal.
In this episode, Laura Gregg and David Partain talk with Christine Simone, CEO of Caribou Wealth, about the challenge of integrating healthcare costs into a holistic financial plan as well as new resources and support available to advisors.
Christine discusses:
The growing need to integrate healthcare into the planning process
Optimizing key...2024-06-2729 minAdvisors – The Flexible AdvisorHealthcare And Financial Planning – With Christine Simone (Ep. 106)
Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal.
In this episode, Laura Gregg and David Partain talk with Christine Simone, CEO of Caribou Wealth, about the challenge of integrating healthcare costs into a holistic financial plan as well as new resources and support available to advisors.
Christine discusses:
The growing need to integrate healthcare into the planning process
Optimizing key...2024-06-2729 minPractice Management – The Flexible AdvisorHealthcare And Financial Planning – With Christine Simone (Ep. 106)
Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal.
In this episode, Laura Gregg and David Partain talk with Christine Simone, CEO of Caribou Wealth, about the challenge of integrating healthcare costs into a holistic financial plan as well as new resources and support available to advisors.
Christine discusses:
The growing need to integrate healthcare into the planning process
Optimizing key...2024-06-2729 minCOVID – 19 – The Flexible AdvisorHealthcare And Financial Planning – With Christine Simone (Ep. 106)
Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal.
In this episode, Laura Gregg and David Partain talk with Christine Simone, CEO of Caribou Wealth, about the challenge of integrating healthcare costs into a holistic financial plan as well as new resources and support available to advisors.
Christine discusses:
The growing need to integrate healthcare into the planning process
Optimizing key...2024-06-2729 minCOVID – 19 – The Flexible AdvisorTrust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objectives of a new, Rising Generation.
Nikè discusses:
Incorporating the values and the aspirations of both the grantor and the recipients in wealth transfer planning
How you can help to empower Rising Generation clients
The benefits of facilitating open, cross-generational comm...2024-05-0326 minPractice Management – The Flexible AdvisorTrust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objectives of a new, Rising Generation.
Nikè discusses:
Incorporating the values and the aspirations of both the grantor and the recipients in wealth transfer planning
How you can help to empower Rising Generation clients
The benefits of facilitating open, cross-generational comm...2024-05-0326 minAdvisors – The Flexible AdvisorTrust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objectives of a new, Rising Generation.
Nikè discusses:
Incorporating the values and the aspirations of both the grantor and the recipients in wealth transfer planning
How you can help to empower Rising Generation clients
The benefits of facilitating open, cross-generational comm...2024-05-0326 minFinancial Advisors – The Flexible AdvisorTrust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objectives of a new, Rising Generation.
Nikè discusses:
Incorporating the values and the aspirations of both the grantor and the recipients in wealth transfer planning
How you can help to empower Rising Generation clients
The benefits of facilitating open, cross-generational comm...2024-05-0326 minBusiness Planning – The Flexible AdvisorTrust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objectives of a new, Rising Generation.
Nikè discusses:
Incorporating the values and the aspirations of both the grantor and the recipients in wealth transfer planning
How you can help to empower Rising Generation clients
The benefits of facilitating open, cross-generational comm...2024-05-0326 minFinancial Advisor – The Flexible AdvisorTrust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objectives of a new, Rising Generation.
Nikè discusses:
Incorporating the values and the aspirations of both the grantor and the recipients in wealth transfer planning
How you can help to empower Rising Generation clients
The benefits of facilitating open, cross-generational comm...2024-05-0326 minPractice Management – The Flexible AdvisorHelping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
The emerging generation of adults — particularly family business owners — are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Basedon personal experience running her own enterprising family office and finding her joy andpurpose in consulting with rising gen people like herself. Nike identifies strategies you can useto help empower these clients for ownership and leadership roles. See how targetedcommunication can uncover key generational differences, deepen trust, and retain and growassets....2024-04-0935 minFinancial Advisor – The Flexible AdvisorHelping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
The emerging generation of adults — particularly family business owners — are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Basedon personal experience running her own enterprising family office and finding her joy andpurpose in consulting with rising gen people like herself. Nike identifies strategies you can useto help empower these clients for ownership and leadership roles. See how targetedcommunication can uncover key generational differences, deepen trust, and retain and growassets....2024-04-0935 minBusiness Planning – The Flexible AdvisorHelping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
The emerging generation of adults — particularly family business owners — are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Basedon personal experience running her own enterprising family office and finding her joy andpurpose in consulting with rising gen people like herself. Nike identifies strategies you can useto help empower these clients for ownership and leadership roles. See how targetedcommunication can uncover key generational differences, deepen trust, and retain and growassets....2024-04-0935 minFinancial Advisors – The Flexible AdvisorHelping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
The emerging generation of adults — particularly family business owners — are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Basedon personal experience running her own enterprising family office and finding her joy andpurpose in consulting with rising gen people like herself. Nike identifies strategies you can useto help empower these clients for ownership and leadership roles. See how targetedcommunication can uncover key generational differences, deepen trust, and retain and growassets....2024-04-0935 minAdvisors – The Flexible AdvisorHelping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
The emerging generation of adults — particularly family business owners — are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Basedon personal experience running her own enterprising family office and finding her joy andpurpose in consulting with rising gen people like herself. Nike identifies strategies you can useto help empower these clients for ownership and leadership roles. See how targetedcommunication can uncover key generational differences, deepen trust, and retain and growassets....2024-04-0935 minCOVID – 19 – The Flexible AdvisorHelping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
The emerging generation of adults — particularly family business owners — are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Basedon personal experience running her own enterprising family office and finding her joy andpurpose in consulting with rising gen people like herself. Nike identifies strategies you can useto help empower these clients for ownership and leadership roles. See how targetedcommunication can uncover key generational differences, deepen trust, and retain and growassets....2024-04-0935 minCOVID – 19 – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
How generative AI could transform your practice.
In this episode, Laura Gregg and David Partain talk with John Prendergast, co-founder and CEO of Blueleaf. John puts the strengths (and shortcomings) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe managed.
John discusses:● What generative AI is, how it evolved, and what it’s capable of● Some concerns and potential risks associated with generative AI in financialservices● Why advisors need to learn about generative AI before using it with clients● A...2024-01-1945 minPractice Management – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
How generative AI could transform your practice.
In this episode, Laura Gregg and David Partain talk with John Prendergast, co-founder and CEO of Blueleaf. John puts the strengths (and shortcomings) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe managed.
John discusses:● What generative AI is, how it evolved, and what it’s capable of● Some concerns and potential risks associated with generative AI in financialservices● Why advisors need to learn about generative AI before using it with clients● A...2024-01-1945 minAdvisors – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
How generative AI could transform your practice.
In this episode, Laura Gregg and David Partain talk with John Prendergast, co-founder and CEO of Blueleaf. John puts the strengths (and shortcomings) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe managed.
John discusses:● What generative AI is, how it evolved, and what it’s capable of● Some concerns and potential risks associated with generative AI in financialservices● Why advisors need to learn about generative AI before using it with clients● A...2024-01-1945 minFinancial Advisors – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
How generative AI could transform your practice.
In this episode, Laura Gregg and David Partain talk with John Prendergast, co-founder and CEO of Blueleaf. John puts the strengths (and shortcomings) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe managed.
John discusses:● What generative AI is, how it evolved, and what it’s capable of● Some concerns and potential risks associated with generative AI in financialservices● Why advisors need to learn about generative AI before using it with clients● A...2024-01-1945 minBusiness Planning – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
How generative AI could transform your practice.
In this episode, Laura Gregg and David Partain talk with John Prendergast, co-founder and CEO of Blueleaf. John puts the strengths (and shortcomings) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe managed.
John discusses:● What generative AI is, how it evolved, and what it’s capable of● Some concerns and potential risks associated with generative AI in financialservices● Why advisors need to learn about generative AI before using it with clients● A...2024-01-1945 minFinancial Advisor – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
How generative AI could transform your practice.
In this episode, Laura Gregg and David Partain talk with John Prendergast, co-founder and CEO of Blueleaf. John puts the strengths (and shortcomings) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe managed.
John discusses:● What generative AI is, how it evolved, and what it’s capable of● Some concerns and potential risks associated with generative AI in financialservices● Why advisors need to learn about generative AI before using it with clients● A...2024-01-1945 minCOVID – 19 – The Flexible AdvisorEp 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a secure retirement. Leaning into core tenets of behavioral investing, Sarah helps to clarify some of the psychological hurdles parents face in this situation and shares practical strategies to help advisors add value to the decision-making process.
Listen in as Dr. Newcomb discusses:
...2024-01-0539 minPractice Management – The Flexible AdvisorEp 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a secure retirement. Leaning into core tenets of behavioral investing, Sarah helps to clarify some of the psychological hurdles parents face in this situation and shares practical strategies to help advisors add value to the decision-making process.
Listen in as Dr. Newcomb discusses:
...2024-01-0539 minAdvisors – The Flexible AdvisorEp 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a secure retirement. Leaning into core tenets of behavioral investing, Sarah helps to clarify some of the psychological hurdles parents face in this situation and shares practical strategies to help advisors add value to the decision-making process.
Listen in as Dr. Newcomb discusses:
...2024-01-0539 minFinancial Advisors – The Flexible AdvisorEp 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a secure retirement. Leaning into core tenets of behavioral investing, Sarah helps to clarify some of the psychological hurdles parents face in this situation and shares practical strategies to help advisors add value to the decision-making process.
Listen in as Dr. Newcomb discusses:
...2024-01-0539 minBusiness Planning – The Flexible AdvisorEp 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a secure retirement. Leaning into core tenets of behavioral investing, Sarah helps to clarify some of the psychological hurdles parents face in this situation and shares practical strategies to help advisors add value to the decision-making process.
Listen in as Dr. Newcomb discusses:
...2024-01-0539 minFinancial Advisor – The Flexible AdvisorEp 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a secure retirement. Leaning into core tenets of behavioral investing, Sarah helps to clarify some of the psychological hurdles parents face in this situation and shares practical strategies to help advisors add value to the decision-making process.
Listen in as Dr. Newcomb discusses:
...2024-01-0539 minAdvisors – The Flexible AdvisorEp 101: Why Succession Planning Is Essential – With Linda Willis
Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages.
In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Management Advisors Consulting (CMA) about the importance of succession planning and how to start the process. Linda discusses key considerations, timeframes and the price of procrastination.
Linda discusses:
Why many advisors avoid actively creating t...2023-12-0822 minPractice Management – The Flexible AdvisorEp 101: Why Succession Planning Is Essential – With Linda Willis
Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages.
In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Management Advisors Consulting (CMA) about the importance of succession planning and how to start the process. Linda discusses key considerations, timeframes and the price of procrastination.
Linda discusses:
Why many advisors avoid actively creating t...2023-12-0822 minCOVID – 19 – The Flexible AdvisorEp 101: Why Succession Planning Is Essential – With Linda Willis
Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages.
In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Management Advisors Consulting (CMA) about the importance of succession planning and how to start the process. Linda discusses key considerations, timeframes and the price of procrastination.
Linda discusses:
Why many advisors avoid actively creating t...2023-12-0822 minFinancial Advisors – The Flexible AdvisorEp 101: Why Succession Planning Is Essential – With Linda Willis
Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages.
In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Management Advisors Consulting (CMA) about the importance of succession planning and how to start the process. Linda discusses key considerations, timeframes and the price of procrastination.
Linda discusses:
Why many advisors avoid actively creating t...2023-12-0822 minBusiness Planning – The Flexible AdvisorEp 101: Why Succession Planning Is Essential – With Linda Willis
Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages.
In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Management Advisors Consulting (CMA) about the importance of succession planning and how to start the process. Linda discusses key considerations, timeframes and the price of procrastination.
Linda discusses:
Why many advisors avoid actively creating t...2023-12-0822 minFinancial Advisor – The Flexible AdvisorEp 101: Why Succession Planning Is Essential – With Linda Willis
Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages.
In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Management Advisors Consulting (CMA) about the importance of succession planning and how to start the process. Linda discusses key considerations, timeframes and the price of procrastination.
Linda discusses:
Why many advisors avoid actively creating t...2023-12-0822 minFinancial Advisor – The Flexible AdvisorEp 100: What Have We Done?!
As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics.
Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and planners
In this episode, Laura, David, and Matt discuss:
How The Flexible Advisor has come to be one of the top podcasts in the financial services industry.
How COVID became an unlikely catalyst for the platform’s development
Notable guests...2023-10-2728 minBusiness Planning – The Flexible AdvisorEp 100: What Have We Done?!
As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics.
Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and planners
In this episode, Laura, David, and Matt discuss:
How The Flexible Advisor has come to be one of the top podcasts in the financial services industry.
How COVID became an unlikely catalyst for the platform’s development
Notable guests...2023-10-2728 minFinancial Advisors – The Flexible AdvisorEp 100: What Have We Done?!
As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics.
Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and planners
In this episode, Laura, David, and Matt discuss:
How The Flexible Advisor has come to be one of the top podcasts in the financial services industry.
How COVID became an unlikely catalyst for the platform’s development
Notable guests...2023-10-2728 minAdvisors – The Flexible AdvisorEp 100: What Have We Done?!
As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics.
Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and planners
In this episode, Laura, David, and Matt discuss:
How The Flexible Advisor has come to be one of the top podcasts in the financial services industry.
How COVID became an unlikely catalyst for the platform’s development
Notable guests...2023-10-2728 minPractice Management – The Flexible AdvisorEp 100: What Have We Done?!
As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics.
Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and planners
In this episode, Laura, David, and Matt discuss:
How The Flexible Advisor has come to be one of the top podcasts in the financial services industry.
How COVID became an unlikely catalyst for the platform’s development
Notable guests...2023-10-2728 minCOVID – 19 – The Flexible AdvisorEp 100: What Have We Done?!
As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics.
Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and planners
In this episode, Laura, David, and Matt discuss:
How The Flexible Advisor has come to be one of the top podcasts in the financial services industry.
How COVID became an unlikely catalyst for the platform’s development
Notable guests...2023-10-2728 minCOVID – 19 – The Flexible AdvisorEp 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans.
In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solutions Group at Northern Trust Asset Management to discuss how Secure Act 2.0 stands to benefit individuals as well as small plan sponsors and administrators.
Lee discusses:
Five key provisions addressing issues such as accessibility, portability, and penalty relief for emergency expenses.
How Secure Act...2023-09-2226 minPractice Management – The Flexible AdvisorEp 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans.
In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solutions Group at Northern Trust Asset Management to discuss how Secure Act 2.0 stands to benefit individuals as well as small plan sponsors and administrators.
Lee discusses:
Five key provisions addressing issues such as accessibility, portability, and penalty relief for emergency expenses.
How Secure Act...2023-09-2226 minFinancial Advisors – The Flexible AdvisorEp 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans.
In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solutions Group at Northern Trust Asset Management to discuss how Secure Act 2.0 stands to benefit individuals as well as small plan sponsors and administrators.
Lee discusses:
Five key provisions addressing issues such as accessibility, portability, and penalty relief for emergency expenses.
How Secure Act...2023-09-2226 minFinancial Advisor – The Flexible AdvisorEp 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans.
In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solutions Group at Northern Trust Asset Management to discuss how Secure Act 2.0 stands to benefit individuals as well as small plan sponsors and administrators.
Lee discusses:
Five key provisions addressing issues such as accessibility, portability, and penalty relief for emergency expenses.
How Secure Act...2023-09-2226 minAdvisors – The Flexible AdvisorEp 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans.
In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solutions Group at Northern Trust Asset Management to discuss how Secure Act 2.0 stands to benefit individuals as well as small plan sponsors and administrators.
Lee discusses:
Five key provisions addressing issues such as accessibility, portability, and penalty relief for emergency expenses.
How Secure Act...2023-09-2226 minBusiness Planning – The Flexible AdvisorEp 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans.
In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solutions Group at Northern Trust Asset Management to discuss how Secure Act 2.0 stands to benefit individuals as well as small plan sponsors and administrators.
Lee discusses:
Five key provisions addressing issues such as accessibility, portability, and penalty relief for emergency expenses.
How Secure Act...2023-09-2226 minFinancial Advisor – The Flexible AdvisorEp 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice.
In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and what you can provide.
Susan discusses:
The value of establishing a market niche in today’s environment
How personal and corporate branding can work in tandem
Using your personal interests to connect with your ideal clients
Why taking stock of...2023-09-0130 minBusiness Planning – The Flexible AdvisorEp 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice.
In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and what you can provide.
Susan discusses:
The value of establishing a market niche in today’s environment
How personal and corporate branding can work in tandem
Using your personal interests to connect with your ideal clients
Why taking stock of...2023-09-0130 minFinancial Advisors – The Flexible AdvisorEp 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice.
In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and what you can provide.
Susan discusses:
The value of establishing a market niche in today’s environment
How personal and corporate branding can work in tandem
Using your personal interests to connect with your ideal clients
Why taking stock of...2023-09-0130 minPractice Management – The Flexible AdvisorEp 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice.
In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and what you can provide.
Susan discusses:
The value of establishing a market niche in today’s environment
How personal and corporate branding can work in tandem
Using your personal interests to connect with your ideal clients
Why taking stock of...2023-09-0130 minAdvisors – The Flexible AdvisorEp 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice.
In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and what you can provide.
Susan discusses:
The value of establishing a market niche in today’s environment
How personal and corporate branding can work in tandem
Using your personal interests to connect with your ideal clients
Why taking stock of...2023-09-0130 minCOVID – 19 – The Flexible AdvisorEp 97: The Art of the Nudge – With Patrick Fagan
We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships.
In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at Capuchin Behavioral Science, about using clients’ underlying biases to your advantage.
Patrick discusses:
How and why we all use cognitive shortcuts
How to use those shortcuts as a “nudge” to build trust
Helping clients accept advice that may seem contradictory...2023-08-0436 minPractice Management – The Flexible AdvisorEp 97: The Art of the Nudge – With Patrick Fagan
We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships.
In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at Capuchin Behavioral Science, about using clients’ underlying biases to your advantage.
Patrick discusses:
How and why we all use cognitive shortcuts
How to use those shortcuts as a “nudge” to build trust
Helping clients accept advice that may seem contradictory...2023-08-0436 minAdvisors – The Flexible AdvisorEp 97: The Art of the Nudge – With Patrick Fagan
We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships.
In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at Capuchin Behavioral Science, about using clients’ underlying biases to your advantage.
Patrick discusses:
How and why we all use cognitive shortcuts
How to use those shortcuts as a “nudge” to build trust
Helping clients accept advice that may seem contradictory...2023-08-0436 minFinancial Advisors – The Flexible AdvisorEp 97: The Art of the Nudge – With Patrick Fagan
We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships.
In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at Capuchin Behavioral Science, about using clients’ underlying biases to your advantage.
Patrick discusses:
How and why we all use cognitive shortcuts
How to use those shortcuts as a “nudge” to build trust
Helping clients accept advice that may seem contradictory...2023-08-0436 minBusiness Planning – The Flexible AdvisorEp 97: The Art of the Nudge – With Patrick Fagan
We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships.
In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at Capuchin Behavioral Science, about using clients’ underlying biases to your advantage.
Patrick discusses:
How and why we all use cognitive shortcuts
How to use those shortcuts as a “nudge” to build trust
Helping clients accept advice that may seem contradictory...2023-08-0436 minFinancial Advisor – The Flexible AdvisorEp 97: The Art of the Nudge – With Patrick Fagan
We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships.
In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at Capuchin Behavioral Science, about using clients’ underlying biases to your advantage.
Patrick discusses:
How and why we all use cognitive shortcuts
How to use those shortcuts as a “nudge” to build trust
Helping clients accept advice that may seem contradictory...2023-08-0436 minAdvisors – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...2023-06-2929 minFinancial Advisor – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...2023-06-2929 minBusiness Planning – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...2023-06-2929 minFinancial Advisors – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...2023-06-2929 minPractice Management – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...2023-06-2929 minCOVID – 19 – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...2023-06-2929 minCOVID – 19 – The Flexible AdvisorEp 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue
Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan.
In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advice and Financial Planning at MassMutual, about the trends pushing advisors toward full-service planning models.
Chazz discusses:
What is driving advisors toward financial planning Why a one-and-done advisory approach often falls short The case for creating ongoing financial planning relationships Actionabl...2023-06-1627 min
The Naissance PodcastAn Interview with Laura Gregg, Director of Practice Management and Advisor ResearchWe welcome an advisor marketplace expert to discuss her experiences helping advisors evolve and grow their practices. Laura Gregg (along with co-host David Partain) co-hosts FlexShares' The Flexible Avisor podcast (88 episodes strong) discussing topics ranging from SEC rules to personal branding. We're fortunate to learn about her podcasting skills and perspectives on engaging advisors in 2023 and beyond.2023-01-1718 min
Top Advisor MarketingSpecial Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 3Rethink How to Win Executives: Part 3 — With Laura Gregg and David Partain
Are your assumptions about high-net-worth (HNW) male and female investors hurting your bottom line?
In this final episode our mini-series, Matt Halloran busts advisors’ assumptions about HNW men’s and women’s behaviors with Laura Gregg and David Partain of FlexShares Exchange Traded Funds. Together, they urge advisors to change their approach to working with couples and women and explain how to make this overdue shift.
In this episode, you will learn:
Techniques and considerations for working with couples
Why it’s imp...2019-11-2831 min
Top Advisor MarketingSpecial Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2Rethink How to Win Executives: Part 2 — With Laura Gregg and David Partain
It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women.
In part two of our mini-series, Matt Halloran continues his conversation with Laura Gregg and David Partain of FlexShares Exchange Traded Funds to dig deeper into the remarkable findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of men and women HNW investors that are true departures from gender stereotypes.
In this episode, you will learn:
Surpri...2019-11-2833 min
Top Advisor MarketingSpecial Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 1Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain
Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach.
In this episode, Matt Halloran speaks with Laura Gregg and David Partain of FlexShares Exchange Traded Funds about the remarkable findings from their study, which reveals that HNW earners don’t fit the mold of trad...2019-11-2826 min
Marketing – Top Advisor MarketingSpecial Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 3Rethink How to Win Executives: Part 3 — With Laura Gregg and David Partain Are your assumptions about high-net-worth (HNW) male and female investors hurting your bottom line? In this final episode our mini-series, Matt Halloran busts advisors’ assumptions about HNW men’s and women’s behaviors with Laura Gregg and David Partain of FlexShares Exchange Traded … Continue reading Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 3 →2019-11-2800 minMarketing – Top Advisor MarketingSpecial Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 2Rethink How to Win Executives: Part 2 — With Laura Gregg and David Partain It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women. In part two of our mini-series, Matt Halloran continues his conversation with Laura Gregg and David Partain of FlexShares Exchange Traded Funds … Continue reading Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 2 →2019-11-2800 minMarketing – Top Advisor MarketingSpecial Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 1Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the … Continue reading Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 1 →2019-11-2800 min