Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

Ep 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 …

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Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.

Ep 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 …

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Ep 101:  Why Succession Planning Is Essential – With Linda Willis

Ep 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, …

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Ep 100:  What Have We Done?!

Ep 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  …

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Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig

Ep 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 …

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Ep 97: The Art of the Nudge – With Patrick Fagan

Ep 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 …

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Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

Ep 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 …

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Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

Ep 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 …

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Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina

Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina

The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations.  In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David Partain about this demographic, and why …

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