May 2020 – The Flexible Advisor

Ep 18: Serving Medical Professionals During COVID-19 – With Lauren Oschman

By The Flexible Advisor | May 15, 2020

Doctors are experiencing financial uncertainty right now just like everyone else, despite their increased workload on the frontlines.

In this episode, Laura Gregg and David Partain are joined by Lauren Oschman of Vestia Personal Wealth Advisors. Lauren talks about how she is adding value to doctors on the front line of the COVID-19 crisis and helping surgeons as they are sidelined from elective surgeries.

In this episode, you will learn:

What impact COVID-19 has on different types of medical doctors
Compensation issues arising for doctors
The stark difference between the what’s happening in the markets vs. in hospitals
Why over-communication with clients is critial
And more!

Tune in now to learn how doctors are being impacted during COVID-19.

Information from our guest: Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain | Vestia Wealth Advisors

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Ep 17: How to Manage Your PR and Client Communications in Times of Crisis – With Mark LaVoie

By The Flexible Advisor | May 12, 2020

Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now?

In this episode, Laura Gregg and David Partain are joined by Mark LaVoie, vice president at Prosek Partners, to discuss communication strategies for advisors to adopt during the pandemic. Mark shares which conversations to have –– and not have –– with clients right now along with ways to use email, video, and social media to maintain ongoing communication.

In this episode, you will learn:

How to maintain ongoing communication with clients
How to address portfolio-performance questions
Which types of meetings to hold over video calls
Opportunities for advisors to support their community
And more!

Tune in now to learn how to shift your communication methods to better suit your clients’ needs during the COVID-19 outbreak.

FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain | Prosek Partners

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Ep 16: A Healthcare Analyst’s Views on the Progression of Coronavirus – With Erick Noensie

By The Flexible Advisor | May 7, 2020

This podcast conversation was recorded on April 29 and the data and material cited were as of that time.

Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose. FlexShares is working hard to deliver a variety of resources for advisors under the banner of Stronger Every Day including 15-minute bite-size podcasts to give you some quick ideas around helping clients – and your business through this uncertain time. In this episode, Laura and David talk about the importance of proactive communication.

In this episode, Laura speaks with Erick Noensie, a Senior Healthcare Analyst from Northern Trust about the progression of Coronavirus. Erick provides interesting information:

A comparison of Coronavirus to other health outbreaks in the past
He provides an estimated requirements and potential timelines of containment
His views on potential treatments and vaccines

Tune in now to learn practical ways to keep yourself top of mind for clients!

Resources:

FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain

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Ep 15: Medical Safety Considerations for Advisory Firms – With Dr. Ari Levy, MD, MBA

By The Flexible Advisor | May 7, 2020

When advisors choose to return to the office, they must do it with an abundance of caution.

In this episode, Laura Gregg is joined by Ari Levy, MD, MBA and the Founder and CEO of SHIFT – a place for people looking for a transformative approach to healthcare delivery. Ari is a medical doctor, clinician and innovator, and dives into health considerations for re-opening physical offices. Together, they discuss updates to testing protocols, whether physical distancing will continue into the workplace, and possible solutions to help create a safer workplace.

In this episode, you will learn:

Medical updates on testing for COVID-19
What prevalence means
The unknowns involved in antibody testing
What advisors should think about as they consider opening up their office doors
And more!

Listen now to learn safety precautions for returning to the physical office.

FlexShares Exchange Traded Funds | Contact Laura Gregg | Ari Levy on LinkedIn | SHIFT

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Ep 14: Planning for Re-Opening Your Office – With Kelli Cruz

By The Flexible Advisor | May 7, 2020

With many states beginning to lift stay-at-home restrictions, you’ll want to create a plan for how and when to open your doors to employees and clients. Who should return to the office and when? How will you create and maintain a safe office environment?

Laura Gregg and David Partain, along with Kelli Cruz, the principal and founder of Cruz Consulting Group, discuss things that advisory firms should be considering before unlocking the office door. It’s unlikely that “business as usual” will look as it did pre-COVID-19; there are myriad new variables that should be considered as you plan to reopen.

In this episode, you will learn: