Monthly Archives: October 2020

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Ep 33: Lessons Learned from the Pandemic and Beyond – With Corey Hoffstein

During uncertain times, it’s critical that advisors remind and reinforce the value that they are providing to their clients.

In this episode, Laura Gregg welcomes Corey Hoffstein, Founder and Chief Investment Officer at Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds to advisor firms and institutional investors. Corey talks about how Newfound chose to lead with empathy when reaching out to their advisor clients during the pandemic. Communication is not one-size-fits-all – especially in trying times. He also shares the resources that Newfound has provided to advisors to help them through difficult client conversations.

In this episode, you will learn:

  • How empathy can deepen client relationships
  • Customizing communications to meet advisors preferences
  • The reasons advisors choose to work with external money managers
  • How to keep your clients focused on their long-term plan.
  • And more!

Listen now and discover the lessons financial advisors have learned during this pandemic that will help strengthen them today and tomorrow!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | Corey Hoffstein | Newfound Research

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Ep 32: Taking Behavioral Finance From Theory to Practice — With Jonathan Bernstein

How can advisors take behavioral finance from theory to practice and address not only client biases but perhaps some of their own biases as well?

Listen to this episode, as Laura Gregg and David Partain talk with Stringer Asset Management’s Jonathan Bernstein. 

Jonathan has a passion for identifying and understanding the behavioral financial issues that can influence the long-term performance of a portfolio. He shares specific processes that advisors can implement to help clients limit or avoid poor investing choices — enabling them a better chance of achieving their long-term goals. 

Listen to learn:

  • Ways to address and overcome herd mentality
  • Three things to acknowledge to keep clients on track
  • How advisors can discourage the fear of missing out (FOMO) in clients
  • Why implementing a tactical portfolio sleeve may make sense
  • And more!

Listen to learn how to put a well-designed process into place today! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Stringer Asset Management | Jonathan Bernstein| Ep 20: Coaching Clients in Volatile Times – With Morningstar’s Dr. Sarah Newcomb 

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Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan

Advisors, are you well-equipped with the knowledge and expertise you need to provide clients with the insurance guidance they need? 

In this episode, Laura Gregg and David Partain are joined by Rebecca Woan, Principal and Founder of Chartwell Insurance Services. Together, they discuss a range of risk management considerations. Rebecca highlights areas where high-net-worth clients may be at risk by being underinsured or by not having assets properly titled. Understanding the right questions to ask and a specialist to rely upon are critical in delivering a truly holistic wealth management experience.

In this episode, you will learn:

  • The value gained by partnering with a trusted insurance specialist
  • Areas where wealthy clients are often under-insured
  • When coverage for cyber risks and social media exposure is needed 
  • What parents need to know when gifting a car to their children
  • And more!

Tune in now and discover the value insurance discussions can bring to your planning!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Chartwell Insurance Services | Rebecca Woan