Monthly Archives: November 2020

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Ep 36: Break Your Money Silence — With Kathleen Burns Kingsbury

Many people feel nervous or uncomfortable when talking about money. Negotiating a raise or letting clients know about an increase in fees can be even more intimidating, even for financial professionals. 

In this episode, discover how advisors and clients alike can break their money silence with money-taboo shattering tips from wealth psychology expert Kathleen Burns Kingsbury. 

With a passion for helping people find their voice around their money, Kathleen joins Laura Gregg and David Partain to share her vision for a future in which there is no money silence and everyone feels comfortable talking about their money and compensation.

In this episode, you will learn:

  • Why advisors need to break their own money silence
  • The importance of understanding the true value you offer clients
  • Whether and how gender plays into money silence
  • Two steps for achieving a negotiation mindset
  • How to feel confident when negotiating your salary – even in a pandemic
  • And more!

Join David, Laura, and Kathleen now to learn how you can start to break your money silence today! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Kathleen Burns Kingsbury  | KBK Wealth ConnectionBreaking Money Silence

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Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski

Most operations leaders are alone at their advisory firm. But you don’t have to be alone in your career. Whether you’re an operations professional, an advisor or even a compliance officer at a small or large firm, there are opportunities to find your tribe through a study group. 

In this episode, Laura Gregg and David Partain talk with Shaun Kapusinski, Founder of HIFON, a private independent study group for RIA operations professionals. HIFON has quietly built an operations community for more than 240 advisory firms from sole practioners to multi-billion dollar RIAs. Shaun explains why he created this group and how he continues to grow it after 10 years all while heading up technology and operations for Sequoia Financial Group, a multi-billion dollar RIA. 

In this episode, you will learn:

  • The benefits of networking with professionals in similar roles to your own
  • About Shaun’s job and how HIFON has helped him grow his career
  • Why HIFON limits membership based on functional roles
  • Expectations of members
  • How to create your own targeted study group
  • And more!

Tune in now to discover the power of study groups and how they can help you find your own tribe of professionals! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain |HIFON |Sequoia Financial Group 

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Ep 34: Breaking Through The Noise — with Christine Shaw

How we think, act and work has been overhauled in 2020. This has meant major shifts for news and media professionals that advisors rely on for the latest advice news and in how they engage and meet their peers at industry events. Are these media professionals hitting the mark and what do they see ahead?

To find out, Laura Gregg is joined by InvestmentNews’ CEO, Christine Shaw in this episode. Christine shares how the InvestmentNews (IN) team has embraced the virtual world and shaken up how they are conducting business. She talks about the importance of rethinking content for virtual events to make them more relevant in our new normal. Christine also talks about why and how we need to elevate the discussion of diversity and inclusion within our industry and how InvestmentNews is leading the charge to provide actionable ideas to make real change happen.

In this episode, you will learn:

  • How the pivot to a virtual newsroom actually improved collaboration
  • The content and format implications of large scale and newly virtual events
  • What Christine is hearing from other CEOs about 2021 business expectations
  • Why Christine is committed to elevating the discussion of diversity and inclusion
  • And more!

Tune in now and discover how Christine Shaw and InvestmentNews are creating new resources for advisors to learn and engage with one another!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | InvestmentNews | Her Success Matter Podcast