Month: December 2020

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Ep 40: How to Build High-Functioning Advisory Teams – With Fran Skinner

Ep 40: How to Build High-Functioning Advisory Teams – With Fran Skinner

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What are the secrets to building a diverse, high-functioning team? 

To find out, Laura Gregg and David Partain welcome back Fran Skinner to The Flexible Advisor. 

As a Co-Founder of AUM Partners, a leadership and talent assessment consulting firm for the financial services industry, Fran explains why moving away from old systems can help you to cultivate a more forward-thinking firm with high-functioning team members. 

In this episode, you’ll learn:

  • Why advisors should consider broadening their recruitment process 
  • Step firms can take to build diversity of thought
  • How to identify and break down self-made barriers
  • Two things advisors can do today to help improve their team-building acumen
  • And more!

Tune in now to discover how you can successfully build a high-functioning advisory team for your firm! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | AUM Partners|  Episode 26: Why Now is the Right Time to Hire

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Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS

Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS

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As an advisor, your work with clients often goes well beyond their financial portfolio – especially when their story changes.  

In this episode, Laura Gregg and David Partain talk with Ambient Financial Advisors’ Christopher D. Hill, CFP®, CGRS. Christopher discusses why his firm decided to rebrand and focus specifically on helping clients manage through transition due to a meaningful loss of life or livelihood or other traumatic events.  

In this episode, you’ll learn:

  • Why rebranding helped Ambient better find and speak to their ideal clients
  • How to talk about and plan for anticipatory grief
  • Helping clients move through emotional landmines
  • Ideas for helping clients find hope again
  • What Christopher did to reconcile his feelings about racial inequity
  • And more!

Listen now to discover how you can be a more impactful resource for your clients as their story changes.

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Ambient Financial Advisors

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Ep 38: Seeking Diversity of Thought in Advisory Teams — With Abdur Nimeri, PhD.

Ep 38: Seeking Diversity of Thought in Advisory Teams — With Abdur Nimeri, PhD.

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Studies have shown that diversity of thought can lead to positive business results. Finding that type of diversity may, however, require new recruitment strategies.

In this episode, Abdur Nimeri, PhD. joins Laura Gregg and David Partain to discuss why, how and where to look for diverse thought leaders for advisory teams.

As the head of Northern Trust’s Institutional Multi-Asset Programs, Abdur shares his insights into how the firms can adjust recruitment practices that lead to high-functioning diverse advisory teams.

In this episode, you’ll learn:

  • Whether financial advisory is truly a vocation
  • Why diversity of thought is needed for high functioning teams
  • Ideas for small firms to source diverse talent
  • How to determine the key skills that are needed in a role.
  • And more!

Tune in now to discover how to build a high functioning team with diverse skill sets!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Northern Trust Corporation | Connect with Adbur Nimeri on LinkedIn 

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Ep 37: It’s A Fit! Women and Advisory — With Laurie Barry

Ep 37: It’s A Fit! Women and Advisory — With Laurie Barry

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It’s no secret that the financial industry lacks diversity.  But how do we move the needle?

In this episode, Laurie Barry, Senior Vice President at UBS and principal of The Barry Wealth Consulting Group joins Laura Gregg and David Partain to explore how we can start making real progress towards more gender diversity.

Laurie shares her passion for educating women about entering the financial advisory industry. She shares actionable steps we can all take to introduce the business to young girls and pull in female professionals.

In this episode, you’ll learn:

  • Why financial advisory can be a great fit for women
  • How we can pique women’s interest in the advisory field
  • Ways to better support and promote women in this industry
  • And more!

Tune in now and learn how we can start moving the needle towards a more inclusive industry where women are the norm and not the exception!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | The Barry Wealth Consulting Group

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