Monthly Archives: January 2021

Ep 42: The Race To Scalability — With Noreen Beaman, President, Orion Advisor Solutions

Over the last decade, FlexShares has been researching how and where advisors are seeking to better scale and grow their businesses, all while building a better client experience.

In this episode, Laura Gregg and David Partain welcome Noreen Beaman, President of Orion Advisors Solutions. Noreen has been a supporter of Flexshares’ Race to Scalability research for many years and in this episode she shares her insights on changes taking place in the advisory space and how firms are adapting their businesses to better serve clients through increased efficiencies. 

In this episode, you will learn:

  • What the Brinker Capital and Orion Advisor Solutions merger means for advisors
  • The importance of efficient technology enablement for advisors
  • How advanced planning tools can aid in a successful client journey
  • Why the marriage of behavioral finance and a communications plan are critical.
  • The time needed to effectively build and grow client relationships
  • And more!

Tune in now to find out how advisors are assessing options to help them become more efficient while at the same time deepening client relationships and growing their businesses! 

Brinker Capital Investments, LLC is a registered investment advisor and is not affiliated with FlexShares Exchange Traded Funds nor any of its affiliates. 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | The Race to Scalability 2020 | ORION | Brinker Blog

Ep 41: Improve Your Business in 2021 through Tiny Habits — With Matt Anderson

Take your practice to the next level by taking small actions that can lead to big changes over time.

In this episode, Laura Gregg and David Partain welcome advisor coach and author, Matt Anderson. Over the last 20 years, Matt has helped thousands of financial advisors power their practices by implementing a series of tiny habits that have led to better business results. In this episode Matt will help you understand which small changes you can implement today to grow your business in 2021! 

In this episode, you will learn:

  • Why defining your ideal identity is critical in maintaining good habits
  • Big advisory success examples built from tiny habits
  • Common mistakes advisors make when adopting new habits 
  • How Matt is guiding advisors throughout the pandemic 
  • And more!

Listen in today to discover practical tips for creating real change in your business one tiny habit at a time!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Matt Anderson