March 2021 – The Flexible Advisor

Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer

By Robyn Walter | March 30, 2021

As an advisor, you work hard to lessen your clients’ financial stress. But, how can you reduce and manage your own stress to prevent burnout?

This is the first in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In this episode we speak with Dr. Jack Singer, PhD., a clinical/sports and organizational psychologist who authored The Financial Advisor’s Ultimate Stress Mastery Guide. Listen for his easy-to-implement behavioral changes that can help advisors boost their psychological immunity.

In this episode, you will learn:

How financial advisors are similar to professional athletes
Ways Dr. Jack coaches advisors around their unique stressors
Tips for adjusting your mindset and behavioral patterns
How to recognize toxic self-talk — and what you can do to prevent it
And more!

Tune in today for tips and strategies on preventing stress and burnout!

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Ep 47: Growing the Practice of Your Dreams — With Rita Robbins

By Robyn Walter | March 19, 2021

Build the business of your dreams while serving clients with integrity, creativity, and compassion!

In this exciting episode, Laura Gregg and David Partain sit down with Rita Robbins, Founder of Affiliated Advisors. As one of the first women to launch an Super OSJ (Office of Supervisory Jurisdiction) and a consultant who leads more than 85 advisors across the country, Rita shares how she’s helping advisors better grow their business using social media strategies, succession planning, forward-thinking problem solving, and more.

In this episode, you will learn:

Success stories of advisors who Rita has helped fine-tune and grow their business
Advisor characteristics that lead to success
How Rita’s unexpected lavender farm purchase is helping a new crop of small business owners
Why the advisory industry lacks women — and what we can do to change this
And more!

Listen in to learn about Affiliated Advisors and Rita’s mission to help you grow your business!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Connect with Rita Robbins on LinkedIn | Affiliated Advisors

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Ep 46: The Race to Scalability — With Paul Binnion, Hanlon Investment Management

By Robyn Walter | March 12, 2021

Advisors, how are you collaborating and partnering with your outsourced solutions partners?

In this episode Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management. They discuss today’s advisory landscape and take a deeper look into FlexShares’ Race to Scalability study and the power of collaboration between advisors and their external investment managers.

In this episode, you will learn:

Are you interesting or interested? Why it matters to the advisor-client relationship
The reasons financial planning trumps investment management
How to put a value on your time in order to build better relationships.
Where advisors are making changes in their businesses to gain efficiencies
The importance of understanding your “why”
And more!

Tune in now to learn how you can scale your business and deepen client relationships!

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Ep 45: Women and Financial Wellness – With Heather Ettinger

By Robyn Walter | March 4, 2021

In 2019, women in the U.S. controlled more than $10 trillion with expectations of that tripling over the next decade according to McKinsey & Co.

Many advisors, however, are missing the mark in building relationships with women. In this episode, Laura Gregg and David Partain welcome Heather Ettinger, Founder and CEO of Luma Wealth – an advisory firm designed around serving and empowering women. Heather shares her passion for helping women design their intentional future through a path to financial wellness. She reveals a new way of approaching conversations with women that will help you better understand their goals and wealth management needs.

In this episode, you will learn:

Ways advisors can fine-tune their soft skills to build lasting client relationships
How to unravel the money messages of your clients to guide them on their journey
Why women often expect something more than money management
How financial empowerment can inspire women to become agents of social change
And more!

Tune in now for a new look at women and financial wellness!