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

By The Flexible Advisor | 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!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Connect with Paul Binnion on LinkedIn | Hanlon Investment Management | Race To Scalability 2020 Research Study

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Comments are closed.

Important Information

Before investing, carefully consider the FlexShares® investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting http://www.flexshares.com. Read the prospectus carefully before you invest.

Foreside Funds Services, LLC, distributor.

Investing involves risk including possible loss of principal. There is no guarantee that specific strategy will be successful. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.

The information covered and posted represents the views and opinions of the guests and does not necessarily represent the views or opinions of Northern Trust.

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Although we attempt to keep the information complete and current, we do not warrant that the content here is accurate, complete, or current. We make no commitment to update the content and it is your responsibility to verify any information before relying on it. The content of this podcast may include technical inaccuracies.

We may make changes in the products and or services described herein at any time. We provide you this information with the understanding that we are not rendering accounting, legal or tax advice; please consult your legal or tax advisor concerning such matters.