Monthly Archives: April 2021

FEATURE

Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®



Is work getting the best of you? Do you wish you had more control over your life and time?

In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer. Patty helps financial advisors develop personalized systems to get more done in less time while clearing the brain clutter that blocks success through her firm Productivity Uncorked, LLC. 

Everyone has a vision of what life was supposed to look like but not everyone has made it happen. Patty shares actionable steps for creating efficiency with work space, email, time, and attention that can help free up time for the things that bring you joy. 

In this episode, you will learn:

  • Simple steps that can lead to more efficiency and less stress
  • The new look of business development
  • What’s behind the stress advisors are (still) feeling
  • Productivity coaching strategies that work
  • What to look out for if you are adopting a hybrid work schedule
  • And more!

Tune in to learn about Patty Kreamer’s tips for building and maintaining an efficient business so that you can spend more time on the what brings you joy! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Patty Kreamer | Productivity Uncorked | Productivity Quiz | Your Ideal Day | Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer | Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael


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Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen



The Financial Planning Association (FPA) is taking action to drive change in our industry through both its NexGen and Pride Planners programs. 

In this episode, Laura Gregg and David Partain speak with FPA NexGen President Joey Stemmle about his new leadership role and what he hopes to accomplish. He also talks about the growth of the FPA’s Pride Planners and how it is helping advisory firms create more inclusive environments for LGBTQ employees and clients. 

In this episode, you will learn:

  • How the FPA is working to change the financial planning landscape
  • The ways different generations can learn from one another 
  • Why an inclusive workplace can support talent retention and client acquisition  
  • What companies should be doing to assist the new generation of advisors  
  • And more!

Tune in to discover how the new generation of advisors is going to change the industry — and what employers should be doing to help them along the way! 

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Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Joseph Stemmle | FPA NexGen | FPA Diversity and Inclusion | FPA Chapters


FEATURE

Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael



Advisors are stressed, and female advisors report the higher levels of stress. But is that necessarily bad?

This is the second 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. Chloe Carmichael, a clinical psychologist whose private practice in New York City focuses on stress management, relationship issues, self-esteem and coaching.  Dr. Chloe is the author of the recently published book, Nervous Energy: Harness the Power of Your Anxiety. 

Laura Gregg, David Partain and Dr. Chloe explore what’s behind advisor stress and anxiety and why reporting being stressed may actually be a sign of good mental health. Dr. Chloe offers tips for women – and all advisors feeling overwhelmed — on how to ask for help and get it.

In this episode, you will learn:

  • You’re stressed out.  Now what?
  • Are women really more stressed than men?
  • Powerful words to use when asking for help.
  • How to harness the power of your anxiety.
  • Tips for leaders to help teams navigate uncertainty.
  • And more!

Tune in today to discover how to effectively channel your stress and anxiety in ways that will help your business and relationships!

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Dr. Chloe Carmichael holds a doctorate in Clinical Psychology from Long Island University. Her private practice focuses on stress management, relationship issues, self esteem, and coaching. Dr. Carmichael sees clients in her Manhattan office or via video. She is the author of Nervous Energy: Harness the Power of  Your Anxiety (in press, Macmillan, 2021)

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Dr. Chloe | Connect with Dr. Chloe Carmichael on LinkedIn | Nervous Energy: Harness the Power of Your Anxiety