Month: May 2021
Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

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FlexShares research continues to confirm that high-net-worth clients prefer advisors with a similar culture and gender and whom they feel will understand their unique needs.

In this episode, Laura Gregg and David Partain speak about the growing importance of women advisors with Jana Gregorek, Chief Growth Officer at Visionary Wealth Advisors. They discuss how firms can attract and better retain women advisors. 

In this episode, you will learn about:

  • The power of teaching financial literacy at an early age 
  • Breaking down barriers of entry to financial advisory for women 
  • Rethinking the idea of work/life balance 
  • How an advisory team can support retention of women in the industry
  • Enabling your team members to be their authentic selves at work
  • And more!

Listen to learn ways that your firm can recruit and retain women advisors!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Visionary Wealth Advisors  | Jana Gregorek | FlexShares Research Studies on Diversity

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Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®

Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®

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As vaccinations ramp up and offices are re-open, many firms are facing a dilemma: 

Bring the entire staff back, create a hybrid team model or go fully virtual?

In this fourth episode of our Advisor Wellness series, Laura Gregg and David Partain speak with Lauren Oschman, CFP®, Partner, Chief Experience Officer and producing Advisor at Vestia Personal Wealth Advisors. They discuss the power of building an intentional firm culture that embraces flexibility in both work location and hours and how this ultimately can promote greater productivity while reducing stress for the team and its partners.

In this episode, you will learn:

  • The bold way Vestia is recruiting remote hires
  • Using remote/hybrid work models to help alleviate stress and build diversity
  • Why culture matters and how to build it virtually
  • How a virtual model has increased the retention of physician clients
  • Insights into how virtual engagement can actually deepen client relationships
  • Strategies to effectively onboard remote hires
  • And more!

Listen in now to discover how to create an optimal mix of virtual and in-office staff!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Lauren Oschman | Vestia Personal Wealth Advisors | Episode 18: Serving Medical Professionals During COVID-19 – With Lauren Oschman

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326-2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

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