Month: January 2023
Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg

Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg

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What has changed in the advisor landscape? What are advisors doing differently?

In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-running study and discusses highlights from its findings and what it means for advisors.

Michelle discusses: 

  • The genesis and focus of Bloomberg research on advisory issues
  • Soft skills as a differentiator
  • Why diversity is increasingly important
  • The necessity – and challenge – of work/life balance 
  • And more

Resources: 

Connect With Michelle Lynn:

Connect With Laura Gregg: 

Connect With David Partain: 

About Our Guest:

Michelle Lynn is the Global Head of Data Science and Insights at Bloomberg. She is responsible for all the data research and planning teams globally and provides insights and intelligence to drive solutions for clients.

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Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion

Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion

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Are you familiar with the SEC’s 206(4) proposal? Will you be compliant? 

In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the intent and potential impact of the proposal. 

If you outsource certain investment functions or have been evaluating third-party service providers, join us to learn more.

Paul discusses: 

  • Core aspects of the proposed rule, and how it may affect financial advisors
  • How advisors’ due diligence responsibilities may be affected
  • What to consider when selecting a third-party solutions provider
  • Why deeper client relationships will likely become even more important
  • And more

Resources: 

Connect With Paul Binnion:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Paul Binnion is the Chief Revenue Officer at Hanlon Investment Management. Paul is responsible for leading the overall direction of the firm’s distribution strategy while overseeing the sales, key accounts, and marketing teams in their efforts to build collaborative partnerships with successful financial advisors. Paul has more than 30 years of experience developing best practices with financial partners and specializes in building and motivating teams to help deliver successful outcomes to financial advisors and their clients.

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