Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode, Laura Gregg and David Partain are joined by Mark LaVoie, vice president at Prosek Partners, to discuss communication strategies for advisors to adopt during the …
This podcast conversation was recorded on April 29 and the data and material cited were as of that time. Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose. FlexShares is working hard to deliver a variety of resources for advisors under the banner of …
When advisors choose to return to the office, they must do it with an abundance of caution. In this episode, Laura Gregg is joined by Ari Levy, MD, MBA and the Founder and CEO of SHIFT – a place for people looking for a transformative approach to healthcare delivery. Ari is a medical doctor, clinician …
With many states beginning to lift stay-at-home restrictions, you’ll want to create a plan for how and when to open your doors to employees and clients. Who should return to the office and when? How will you create and maintain a safe office environment? Laura Gregg and David Partain, along with Kelli Cruz, the principal …
Welcome to The Flexible Advisor podcast! This is the show for financial advisors that digs into industry trends, investor preferences, and FlexShares’ proprietary advisor and investor research. In this episode, Laura Gregg and David Partain welcome two special guests: Idea Decanter co-founder Laura Garfield and advisor Fernando Ereneta. Together, the four discuss how advisors can …
The Flexible Advisor Podcast Leveraging Technology To Improve Client Relationships – 15 Minute Conversation with Laura Gregg and David Partain Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose. FlexShares is working hard to deliver a variety of resources for advisors under the banner …
Over the next 20 years, the U.S. is going to look much different than it does today. In fact, we’re already seeing more women, people of color, younger people, and LGBTQ people owning a larger share of U.S. and global wealth. Is your advisory firm building diverse teams and clientele? Today, Laura Gregg and David …
Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose. FlexShares is working hard to deliver a variety of resources for advisors under the banner of Stronger Every Day including 15-minute bite-size podcasts to give you some quick ideas around helping clients – and your …
With markets in disarray, many investors are looking for help from financial advisors. While it may seem counterintuitive, now is the time to boost – rather than cut – your marketing spend and optimize your visibility online. In this episode, Laura Gregg and David Partain are joined by Malcolm Ethridge, a financial advisor and executive …
The recently enacted Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a stimulus package that offers Americans a bridge to short-term financial survival. In this episode, Laura Gregg and David Partain are joined by Susan Czochara and Lee Freitag from Northern Trust Asset Management to walk you through the CARES Act. They discuss …