Ep 90: Overcoming Adversity: GRIT As A Game Changer  — With Austin Hatch

Ep 90: Overcoming Adversity: GRIT As A Game Changer  — With Austin Hatch

It’s True: GRIT can be a game-changer.  In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares his inspiring journey and lessons that can help others respond to unexpected circumstances. Tune in for Austin’s powerful story and learn how the G.R.I.T. framework can help managers adapt to today’s challenges.  Austin discusses:  Helping …

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

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

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 …

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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

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 …

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Ep 87: Take Your Passion To Work Today with Regina Huber

Ep 87: Take Your Passion To Work Today with Regina Huber

How can your favorite pastime — running, cooking, travel… whatever — boost your performance, increase job satisfaction, build a stronger team culture?  In this episode, Laura Gregg and David Partain speak with Regina Huber, the CEO and founder of Transform Your Performance, about the powerful connection between our hobbies and our professional lives.   Regina discusses:  …

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Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin

Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin

Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably vetting you (among others) to determine whether to contact you. Who are they seeing?  In this episode, Laura Gregg and David Partain dive into the world of digital marketing and personal branding …

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Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD

Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD

What are your clients not telling you? What could you do differently to earn greater trust?  In this episode, Laura Gregg talks with Barnaby Riedel, one of the architects of FlexShares’ behavioral study on growing wallet share. The findings provide a sensible groundwork to build more productive and mutually rewarding client relationships.  Barnaby discusses: His …

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Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection

Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection

Provide good numbers and exceptional service and you’ll have a satisfied client. Create a personal connection, and you may be surprised at the results.  In this episode, Laura Gregg and David Partain speak with financial advisor Brendan Frazier, founder of Wired Planning and host of The Human Side of Money podcast. Brendan offers three simple …

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Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian

Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian

Most advisors recognize that, when it comes to making investment decisions, a client’s emotions can derail a plan. Equipping yourself with knowledge on behavioral finance and financial personas could be the key to a more successful approach to ensuring your clients stick to their plan.  In this episode, Laura Gregg and David Partain talk with …

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Ep 82: Back to School — With Steve Schiestel, Director of Financial Planning at MSU

Ep 82: Back to School — With Steve Schiestel, Director of Financial Planning at MSU

Is your firm seeking new talent? Are you a student seeking a career in wealth management? Consider introducing yourself to the growing number of Financial Planning directors at universities in your area (and beyond).  In this episode, Laura Gregg and David Partain speak with Steve Schiestel, CFA, the Head of the Financial Planning and Wealth …

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Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara Provost

Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara Provost

Is this too much to ask? Women just want advisors who recognize their concerns, appreciate their perspective, and respect their ability to make smart choices. Join Laura Gregg and David Partain as they talk with Dr. Barbara Provost, Founder of Purse Strings, LLC and an accomplished educational consultant to the banking and insurance industries. They discuss the often …

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