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 …
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 …
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 …
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 …
Virtual meetings are one of the lasting impacts of Covid. While you may have mastered them when everyone was remote, now it’s time to master hybrid virtual meetings. Consider these ideas to make them more comfortable – and productive – for all involved. In this episode, Laura Gregg and David Partain speak with Lauren Sergy, …
What makes “The Ask” so awkward and even counterproductive? FlexShares recently surveyed high-net-worth investors across the country to better understand what drives their decision to allocate assets to and among advisors. The results are in, and they provide some valuable insight. In this episode, Laura Gregg and David Partain talk with Beverly Flaxington, Human Behavior …
Understanding Environmental, Social, Governance (ESG) criteria points and how they relate to investment portfolios is critical for helping your clients navigate ESG issues. In this episode, Laura Gregg and David Partain talk with Michael Young, Manager of Educational Programs at US SIF: The Forum for Sustainable and Responsible Investment. They discuss ESG investing and how …
In this marketplace, personalized service is what separates a financial advisor from an app. Knowing your ‘niche’ and your Ideal Client may be the key to a more prosperous —and satisfying — practice. In this episode, Susan Danzig, a Certified Business Development Coach for financial advisors, joins David Partain to discuss the ‘why’ and ‘how’ …
As sustainable investing grows in popularity, so do the misconceptions about its framework. In this episode, Laura Gregg and David Partain speak with Kiley Miller, Director of ESG Investment Solutions at Envestnet. Kiley is a passionate leader in the ESG investment space. She shares how she is working to help advisors better understand underlying value …
Workers and consumers are holding businesses to higher standards. Why wouldn’t investors do the same? As awareness of environmental, social and governance issues grows, more people are saying ‘I want an investment that’s going to help me reach my financial goals, but I’d like the more sustainable version, please’. In this episode, Laura Gregg and …