Build the business of your dreams while serving clients with integrity, creativity, and compassion! In this exciting episode, Laura Gregg and David Partain sit down with Rita Robbins, Founder of Affiliated Advisors. As one of the first women to launch an Super OSJ (Office of Supervisory Jurisdiction) and a consultant who leads more than 85 …
Advisors, how are you collaborating and partnering with your outsourced solutions partners? In this episode Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management. They discuss today’s advisory landscape and take a deeper look into FlexShares’ Race to Scalability study and the power of collaboration between advisors and their external …
In 2019, women in the U.S. controlled more than $10 trillion with expectations of that tripling over the next decade according to McKinsey & Co. Many advisors, however, are missing the mark in building relationships with women. In this episode, Laura Gregg and David Partain welcome Heather Ettinger, Founder and CEO of Luma Wealth – …
The culture of a firm directly impacts it’s bottom line. It affects how employees engage with clients and how your firm is viewed within the community. In this episode, Laura Gregg and David Partain welcome Marie Dzanis, Head of Asset Management, EMEA and Chief Executive Officer of Northern Trust Global Investments. Marie is passionate about …
It’s time for advisors to let go of some deeply held stereotypes about women investors. Investment preferences may have less to do with gender or more with levels of wealth and roles in the household. In this episode, David Partain talks with Co-Host Laura Gregg, AnnMarie Pino Director of Financial Research at Greenwald Research and …
Over the last decade, FlexShares has been researching how and where advisors are seeking to better scale and grow their businesses, all while building a better client experience. In this episode, Laura Gregg and David Partain welcome Noreen Beaman, President of Orion Advisors Solutions. Noreen has been a supporter of Flexshares’ Race to Scalability research …
Take your practice to the next level by taking small actions that can lead to big changes over time. In this episode, Laura Gregg and David Partain welcome advisor coach and author, Matt Anderson. Over the last 20 years, Matt has helped thousands of financial advisors power their practices by implementing a series of tiny …
What are the secrets to building a diverse, high-functioning team? To find out, Laura Gregg and David Partain welcome back Fran Skinner to The Flexible Advisor. As a Co-Founder of AUM Partners, a leadership and talent assessment consulting firm for the financial services industry, Fran explains why moving away from old systems can help you …
As an advisor, your work with clients often goes well beyond their financial portfolio – especially when their story changes. In this episode, Laura Gregg and David Partain talk with Ambient Financial Advisors’ Christopher D. Hill, CFP®, CGRS. Christopher discusses why his firm decided to rebrand and focus specifically on helping clients manage through transition …
Studies have shown that diversity of thought can lead to positive business results. Finding that type of diversity may, however, require new recruitment strategies. In this episode, Abdur Nimeri, PhD. joins Laura Gregg and David Partain to discuss why, how and where to look for diverse thought leaders for advisory teams. As the head of …