It’s no secret that the financial industry lacks diversity. But how do we move the needle? In this episode, Laurie Barry, Senior Vice President at UBS and principal of The Barry Wealth Consulting Group joins Laura Gregg and David Partain to explore how we can start making real progress towards more gender diversity. Laurie shares …
Many people feel nervous or uncomfortable when talking about money. Negotiating a raise or letting clients know about an increase in fees can be even more intimidating, even for financial professionals. In this episode, discover how advisors and clients alike can break their money silence with money-taboo shattering tips from wealth psychology expert Kathleen Burns …
Most operations leaders are alone at their advisory firm. But you don’t have to be alone in your career. Whether you’re an operations professional, an advisor or even a compliance officer at a small or large firm, there are opportunities to find your tribe through a study group. In this episode, Laura Gregg and David …
How we think, act and work has been overhauled in 2020. This has meant major shifts for news and media professionals that advisors rely on for the latest advice news and in how they engage and meet their peers at industry events. Are these media professionals hitting the mark and what do they see ahead? …
During uncertain times, it’s critical that advisors remind and reinforce the value that they are providing to their clients. In this episode, Laura Gregg welcomes Corey Hoffstein, Founder and Chief Investment Officer at Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds to advisor firms and institutional investors. …
How can advisors take behavioral finance from theory to practice and address not only client biases but perhaps some of their own biases as well? Listen to this episode, as Laura Gregg and David Partain talk with Stringer Asset Management’s Jonathan Bernstein. Jonathan has a passion for identifying and understanding the behavioral financial issues that …
Advisors, are you well-equipped with the knowledge and expertise you need to provide clients with the insurance guidance they need? In this episode, Laura Gregg and David Partain are joined by Rebecca Woan, Principal and Founder of Chartwell Insurance Services. Together, they discuss a range of risk management considerations. Rebecca highlights areas where high-net-worth clients …
Why have some advisory firms grown while others have stalled during the pandemic? In this episode, Laura Gregg and David Partain discuss how advisors are gaining traction in the pandemic with Thrivos Consulting Founder Penny Phillips. Penny shares some timeless advice on prospecting, marketing and the urgent need to embrace change to build trust and …
Just because you can’t meet your clients face-to-face at this time doesn’t mean you can’t host extraordinary events and attract new leads. In this episode, Laura Gregg and David Partain are joined by Dr. Maribeth Kuzmeski, PhD, President of Red Zone Marketing. Maribeth shares some insights from her recent advisor study on how financial advisors …
In a crowded financial advisory space, how can you stand out? To answer this question, Laura Gregg and David Partain welcome Devin Ekberg, chief learning officer and managing director of content development at Investments & Wealth Institute. Listen to hear about the research that the Investments & Wealth Institute conducted with Cerulli Associates on three …