Advisors, have you checked in with your clients recently? Adam Boyer, Head of Business Development for Emotomy at Northern Trust joins Laura Gregg and David Partain to discuss the importance of advisor-client relationships and what it takes to build client trust. Together, they explore the role technology plays in communication and the need for maintaining …
While COVID-19 has sidelined hiring plans for many firms, many leaders are using this time to find top talent. Explore today’s hiring trends as Laura Gregg and David Partain welcome Fran Skinner to the podcast. As the co-founder of AUM Partners, a leadership and talent assessment consulting firm for the financial services industry, Fran shares …
As the world becomes increasingly technology- and convenience-based, podcasting has risen as a new medium to showcase your voice and connect with your ideal audience. For advisors, podcasting has become a great way to build relationships with ideal and existing clients, all the while maximizing the advisor-client relationships and ROI alike. In this episode, Laura …
There are specific actions that leaders must take if they’re serious about driving diversity, equity, and inclusion in their organization. Shundrawn Thomas, former President of Northern Trust Asset Management recently spoke with Laura Gregg and David Partain about the role of leaders in DE&I. He also talked about his recent open letter – Breaking the …
Investors prefer to work with financial professionals who they feel will understand them, according to a recent FlexShares study on diversity. How can we draw more people of color into the financial industry? And how can we help investors find those who are already out there? Today, Laura Gregg and David Partain welcome Dana Wilson, …
Charitable giving is on the minds of many people, now more than ever. In this episode, Laura Gregg and David Partain are joined by Elena Pullen-Venema, the Director of Gift Planning at the Community Foundation of Snohomish County (Greater Seattle Area). Elena explains the foundation’s growing commitment to Racial Equity and how grants during the …
The worldwide protests calling for racial justice and equity have been a wake-up call for us all and the lack of diversity in the wealth management space has been noted for years. In this episode, Laura Gregg and David Partain are joined by Connie Lindsey, formerly the Executive Vice President and head of Corporate Social …
How should you advise clients who are going into a fight, flight, or freeze response to the market volatility? In this episode, Laura Gregg and David Partain are joined by Dr. Sarah Newcomb, director of behavioral science at Morningstar. Sarah discusses how financial advisors can have productive conversations with clients to keep them on track. …
The pandemic has altered our work style and the way we communicate. Many have come to rely on video conferencing and other digital tools to keep in touch. But what happens as we begin to migrate back to the office? In this episode of The Flexible Advisor podcast, Laura Gregg and David Partain are joined …
Doctors are experiencing financial uncertainty right now just like everyone else, despite their increased workload on the frontlines. In this episode, Laura Gregg and David Partain are joined by Lauren Oschman of Vestia Personal Wealth Advisors. Lauren talks about how she is adding value to doctors on the front line of the COVID-19 crisis and …