Advisor Growth Strategies – The Flexible Advisor

Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael

By The Flexible Advisor | April 8, 2021

Advisors are stressed, and female advisors report the higher levels of stress. But is that necessarily bad?

This is the second in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In this episode we speak with Dr. Chloe Carmichael, a clinical psychologist whose private practice in New York City focuses on stress management, relationship issues, self-esteem and coaching. Dr. Chloe is the author of the recently published book, Nervous Energy: Harness the Power of Your Anxiety.

Laura Gregg, David Partain and Dr. Chloe explore what’s behind advisor stress and anxiety and why reporting being stressed may actually be a sign of good mental health. Dr. Chloe offers tips for women – and all advisors feeling overwhelmed — on how to ask for help and get it.

In this episode, you will learn:

You’re stressed out. Now what?
Are women really more stressed than men?
Powerful words to use when asking for help.
How to harness the power of your anxiety.
Tips for leaders to help teams navigate uncertainty.
And more!

Tune in today to discover how to effectively channel your stress and anxiety in ways that will help your business and relationships!

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Dr. Chloe Carmichael holds a doctorate in Clinical Psychology from Long Island University. Her private practice focuses on stress management, relationship issues, self esteem, and coaching. Dr. Carmichael sees clients in her Manhattan office or via video. She is the author of Nervous Energy: Harness the Power of Your Anxiety (in press, Macmillan, 2021)

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Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer

By The Flexible Advisor | March 30, 2021

As an advisor, you work hard to lessen your clients’ financial stress. But, how can you reduce and manage your own stress to prevent burnout?

This is the first in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In this episode we speak with Dr. Jack Singer, PhD., a clinical/sports and organizational psychologist who authored The Financial Advisor’s Ultimate Stress Mastery Guide. Listen for his easy-to-implement behavioral changes that can help advisors boost their psychological immunity.

In this episode, you will learn:

How financial advisors are similar to professional athletes
Ways Dr. Jack coaches advisors around their unique stressors
Tips for adjusting your mindset and behavioral patterns
How to recognize toxic self-talk — and what you can do to prevent it
And more!

Tune in today for tips and strategies on preventing stress and burnout!

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Ep 47: Growing the Practice of Your Dreams — With Rita Robbins

By The Flexible Advisor | March 19, 2021

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 across the country, Rita shares how she’s helping advisors better grow their business using social media strategies, succession planning, forward-thinking problem solving, and more.

In this episode, you will learn:

Success stories of advisors who Rita has helped fine-tune and grow their business
Advisor characteristics that lead to success
How Rita’s unexpected lavender farm purchase is helping a new crop of small business owners
Why the advisory industry lacks women — and what we can do to change this
And more!

Listen in to learn about Affiliated Advisors and Rita’s mission to help you grow your business!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Connect with Rita Robbins on LinkedIn | Affiliated Advisors

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Ep 46: The Race to Scalability — With Paul Binnion, Hanlon Investment Management

By The Flexible Advisor | March 12, 2021

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 investment managers.

In this episode, you will learn:

Are you interesting or interested? Why it matters to the advisor-client relationship
The reasons financial planning trumps investment management
How to put a value on your time in order to build better relationships.
Where advisors are making changes in their businesses to gain efficiencies
The importance of understanding your “why”
And more!

Tune in now to learn how you can scale your business and deepen client relationships!