Tag: Business Building

Ep 1: Welcome to the Flexible Advisor

Ep 1: Welcome to the Flexible Advisor

In this inaugural episode, we talk about why we launched the Flexible Advisor podcast and the content you can expect to receive. The series will focus on investor and advisor research and industry experts and your financial advisor peers will join us provide their insights as well.  

We are launching during the Coronavirus crisis so you’ll hear a mix of episodes – some that deal with the current turmoil and others that were recorded in advance of the downturn.  We believe all of the episodes will be relevant to you and your business and we hope you find the value – and some actionable ideas – in these podcasts. 

Resources: FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain

Ep2 : Special COVID-19 Update

Ep2 : Special COVID-19 Update

In this special episode, we let you know how we are responding to the COVID-19 situation and how advisors might consider supporting their staff and clients during this difficult time. As we continue to social distance in the coming weeks technology outages within your firm will become apparent. This is the time to begin building a digital roadmap for the future.

Tune in to learn steps you can take now to help prepare your firm for navigating through the other side of this pandemic and difficult market.

Resources: FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain