Tag: Communication
Ep 80: Virtual Hybrid Meetings, Actual Success – With Lauren Sergy

Ep 80: Virtual Hybrid Meetings, Actual Success – With Lauren Sergy

By |

Virtual meetings are one of the lasting impacts of Covid. While you may have mastered them when everyone was remote, now it’s time to master hybrid virtual meetings. Consider these ideas to make them more comfortable – and productive – for all involved.

In this episode, Laura Gregg and David Partain speak with Lauren Sergy, the author of Unmute: How to Master Virtual Meetings and Reclaim Your Sanity. They discuss key protocols and best practices to optimize your hybrid workplace.  

Lauren Sergy discusses: 

  • Why a consistent experience for all participants is so important  
  • 3 key elements for hybrid success
  • How to build more effective team and client relationships in a hybrid work environment 
  • And more

Resources: 

Connect With Lauren:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Lauren Sergy is a published author of the bestseller, The Handy Communication Answer Book, from 2017 and her most recent book, Unmute: How to Master Virtual Meetings and Reclaim Your Sanity. She is a sought-after public speaker and interpersonal communication expert who has helped thousands of professionals from Canada, the United States, the United Kingdom and Europe become better communicators. Lauren teaches business communication seminars with the University of Alberta and currently continues public speaking and workshops about communication, helping professionals.



Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More
Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington

Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington

By |

What makes “The Ask” so awkward and even counterproductive? 

FlexShares recently surveyed high-net-worth investors across the country to better understand what drives their decision to allocate assets to and among advisors. The results are in, and they provide some valuable insight. 

In this episode, Laura Gregg and David Partain talk with Beverly Flaxington, Human Behavior Coach, a three-time bestselling author, and Founder of The Collaborative. They discuss how advisors can better understand their clients motivations to build trust and better manage their experience. 

Beverly discusses: 

  • Five unique client personas 
  • How adapting your strategies by persona can result in getting more of their wallet
  • The potential shortfall of the 80/20 rule 
  • A common, mistaken assumption advisors make with clients 
  • And more

Resources: 

Connect With Beverly Flaxington:

Connect With Laura Gregg: 

Connect With David Partain: 

About Our Guest:

For the last 17 years Beverly has worked as a corporate consultant. She is also an adjunct professor at Suffolk University currently teaching “Leadership and Social Responsibility”, a course which uses her trademarked change model. She has previously taught “Small Business Management”, “Organizational Behavior” and “Dealing with Difficult People”, a course she created for the University. Beverly is a Certified Hypnotist, Certified Hypnosis Trainer, Reiki Master Attunement Practitioner, Certified Professional Behavioral Analyst (CPBA) and Certified Professional Values Analyst (CPVA). She uses the DISC and PIAV tools frequently in her work with individuals and organizations. Bev holds a BSBA and an MBA from Suffolk University.

She is an expert in human behavior and change management, sales, marketing, stress management, hypnosis, time management, life and career change, teambuilding, communication and business building.

Beverly D. Flaxington is the author of 30 Days to Understanding Other People: A Daily Approach to Improving Your Relationships and Understanding Other People: The Five Secrets to Human Behavior, which won the gold award from Readers Favorite for best new book on relationships. She is also an author of four other books focused on creating change and improvement as a financial advisor.



Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Archives

Categories

Important Information

Before investing, carefully consider the FlexShares® investment objectives, risks, charges and expenses.  This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting http://www.flexshares.com.  Read the prospectus carefully before you invest.

Foreside Funds Services, LLC, distributor.

Investing involves risk including possible loss of principal. There is no guarantee that specific strategy will be successful. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.

The information covered and posted represents the views and opinions of the guests and does not necessarily represent the views or opinions of Northern Trust.

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Although we attempt to keep the information complete and current, we do not warrant that the content here is accurate, complete, or current. We make no commitment to update the content and it is your responsibility to verify any information before relying on it. The content of this podcast may include technical inaccuracies.

We may make changes in the products and or services described herein at any time. We provide you this information with the understanding that we are not rendering accounting, legal or tax advice; please consult your legal or tax advisor concerning such matters.