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 helping surgeons as they are sidelined from elective surgeries.

In this episode, you will learn:

• What impact COVID-19 has on different types of medical doctors
• Compensation issues arising for doctors
• The stark difference between the what’s happening in the markets vs. in hospitals
• Why over-communication with clients is critial
• And more!

Tune in now to learn how doctors are being impacted during COVID-19.

Information from our guest: Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807  (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain | Vestia Wealth Advisors

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This podcast conversation was recorded on April 29 and the data and material cited were as of that time.  

Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose.  FlexShares is working hard to deliver a variety of resources for advisors under the banner of Stronger Every Day including 15-minute bite-size podcasts to give you some quick ideas around helping clients – and your business through this uncertain time. In this episode, Laura and David talk about the importance of proactive communication.

In this episode, Laura speaks with Erick Noensie, a Senior Healthcare Analyst from Northern Trust about the progression of Coronavirus. Erick provides interesting information: 

• A comparison of Coronavirus to other health outbreaks in the past
• He provides an estimated requirements and potential timelines of containment
• His views on potential treatments and vaccines

Tune in now to learn practical ways to keep yourself top of mind for clients!  

Resources:

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

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With markets in disarray, many investors are looking for help from financial advisors. While it may seem counterintuitive, now is the time to boost – rather than cut – your marketing spend and optimize your visibility online. 

In this episode, Laura Gregg and David Partain are joined by Malcolm Ethridge, a financial advisor and executive vice president of CIC Wealth Management. Malcolm explains why is ramping up his marketing activities and how they are different than what he was doing earlier in the year. He also talks about how he is getting referrals during the COVID-19 pandemic without asking for them..

In this episode, you will learn:

• Which digital marketing strategies have been effective for Malcolm 
• The importance of working with your compliance officer to be as nimble as possible
• A different approach to attracting referrals
• Why LinkedIn is such an important platform for advisors today 
• And more!

Tune in now for ideas on how to shift your marketing and ramp it up during this time when people are increasingly looking for your expertise.

FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain | Malcolm Ethridge on LinkedIn | Manage Your Damn Money with Ben & Malcolm

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