Tag Archives: David Partain

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Ep 33: Lessons Learned from the Pandemic and Beyond – With Corey Hoffstein

During uncertain times, it’s critical that advisors remind and reinforce the value that they are providing to their clients.

In this episode, Laura Gregg welcomes Corey Hoffstein, Founder and Chief Investment Officer at Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds to advisor firms and institutional investors. Corey talks about how Newfound chose to lead with empathy when reaching out to their advisor clients during the pandemic. Communication is not one-size-fits-all – especially in trying times. He also shares the resources that Newfound has provided to advisors to help them through difficult client conversations.

In this episode, you will learn:

  • How empathy can deepen client relationships
  • Customizing communications to meet advisors preferences
  • The reasons advisors choose to work with external money managers
  • How to keep your clients focused on their long-term plan.
  • And more!

Listen now and discover the lessons financial advisors have learned during this pandemic that will help strengthen them today and tomorrow!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | Corey Hoffstein | Newfound Research

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Ep 32: Taking Behavioral Finance From Theory to Practice — With Jonathan Bernstein

How can advisors take behavioral finance from theory to practice and address not only client biases but perhaps some of their own biases as well?

Listen to this episode, as Laura Gregg and David Partain talk with Stringer Asset Management’s Jonathan Bernstein. 

Jonathan has a passion for identifying and understanding the behavioral financial issues that can influence the long-term performance of a portfolio. He shares specific processes that advisors can implement to help clients limit or avoid poor investing choices — enabling them a better chance of achieving their long-term goals. 

Listen to learn:

  • Ways to address and overcome herd mentality
  • Three things to acknowledge to keep clients on track
  • How advisors can discourage the fear of missing out (FOMO) in clients
  • Why implementing a tactical portfolio sleeve may make sense
  • And more!

Listen to learn how to put a well-designed process into place today! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Stringer Asset Management | Jonathan Bernstein| Ep 20: Coaching Clients in Volatile Times – With Morningstar’s Dr. Sarah Newcomb 

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Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan

Advisors, are you well-equipped with the knowledge and expertise you need to provide clients with the insurance guidance they need? 

In this episode, Laura Gregg and David Partain are joined by Rebecca Woan, Principal and Founder of Chartwell Insurance Services. Together, they discuss a range of risk management considerations. Rebecca highlights areas where high-net-worth clients may be at risk by being underinsured or by not having assets properly titled. Understanding the right questions to ask and a specialist to rely upon are critical in delivering a truly holistic wealth management experience.

In this episode, you will learn:

  • The value gained by partnering with a trusted insurance specialist
  • Areas where wealthy clients are often under-insured
  • When coverage for cyber risks and social media exposure is needed 
  • What parents need to know when gifting a car to their children
  • And more!

Tune in now and discover the value insurance discussions can bring to your planning!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Chartwell Insurance Services | Rebecca Woan

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Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips

Why have some advisory firms grown while others have stalled during the pandemic?

In this episode, Laura Gregg and David Partain discuss how advisors are gaining traction in the pandemic with Thrivos Consulting Founder Penny Phillips. Penny shares some timeless advice on prospecting, marketing and the urgent need to embrace change to build trust and nurture lasting client relationships.

In this episode, you will learn:

  • How Thrivos is helping advisors re-imagine their businesses
  • What it takes and why you need to be a relentless prospector
  • How and why to rethink your approach to getting client referrals
  • Tactics advisors are using to drive success
  • And more!

Tune in now to learn how you can nurture and grow your client relationships during the pandemic and beyond.

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Penny Phillips | Thrivos Consulting

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Ep 29: Marketing in the Age of Social Distancing – With Maribeth Kuzmeski, PhD.

Just because you can’t meet your clients face-to-face at this time doesn’t mean you can’t host extraordinary events and attract new leads.

In this episode, Laura Gregg and David Partain are joined by Dr. Maribeth Kuzmeski, PhD, President of Red Zone Marketing. Maribeth shares some insights from her recent advisor study on how financial advisors are navigating through the pandemic. She discusses the impact of the pandemic on how advisors do business and shares some actionable ideas for creating memorable client events and meetings and how to prospect in the pandemic.  

In this episode, you will learn:

  • How advisors are growing their businesses – stats from her latest research study
  • What needs to change when you shift to a virtual event
  • How to put your website to work for you – especially during uncertain times
  • Getting personal with prospects — virtually
  • And more!

Discover how the pandemic has changed marketing for financial advisors!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Red Zone Marketing

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Ep 28: Standing Out Among Advisors — with Devin Ekberg

In a crowded financial advisory space, how can you stand out?

To answer this question, Laura Gregg and David Partain welcome Devin Ekberg, chief learning officer and managing director of content development at Investments & Wealth Institute. 

Listen to hear about the research that the Investments & Wealth Institute conducted with Cerulli Associates on three key trends shaping the financial advice industry and testing advisors’ abilities to grow and drive practice profitability. 

In this episode, you will learn:

  • How to navigate in an increasingly fiduciary environment.
  • Ideas for maximizing human capital
  • The impact of an exceptional client experience
  • And more!

Tune in now to learn what steps you can take today to set yourself apart as a financial advisor!

Resources: FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain  | Contact Devin Ekberg | Investments & Wealth InstituteInvestments & Wealth Institute Research Reports

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Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer

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 communication with clients — especially during challenging times like these – and how the right mix can help you grow your business.

In this episode you’ll learn:

  • The value of quality over quantity when communicating with clients
  • How to balance technology with personal attention
  • Ways to think outside of the box when engaging clients
  • How client-advisor relationships impact advisors’ revenue and referrals
  • And more!

Join Laura, David, and Adam now to explore the value of meaningful communication with your clients!

FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain  | Emotomy | Northern Trust

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Ep 26: Why Now is the Right Time to Hire — With Fran Skinner

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 insight into how firms are recruiting during the pandemic and how leaders are deepening relationships with existing employees.

In this episode, you will learn:

  • Why leaders pursue top talent during times of uncertainty
  • The benefits of flexible work schedules
  • What managers can do to help employees who are feeling burdened during this crisis
  • Fran’s advice for managers who are not quite ready to hire
  • And more!

Tune in now to discover Fran’s strategies for maintaining and growing your practice with the right talent!

FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain  | AUM Partners | Now Is The Time To Pursue Top Talent

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Ep 25: Podcasting to Reach and Retain Clients in the Digital Age – With Matt Halloran

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 Gregg and David Partain chat with podcasting professional Matt Halloran of Top Advisor Marketing. Matt shares his expertise in podcasting and how his company is helping advisors find their voice using this medium — and how you can do the same.

In this episode, you’ll learn:

  • How advisors can leverage podcasting to attract and retain clients
  • Steps for starting your own podcast 
  • What you need to know about podcasting and compliance
  • And more!

Tune in now to learn about the power of podcasting and how you can harness it to rise above the noise!

FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain  | Top Advisor Marketing | A Complete Guide To Starting A Podcast

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Ep 24: Leadership and Diversity – With Shundrawn Thomas

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 Silence – in which he shares some of the experiences he has encountered as an African-American man in the hopes of giving a voice to the silent pain that many of our collective colleagues, friends and neighbors are currently experiencing.

In this episode, you will learn:

  • The importance of leading with compassion and authentic words
  • Ideas for finding diverse talent for your advisory firm
  • The significance of understanding unconscious bias
  • How equity is often far different than equality
  • And more!

Tune in now for actionable ways to support diversity, equity and inclusion in your organization.


FlexShares Exchange Traded Funds | Advisor Teams and Diversity Research | Contact Laura Gregg | Contact David Partain | Shundrawn Thomas on LinkedIn | Northern Trust Asset Management