#FinancialServices – The Flexible Advisor

Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara Provost

By Robyn Walter | August 16, 2022

Is this too much to ask?

Women just want advisors who recognize their concerns, appreciate their perspective, and respect their ability to make smart choices.

Join Laura Gregg and David Partain as they talk with Dr. Barbara Provost, Founder of Purse Strings, LLC and an accomplished educational consultant to the banking and insurance industries. They discuss the often overlooked opportunity that exists with women and why faulty assumptions about women continue to be made by advisors.

Barbara explains why she founded Purse Strings and its mission to connect women
with top-tier professionals.

Barbara discusses:

How her work with the World Bank further ignited her passion to help women get
the wealth management experience they deserve
Why she created Purse Strings
The resources available to both investors and advisors at Purse Strings
And more

Resources:

Connect With Barbara Provost:

Connect With Laura Gregg:

Connect With David Partain:

About Our Guest:
Dr. Barbara Provost has 20+ years’ experience as an educational consultant to the banking and insurance industries. Over the years, she watched these male-dominated sectors consistently shape their sales messaging and resource development solely for target audiences of men, blatantly ignoring the $20 + Trillion in annual spending that women alone are responsible for. Barb took action in 2015
by launching Purse Strings, a company for and by women boasting a unique dual business model. Purse Strings features a new business development service introducing women who seek financial advice to service providers who understand their unique needs. They simultaneously offer a breadth of free educational resources designed to help every woman, whether they have a little money or a lot,
get smart and protect their financial future. Barb’s life motto is: be financially fearless.

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Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel Deane

By Robyn Walter | June 1, 2021

How do conversations with your prospects start? Is it about their needs or about your firm?

Samuel Deane, CEO of Deane Financial Partners, talks about his experience as an immigrant seeking the American dream and why taking a traditional wealth management path wasn’t a fit for him. At 25 he started his own firm focused on addressing the unique needs of Millennial tech executives. Samuel talks with Laura Gregg and David Partain about how he’s grown his firm through a laser focus on his ideal client and a robust content marketing program which has led to his insights being featured in major national media outlets.

In this episode, we cover:

How to narrow your target market
The power of educational content marketing
The importance of creating an intentional user experience
How Sam has succeeded with Millennial tech executives
Why it’s critical to understand your clients’ money stories
Sam’s candid views on why this industry isn’t inclusive
And more!

Tune in now to learn how targeted business and content marketing plans can help drive ideal clients to your firm!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Deane Financial | Samuel S. Deane

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Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®

By Robyn Walter | May 14, 2021

As vaccinations ramp up and offices are re-open, many firms are facing a dilemma:

Bring the entire staff back, create a hybrid team model or go fully virtual?

In this fourth episode of our Advisor Wellness series, Laura Gregg and David Partain speak with Lauren Oschman, CFP®, Partner, Chief Experience Officer and producing Advisor at Vestia Personal Wealth Advisors. They discuss the power of building an intentional firm culture that embraces flexibility in both work location and hours and how this ultimately can promote greater productivity while reducing stress for the team and its partners.

In this episode, you will learn:

The bold way Vestia is recruiting remote hires
Using remote/hybrid work models to help alleviate stress and build diversity
Why culture matters and how to build it virtually
How a virtual model has increased the retention of physician clients
Insights into how virtual engagement can actually deepen client relationships
Strategies to effectively onboard remote hires
And more!

Listen in now to discover how to create an optimal mix of virtual and in-office staff!

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. 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.