FlexShares – The Flexible Advisor

Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

By The Flexible Advisor | June 29, 2023

The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.

Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.

Ryan discusses:

Why digitization and one-to-one planning and advice must co-exist
Mistaken assumptions about Millennial and GenZ investors
3 ways younger Investors think about money differently
Using tech to elevate the advisor/client experience
Key themes to drive acquisition and retention of next-gen clients
And more

Resources:

Connect With Ryan George:

Connect With Laura Gregg:

About Our Guest:

Ryan George is the Chief Marketing Officer at Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. He serves as the company’s “chief diplomat” evangelizing the company’s people, solutions and brand across the financial services and wealth management industry. As a member of the senior executive committee, Ryan collaborates with key stakeholders across Docupace to support the company’s growth, retention, and profitability objectives. Ryan has spent all of his career within the financial advice and investment space, previously serving many as Assistant Vice President of Marketing and Communications at 1st Global.

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Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina

By The Flexible Advisor | April 28, 2023

The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations.

In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David Partain about this demographic, and why advisors should recognize and rethink some long-standing biases and assumptions.

Pamela discusses:

How unconscious biases can undermine client conversations, particularly with women
Rephrasing discovery questions for more productive conversations
Key considerations when estate planning for clients without children
And more

Resources:

Connect With Pamela Lucina:

Pamela Lucina’s LinkedIn

Connect With Laura Gregg:

Connect With David Partain:

About Our Guest:

Pamela Lucina is the President of The Northern Trust Institute, Chief Fiduciary Officer and Trust & Advisory Practice Executive. She leads a national team of trust and estate professionals to help clients achieve their goals through the use of world-class tools and techniques, with an eye toward the human element of wealth and family dynamics. She is a recognized leader and speaker within the trust and estate legal community and a strong advocate for women in the industry.

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Ep 67: GenX. They Need You. Now. – With Michael Labos

By The Flexible Advisor | November 8, 2021

They are misunderstood, neglected and in a precarious situation. Why are so many financial planners not actively engaging with Gen X?

In this episode, Laura Gregg and David Partain talk with a champion of the Gen X investor. What issues are challenging this generation and why should advisors pay attention? Michael Labos CFP®, CCFS®, and Principal at Gen X Wealth Partners, shares his passion for understanding the values, goals and behaviors of Gen X, and what they urgently need from you.

Michael discusses:

The Gen X need and opportunity
Why you have to use the “B” word
Navigating the college planning process
And more

Resources:

Connect With Michael Labos:

Connect With Laura Gregg:

Connect With David Partain:

About Our Guest:

Michael Labos is the principal at Gen X Wealth Partners and has more than 15 years of experience in the financial service industry. He understands that investing is more than just focusing on risks and return – it’s about your values, goals, beliefs, and a voice wanting to be heard. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Michael helps analyze every aspect of his clients’ financial lives. This includes assets, liabilities and cash flow budgeting, current insurance coverages, and investments.

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Ep 64: Trends Shaping Wealth Management Today – With Mark Bruno

By The Flexible Advisor | September 23, 2021

Our world has changed dramatically over the past 18 months. The wealth management industry is no different.

In this episode, Laura Gregg and David Partain talk with Mark Bruno, Managing Director of Wealth Management at Informa Connect. Mark talks about his new role in expanding and growing WealthManagement.com, Inside ETFs and Inside WealthStack. He also shares his insights into important industry trends and explains what advisors need to be doing to create an intentional strategy for growth.

Mark discusses:

Advisory M&A activity and the professional buyers driving it
How thoughtful firms are growing by design
The convergence of asset management and fintech
Why more access to wealth management helps everyone
The future of work for advisors and its impact for clients
Advisor compensation trends

Connect With Mark Bruno:

Connect With FlexShares:

About Our Guest:

Mark Bruno is Managing Director, Wealth Management, at Informa Connect. He is responsible for developing strategies that will enhance Informa Connect’s offerings for the wealth management community including media, events, and targeted business intelligence for financial advisors. Mark is focused on the expansion and growth of the firm’s media and event properties, which currently consist of WealthManagement.com, Inside ETFs and Inside WealthStack along with strategic partnerships.

Previously, Mark was a managing director with Echelon Partners, which is a leading investment banking and consulting firm to the wealth and investment management industry. While there, he specialized in helping wealth managers build strategic connections between people, performance and profitability. He focused on valuation, organizational design and assessment, compensation consulting, succession and continuity solutions.

Mark also spent 15 years at InvestmentNews where he launched the media firm’s content strategy studio, a dedicated marketing and custom content division and managed InvestmentNews Research.