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Ep 3: How to Prospect in Times of Crisis – With Susan Danzig

Ep 3: How to Prospect in Times of Crisis – With Susan Danzig

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What are you doing to be of service not only to your clients but to their friends and family who are looking for direction and certainty?

In this episode, Laura Gregg and David Partain are joined by Susan Danzig, a consultant for financial advisors. Together, they delve into the impact that the current pandemic is having on financial advisors, how to approach prospecting, and what strategies advisors can use to grow their business and still succeed during these uncertain times.

In this episode, you will learn:

  • The importance of keeping clients updated
  • Why referrals need to be a priority
  • The necessity of using direct communication
  • Seven steps for supporting your business development
  • And more!

Tune in now to learn how to approach prospecting during a crisis like COVID-19. 

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

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Ep 1: Welcome to the Flexible Advisor

Ep 1: Welcome to the Flexible Advisor

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In this inaugural episode, we talk about why we launched the Flexible Advisor podcast and the content you can expect to receive. The series will focus on investor and advisor research and industry experts and your financial advisor peers will join us provide their insights as well.  

We are launching during the Coronavirus crisis so you’ll hear a mix of episodes – some that deal with the current turmoil and others that were recorded in advance of the downturn.  We believe all of the episodes will be relevant to you and your business and we hope you find the value – and some actionable ideas – in these podcasts. 

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

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Ep2 : Special COVID-19 Update

Ep2 : Special COVID-19 Update

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In this special episode, we let you know how we are responding to the COVID-19 situation and how advisors might consider supporting their staff and clients during this difficult time. As we continue to social distance in the coming weeks technology outages within your firm will become apparent. This is the time to begin building a digital roadmap for the future.

Tune in to learn steps you can take now to help prepare your firm for navigating through the other side of this pandemic and difficult market.

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

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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.