Tag: Mutual Funds

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Ep 9: Now is the Time to Spend Marketing Dollars – With Malcolm Ethridge

Ep 9: Now is the Time to Spend Marketing Dollars – With Malcolm Ethridge

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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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Ep 8: An Advisor’s Guide to the CARES Act – With Susan Czochara and Lee Freitag

Ep 8: An Advisor’s Guide to the CARES Act – With Susan Czochara and Lee Freitag

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The recently enacted Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a stimulus package that offers Americans a bridge to short-term financial survival. 

In this episode, Laura Gregg and David Partain are joined by Susan Czochara and Lee Freitag from Northern Trust Asset Management to walk you through the CARES Act. They discuss the provisions that are aimed at providing relief for retirement investors’ short-term funding needs, plus the options that are available to individuals, families, and small businesses during the COVID-19 crisis.

In this episode, you will learn:

  • What the CARES Act is
  • How the CARES Act might affect IRA contributions and distributions
  • About the Paycheck Protection Program for small businesses
  • How advisors can help investors balance the need to support short-term funding needs versus remaining focused on long-term investment goals
  • And more!

Tune in now for insights on the CARE Act.

Resources:

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

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Ep 7: Ways to Manage and Inspire Newly Remote Teams – With Kelli Cruz

Ep 7: Ways to Manage and Inspire Newly Remote Teams – With Kelli Cruz

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Could you use some tried-and-true advice to help your team adapt to remote work?

In this episode, Laura Gregg is joined by Kelli Cruz of Cruz Consulting Group. They discuss how to engage, manage, and inspire your team while working remotely and how to set up your advisory practice for growth that can continue outside of the COVID-19 crisis.

In this episode, you will learn:

  • Why some firms have had a smooth transition to remote work
  • Ideas for implementing a digital open-door policy for your team
  • Tips for keeping the social aspect of your workplace alive
  • Why some advisors are using this time to address their firm’s capacity issues
  • And more!

Tune in now to learn how to serve your newly remote employees and nurture a positive work culture.

Resources:  FlexShares Exchange Traded Funds | Contact Laura Gregg | Contact David Partain
| Cruz Consulting Group | Kelli Cruz on LinkedIn 

 

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Ep 6 Rethink How to Win Executives – Part 3 of 3

Ep 6 Rethink How to Win Executives – Part 3 of 3

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Are your assumptions about high-net-worth (HNW) male and female primary breadwinners hurting your bottom line?

In this final episode of the mini-series, Laura Gregg and David Partain of FlexShares Exchange Traded Funds bust advisors’ gender assumptions about executive investors. Together, they urge advisors to reconsider the assumptions that they may be making about their executive and professional clients.

In this episode, you will learn:

  • Techniques and considerations for working with couples
  • Why it’s important to consider risk appetite in terms of dollars, not percentages
  • What advisors have to lose if they don’t change their approach 
  • And more!

Tune in now and learn how to give your approach to working with HNW investors an overhaul. 

Resources:  FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” |
Contact Laura Gregg | Contact David Partain | The Integrated Core Approach to ESG

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Ep 5: Rethink How to Win Executives – Part 2 of 3

Ep 5: Rethink How to Win Executives – Part 2 of 3

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It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women. 

In part two of our mini-series, the conversation continues with Laura Gregg and David Partain of FlexShares Exchange Traded Funds as they dig deeper into the unexpected findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of men and women HNW investors that are true departures from gender stereotypes. 

In this episode, you will learn:

  • Surprisingly, who the more conservative investor is
  • Which gender considers themselves to be “experts” in investing
  • How vastly different financial goals are between the genders
  • What these HNW primary breadwinners really want from their advisor services
  • And more!

Tune in to hear what the findings reveal about the behaviors of HNW primary breadwinner men versus women. 

Resources:  FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” | Contact Laura Gregg | Contact David Partain

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Ep 4: Rethink How to Win Executives – Part 1 of 3

Ep 4: Rethink How to Win Executives – Part 1 of 3

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Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach. 

In this episode, Laura Gregg and David Partain of FlexShares Exchange Traded Funds talk about the remarkable findings from their study, which reveals that HNW earners don’t fit the mold of traditional gender stereotypes. This is a conversation that examines advisors’ assumptions and opportunities for them to make changes that will cultivate lasting client relationships.

In this episode, you will learn:

  • What prompted FlexShares to invest in this study
  • How the results can help advisors rethink how they serve HNW clients
  • Which gender stereotypes and assumptions were called into question by the results
  • And more!

Tune in now and discover how HNW primary breadwinners are defying traditional gender stereotypes.

Resources:  FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” | Contact Laura Gregg | Contact David Partain

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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.