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

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

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More
Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel Deane

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

By |

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More
Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

By |

FlexShares research continues to confirm that high-net-worth clients prefer advisors with a similar culture and gender and whom they feel will understand their unique needs.

In this episode, Laura Gregg and David Partain speak about the growing importance of women advisors with Jana Gregorek, Chief Growth Officer at Visionary Wealth Advisors. They discuss how firms can attract and better retain women advisors. 

In this episode, you will learn about:

  • The power of teaching financial literacy at an early age 
  • Breaking down barriers of entry to financial advisory for women 
  • Rethinking the idea of work/life balance 
  • How an advisory team can support retention of women in the industry
  • Enabling your team members to be their authentic selves at work
  • And more!

Listen to learn ways that your firm can recruit and retain women advisors!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Visionary Wealth Advisors  | Jana Gregorek | FlexShares Research Studies on Diversity

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More
Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®

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

By |

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!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Lauren Oschman | Vestia Personal Wealth Advisors | Episode 18: Serving Medical Professionals During COVID-19 – With Lauren Oschman

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.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More
Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®

Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®

By |

Is work getting the best of you? Do you wish you had more control over your life and time?

In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer. Patty helps financial advisors develop personalized systems to get more done in less time while clearing the brain clutter that blocks success through her firm Productivity Uncorked, LLC. 

Everyone has a vision of what life was supposed to look like but not everyone has made it happen. Patty shares actionable steps for creating efficiency with work space, email, time, and attention that can help free up time for the things that bring you joy. 

In this episode, you will learn:

  • Simple steps that can lead to more efficiency and less stress
  • The new look of business development
  • What’s behind the stress advisors are (still) feeling
  • Productivity coaching strategies that work
  • What to look out for if you are adopting a hybrid work schedule
  • And more!

Tune in to learn about Patty Kreamer’s tips for building and maintaining an efficient business so that you can spend more time on the what brings you joy! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Patty Kreamer | Productivity Uncorked | Productivity Quiz | Your Ideal Day | Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer | Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Archives

Categories

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.