The Flexible Advisor

By Laura Gregg and David Partain

Welcome to The Flexible Advisor podcast with Laura Gregg and David Partain from FlexShares Exchange Traded Funds. In this podcast we attempt to help financial advisors overcome the ever-increasing wave of information that comes their way. We break down overwhelming amounts of research and solutions into absorbable information so advisors can apply what they are learning to grow their practice. Join us as we strike up thought-provoking conversations with a variety of experts within the financial industry to decipher the ever increasing amount of research to help you build implementable solutions.

  1. 1.
    Ep 63: Empowering Women Through Difficult Transitions — With Stacy Francis
    30:22
  2. 2.
    Ep 62: Developing and Retaining Next Gen Talent — With Yonhee Gordon
    38:44
  3. 3.
    Ep 61: Four Pillars of DE&I from the CPF Board’s Center for Financial Planning – With D.A. Abrams
    27:24
  4. 4.
    Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy Herbst
    37:09
  5. 5.
    Ep 59: DE&I as a Strategic Imperative — With Connie Lindsey
    39:24
  6. 6.
    Ep 58: Disrupting With Purpose — With Dana Wilson
    30:46
  7. 7.
    Ep 57: Guiding Suddenly Single Women – With Steph Wagner
    36:26
  8. 8.
    Ep 56: Assess Before Building A Diversity & Inclusion Program – With Kemy Joseph, CEO of F.E.A.R.S Advantage
    40:43
  1. 9.
    Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University
    34:44
  2. 10.
    Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel Deane
    40:34
  3. 11.
    Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors
    41:51
  4. 12.
    Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®
    39:13
  5. 13.
    Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®
    29:40
  6. 14.
    Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen
    42:08
  7. 15.
    Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael
    30:22
  8. 16.
    Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer
    26:14
  9. 17.
    Ep 47: Growing the Practice of Your Dreams — With Rita Robbins
    27:02
  10. 18.
    Ep 46: The Race to Scalability — With Paul Binnion, Hanlon Investment Management
    32:32
  11. 19.
    Ep 45: Women and Financial Wellness – With Heather Ettinger
    38:45
  12. 20.
    Ep 44: The Benefits of Building a Purposeful Firm Culture – With Marie Dzanis, CIMA®
    37:19
  13. 21.
    Ep 43: A New Look At Gender Stereotypes – With AnnMarie Pino and Susan Czochara
    29:06
  14. 22.
    Ep 42: The Race To Scalability — With Noreen Beaman, President, Orion Advisor Solutions
    30:33
  15. 23.
    Ep 41: Improve Your Business in 2021 through Tiny Habits — With Matt Anderson
    25:56
  16. 24.
    Ep 40: How to Build High-Functioning Advisory Teams – With Fran Skinner
    32:15
  17. 25.
    Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS
    30:30
  18. 26.
    Ep 38: Seeking Diversity of Thought in Advisory Teams — With Abdur Nimeri, PhD.
    34:21
  19. 27.
    Ep 37: It’s A Fit! Women and Advisory — With Laurie Barry
    26:35
  20. 28.
    Ep 36: Break Your Money Silence — With Kathleen Burns Kingsbury
    28:25
  21. 29.
    Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski
    28:08
  22. 30.
    Ep 34: Breaking Through The Noise — with Christine Shaw
    29:08
  23. 31.
    Ep 33: Lessons Learned from the Pandemic and Beyond – With Corey Hoffstein
    26:09
  24. 32.
    Ep 32: Taking Behavioral Finance From Theory to Practice — With Jonathan Bernstein
    33:57
  25. 33.
    Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan
    28:21
  26. 34.
    Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips
    37:38
  27. 35.
    Ep 29: Marketing in the Age of Social Distancing – With Maribeth Kuzmeski, PhD.
    30:39
  28. 36.
    Ep 28: Standing Out Among Advisors — with Devin Ekberg
    31:32
  29. 37.
    Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer
    35:29
  30. 38.
    Ep 26: Why Now is the Right Time to Hire — With Fran Skinner
    38:05
  31. 39.
    Ep 25: Podcasting to Reach and Retain Clients in the Digital Age – With Matt Halloran
    25:54
  32. 40.
    Ep 24: Leadership and Diversity – With Shundrawn Thomas
    33:01
  33. 41.
    Ep 23: Connecting People to Advisors of Color – With Dana Wilson
    27:35
  34. 42.
    Ep 22: Partnering with Community Foundations to Strengthen Client Relationships in Uncertain Times – With Elena Pullen-Venema
    30:30
  35. 43.
    Ep 21: Strategies for Advancing Racial Equity and Diversity – With Connie Lindsey
    28:19
  36. 44.
    Ep 20: Coaching Clients in Volatile Times – With Morningstar’s Dr. Sarah Newcomb
    37:28
  37. 45.
    Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington
    31:30
  38. 46.
    Ep 18: Serving Medical Professionals During COVID-19 – With Lauren Oschman
    36:15
  39. 47.
    Ep 17: How to Manage Your PR and Client Communications in Times of Crisis – With Mark LaVoie
    20:21
  40. 48.
    Ep 16: A Healthcare Analyst’s Views on the Progression of Coronavirus – With Erick Noensie
    17:38
  41. 49.
    Ep 15: Medical Safety Considerations for Advisory Firms – With Dr. Ari Levy, MD, MBA
    31:14
  42. 50.
    Ep 14: Planning for Re-Opening Your Office – With Kelli Cruz
    31:20

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