The Flexible Advisor
By Laura Gregg and David Partain
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Laura Gregg and David Partain
Category: Management
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 1
Reviews: 0
Episodes: 105
Description
Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients. We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment. Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well. Visit our website to learn more: https://ntam.northerntrust.com/
| Episode | Date |
|---|---|
|
Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
|
May 03, 2024 |
|
Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
|
Apr 09, 2024 |
|
Ep 103: Meet Your New Intern: Generative AI – With John Prendergast
|
Jan 19, 2024 |
|
Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
|
Jan 05, 2024 |
|
Ep 101: Why Succession Planning Is Essential – With Linda Willis
|
Dec 08, 2023 |
|
Ep 100: What Have We Done?!
|
Oct 27, 2023 |
|
Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
|
Sep 22, 2023 |
|
Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
|
Sep 01, 2023 |
|
Ep 97: The Art of the Nudge – With Patrick Fagan
|
Aug 04, 2023 |
|
Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George
|
Jun 29, 2023 |
|
Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue
|
Jun 16, 2023 |
|
Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina
|
Apr 28, 2023 |
|
Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth
|
Mar 24, 2023 |
|
EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow
|
Mar 08, 2023 |
|
Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon
|
Mar 02, 2023 |
|
Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch
|
Feb 10, 2023 |
|
Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg
|
Jan 27, 2023 |
|
Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion
|
Jan 13, 2023 |
|
Ep 87: Take Your Passion To Work Today with Regina Huber
|
Nov 25, 2022 |
|
Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin
|
Oct 28, 2022 |
|
Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD
|
Oct 06, 2022 |
|
Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection
|
Sep 24, 2022 |
|
Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian
|
Sep 09, 2022 |
|
Ep 82: Back to School — With Steve Schiestel, Director of Financial Planning at MSU
|
Aug 26, 2022 |
|
Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara Provost
|
Aug 16, 2022 |
|
Ep 80: Virtual Hybrid Meetings, Actual Success – With Lauren Sergy
|
Jul 15, 2022 |
|
Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington
|
Jun 17, 2022 |
|
Ep 78: Expand Your ESG Investing Expertise — With Michael Young
|
Jun 13, 2022 |
|
Ep 77: “Hello, Ideal Client” — With Susan Danzig
|
Jun 03, 2022 |
|
Ep 76: Are Advisors Missing the Forest for the Trees? – Kiley Miller on Sustainable Investing
|
May 20, 2022 |
|
Ep 75: ESG Investing: “This is where people are” – With Jon Hale, Morningstar
|
Mar 29, 2022 |
|
Ep 74: What Makes a Healthy Workplace? – With Amy Dittman
|
Mar 11, 2022 |
|
Ep 73: Use ESG as a GPS Tool, Not a Moral Compass — With Jeff Gitterman
|
Feb 22, 2022 |
|
Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke
|
Feb 04, 2022 |
|
Ep 71: Are Your Clients “Really” Fine? With Julie Littlechild
|
Jan 21, 2022 |
|
Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer
|
Dec 15, 2021 |
|
Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy
|
Dec 13, 2021 |
|
Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael
|
Nov 23, 2021 |
|
Ep 67: GenX. They Need You. Now. – With Michael Labos
|
Nov 08, 2021 |
|
Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain
|
Oct 26, 2021 |
|
Ep 65: The Power of Transition Planning — With Ross Marino and Susan Bradley
|
Oct 04, 2021 |
|
Ep 64: Trends Shaping Wealth Management Today – With Mark Bruno
|
Sep 23, 2021 |
|
Ep 63: Empowering Women Through Difficult Transitions — With Stacy Francis
|
Sep 10, 2021 |
|
Ep 62: Developing and Retaining Next Gen Talent — With Yonhee Gordon
|
Aug 27, 2021 |
|
Ep 61: Four Pillars of DE&I from the CFP Board’s Center for Financial Planning – With D.A. Abrams
|
Aug 20, 2021 |
|
Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy Herbst
|
Aug 13, 2021 |
|
Ep 59: DE&I as a Strategic Imperative — With Connie Lindsey
|
Jul 30, 2021 |
|
Ep 58: Disrupting With Purpose — With Dana Wilson
|
Jul 23, 2021 |
|
Ep 57: Guiding Women Through Divorce – With Steph Wagner
|
Jul 09, 2021 |
|
Ep 56: Assess Before Building A Diversity & Inclusion Program – With Kemy Joseph, CEO of F.E.A.R.S Advantage
|
Jun 25, 2021 |
|
Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University
|
Jun 11, 2021 |
|
Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel Deane
|
Jun 01, 2021 |
|
Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors
|
May 25, 2021 |
|
Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®
|
May 14, 2021 |
|
Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®
|
Apr 29, 2021 |
|
Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen
|
Apr 16, 2021 |
|
Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael
|
Apr 08, 2021 |
|
Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer
|
Mar 30, 2021 |
|
Ep 47: Growing the Practice of Your Dreams — With Rita Robbins
|
Mar 19, 2021 |
|
Ep 46: The Race to Scalability — With Paul Binnion, Hanlon Investment Management
|
Mar 12, 2021 |
|
Ep 45: Women and Financial Wellness – With Heather Ettinger
|
Mar 04, 2021 |
|
Ep 44: The Benefits of Building a Purposeful Firm Culture – With Marie Dzanis, CIMA®
|
Feb 15, 2021 |
|
Ep 43: A New Look At Gender Stereotypes – With AnnMarie Pino and Susan Czochara
|
Feb 05, 2021 |
|
Ep 42: The Race To Scalability — With Noreen Beaman, President, Orion Advisor Solutions
|
Jan 22, 2021 |
|
Ep 41: Improve Your Business in 2021 through Tiny Habits — With Matt Anderson
|
Jan 12, 2021 |
|
Ep 40: How to Build High-Functioning Advisory Teams – With Fran Skinner
|
Dec 29, 2020 |
|
Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS
|
Dec 21, 2020 |
|
Ep 38: Seeking Diversity of Thought in Advisory Teams — With Abdur Nimeri, PhD.
|
Dec 11, 2020 |
|
Ep 37: It’s A Fit! Women and Advisory — With Laurie Barry
|
Dec 03, 2020 |
|
Ep 36: Break Your Money Silence — With Kathleen Burns Kingsbury
|
Nov 20, 2020 |
|
Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski
|
Nov 16, 2020 |
|
Ep 34: Breaking Through The Noise — with Christine Shaw
|
Nov 05, 2020 |
|
Ep 33: Lessons Learned from the Pandemic and Beyond – With Corey Hoffstein
|
Oct 30, 2020 |
|
Ep 32: Taking Behavioral Finance From Theory to Practice — With Jonathan Bernstein
|
Oct 21, 2020 |
|
Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan
|
Oct 12, 2020 |
|
Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips
|
Sep 30, 2020 |
|
Ep 29: Marketing in the Age of Social Distancing – With Maribeth Kuzmeski, PhD.
|
Sep 11, 2020 |
|
Ep 28: Standing Out Among Advisors — with Devin Ekberg
|
Aug 18, 2020 |
|
Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer
|
Jul 17, 2020 |
|
Ep 26: Why Now is the Right Time to Hire — With Fran Skinner
|
Jul 09, 2020 |
|
Ep 25: Podcasting to Reach and Retain Clients in the Digital Age – With Matt Halloran
|
Jun 24, 2020 |
|
Ep 24: Leadership and Diversity – With Shundrawn Thomas
|
Jun 17, 2020 |
|
Ep 23: Connecting People to Advisors of Color – With Dana Wilson
|
Jun 16, 2020 |
|
Ep 22: Partnering with Community Foundations to Strengthen Client Relationships in Uncertain Times – With Elena Pullen-Venema
|
Jun 12, 2020 |
|
Ep 21: Strategies for Advancing Racial Equity and Diversity – With Connie Lindsey
|
Jun 12, 2020 |
|
Ep 20: Coaching Clients in Volatile Times – With Morningstar’s Dr. Sarah Newcomb
|
Jun 02, 2020 |
|
Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington
|
Jun 02, 2020 |
|
Ep 18: Serving Medical Professionals During COVID-19 – With Lauren Oschman
|
May 15, 2020 |
|
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis – With Mark LaVoie
|
May 12, 2020 |
|
Ep 16: A Healthcare Analyst’s Views on the Progression of Coronavirus – With Erick Noensie
|
May 07, 2020 |
|
Ep 15: Medical Safety Considerations for Advisory Firms – With Dr. Ari Levy, MD, MBA
|
May 07, 2020 |
|
Ep 14: Planning for Re-Opening Your Office – With Kelli Cruz
|
May 07, 2020 |
|
Ep 13: Using Video to Guide Your Clients Through Uncertainty – With Laura Garfield and Fernando Ereneta
|
Apr 28, 2020 |
|
Ep 12: Better Client Communication Through Technology – Stronger Every Day in 15 Minutes
|
Apr 27, 2020 |
|
Ep 11: Raising Awareness of Financial Planning in Diverse Communities – With Malcolm Ethridge
|
Apr 25, 2020 |
|
Ep 10: Clients Don’t Want Another Email – Stronger Every Day in 15 Minutes
|
Apr 22, 2020 |
|
Ep 9: Now is the Time to Spend Marketing Dollars – With Malcolm Ethridge
|
Apr 21, 2020 |
|
Ep 8: An Advisor’s Guide to the CARES Act – With Susan Czochara and Lee Freitag
|
Apr 18, 2020 |
|
Ep 7: Ways to Manage and Inspire Newly Remote Teams – With Kelli Cruz
|
Apr 16, 2020 |
|
Ep 6 Rethink How to Win Executives – Part 3 of 3
|
Apr 16, 2020 |
|
Ep 5: Rethink How to Win Executives – Part 2 of 3
|
Apr 16, 2020 |
|
Ep 3: How to Prospect in Times of Crisis – With Susan Danzig
|
Apr 16, 2020 |
|
Ep 4: Rethink How to Win Executives – Part 1 of 3
|
Apr 16, 2020 |
|
Ep 1: Welcome to the Flexible Advisor
|
Apr 16, 2020 |
|
Ep2 : Special COVID-19 Update
|
Mar 25, 2020 |