103 episodes

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.

The Flexible Advisor Laura Gregg and David Partain

    • Business
    • 5.0 • 3 Ratings

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.

    Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

    Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

    How generative AI could transform your practice. In this episode, Laura Gregg and David Partain talk with John Prendergast, co-founder and CEO of Blueleaf. John puts the strengths (and shortcomings) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe managed. John discusses:● What generative AI is, how it evolved, and … Read More Read More

    • 45 min
    Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.

    Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.

    Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a secure retirement. Leaning … Read More Read More

    • 39 min
    Ep 101:  Why Succession Planning Is Essential – With Linda Willis

    Ep 101:  Why Succession Planning Is Essential – With Linda Willis

    Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages. In this episode, Laura Gregg and David Partain talk with Linda Willis, … Read More Read More

    • 22 min
    Ep 100:  What Have We Done?!

    Ep 100:  What Have We Done?!

    As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics. Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and planners  … Read More Read More

    • 28 min
    Ep 99: Assessing the impact of Secure Act 2.0 — With Lee Freitag

    Ep 99: Assessing the impact of Secure Act 2.0 — With Lee Freitag

    Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans. In this episode, Laura Gregg and David Partain are joined by Lee Freitag, practice lead of the Retirement Solutions Group at Northern Trust … Read More Read More

    • 26 min
    Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig

    Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig

    Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice.  In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are … Read More Read More

    • 30 min

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