71 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 71: Are Your Clients “Really” Fine? With Julie Littlechild

    Ep 71: Are Your Clients “Really” Fine? With Julie Littlechild

    The right questions elevate good service to actual engagement. They build trust, confirm your credibility and, most important, provide valuable information you won’t capture on a client questionnaire.  In this episode, Laura Gregg and David Partain speak to Julie Littlechild, Founder and CEO of Absolute Engagement. They discuss the importance of going beyond “How are … Continue reading Ep 71: Are Your Clients “Really” Fine? With Julie Littlechild →

    • 25 min
    Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer

    Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer

    Wow. That digital platform sure looks good. Sleek and sophisticated. Smart and fast.  So intuitive, it anticipates your every need – some you didn’t even know you have.  But will it help to enhance the client experience?  In this episode, Laura Gregg and David Partain talk with Adam Boyer, Head of Business Development at Emotomy. … Continue reading Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer →

    • 33 min
    Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy

    Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy

    Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection. What makes them stay? A satisfying personal connection. In this episode, Laura Gregg and David Partain talk with Barbara Healy, Partner and Senior Financial Planner at Allworth Financial, about creating personal relationships … Continue reading Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy →

    • 36 min
    Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael

    Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael

    For many, the pandemic has triggered varying degrees of stress, anxiety and depression. Addressing it in the context of an advisor/client relationship can be uncomfortable. What can you do when emotional health becomes part of the conversation?  In this episode, Laura Gregg and David Partain talk with Dr. Chloe Carmichael, a clinical psychologist whose focus … Continue reading Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael →

    • 37 min
    Ep 67: GenX. They Need You. Now. – With Michael Labos

    Ep 67: GenX. They Need You. Now. – With Michael Labos

    They are misunderstood, neglected and in a precarious situation. Why are so many financial planners not actively engaging with Gen X?  In this episode, Laura Gregg and David Partain talk with a champion of the Gen X investor. What issues are challenging this generation and why should advisors pay attention? Michael Labos CFP®, CCFS®, and … Continue reading Ep 67: GenX. They Need You. Now. – With Michael Labos →

    • 21 min
    Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain

    Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain

    To have a beginning, we must also have an ending. Sometimes the ending is our choice, and sometimes it is thrust upon us.  Elisa Spain is an Executive Life Coach and the creator of the You Pivot™ Program. She helps senior-level executives plan and create the next version of themselves whether in a new career … Continue reading Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain →

    • 34 min

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