18 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

    • Management

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.

    Serving Medical Professionals During COVID-19 –– With Lauren Oschman

    Serving Medical Professionals During COVID-19 –– With Lauren Oschman

    Doctors are experiencing financial uncertainty right now just like everyone else, despite their increased workload on the frontlines. In this episode, Laura Gregg and David Partain are joined by Lauren Oschman of Vestia Personal Wealth Advisors. Lauren talks about how she is adding value to doctors on the front line of the COVID-19 crisis and … Continue reading Serving Medical Professionals During COVID-19 –– With Lauren Oschman →

    • 36 min
    How to Manage Your PR Presence and Client Communications in Times of Crisis –– With Mark LaVoie

    How to Manage Your PR Presence and Client Communications in Times of Crisis –– With Mark LaVoie

    Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now?  In this episode, Laura Gregg and David Partain are joined by Mark LaVoie, vice president at Prosek Partners, to discuss communication strategies for advisors to adopt during the … Continue reading How to Manage Your PR Presence and Client Communications in Times of Crisis –– With Mark LaVoie →

    • 20 min
    A Healthcare Analyst’s Views on The Progression of Coronavirus – 15 Minute Conversation with Laura Gregg and Erick Noensie of Northern Trust

    A Healthcare Analyst’s Views on The Progression of Coronavirus – 15 Minute Conversation with Laura Gregg and Erick Noensie of Northern Trust

    This podcast conversation was recorded on April 29 and the data and material cited were as of that time.   Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose.  FlexShares is working hard to deliver a variety of resources for advisors under the banner of … Continue reading A Healthcare Analyst’s Views on The Progression of Coronavirus – 15 Minute Conversation with Laura Gregg and Erick Noensie of Northern Trust →

    • 17 min
    Medical Safety Considerations for Advisory Firms –– With Dr. Ari Levy, MD, MBA

    Medical Safety Considerations for Advisory Firms –– With Dr. Ari Levy, MD, MBA

    When advisors choose to return to the office, they must do it with an abundance of caution. In this episode, Laura Gregg is joined by Ari Levy, MD, MBA and the Founder and CEO of SHIFT – a place for people looking for a transformative approach to healthcare delivery.  Ari is a medical doctor, clinician … Continue reading Medical Safety Considerations for Advisory Firms –– With Dr. Ari Levy, MD, MBA →

    • 31 min
    Special Covid-19 Series: Planning for Re-Opening Your Office –– With Kelli Cruz

    Special Covid-19 Series: Planning for Re-Opening Your Office –– With Kelli Cruz

    With many states beginning to lift stay-at-home restrictions, you’ll want to create a plan for how and when to open your doors to employees and clients. Who should return to the office and when?  How will you create and maintain a safe office environment? Laura Gregg and David Partain, along with Kelli Cruz, the principal … Continue reading Special Covid-19 Series: Planning for Re-Opening Your Office –– With Kelli Cruz →

    • 31 min
    Special Covid-19 Series: Using Video To Guide Your Clients Through Uncertainty – With Laura Garfield and Fernando Ereneta

    Special Covid-19 Series: Using Video To Guide Your Clients Through Uncertainty – With Laura Garfield and Fernando Ereneta

    Welcome to The Flexible Advisor podcast! This is the show for financial advisors that digs into industry trends, investor preferences, and FlexShares’ proprietary advisor and investor research.  In this episode, Laura Gregg and David Partain welcome two special guests: Idea Decanter co-founder Laura Garfield and advisor Fernando Ereneta. Together, the four discuss how advisors can … Continue reading Special Covid-19 Series: Using Video To Guide Your Clients Through Uncertainty – With Laura Garfield and Fernando Ereneta →

    • 29 min

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