79 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 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington

    Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington

    What makes “The Ask” so awkward and even counterproductive?  FlexShares recently surveyed high-net-worth investors across the country to better understand what drives their decision to allocate assets to and among advisors. The results are in, and they provide some valuable insight.  In this episode, Laura Gregg and David Partain talk with Beverly Flaxington, Human Behavior … Continue reading Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington →

    • 30 min
    Ep 78: Expand Your ESG Investing Expertise — With Michael Young

    Ep 78: Expand Your ESG Investing Expertise — With Michael Young

    Understanding Environmental, Social, Governance (ESG) criteria points and how they relate to investment portfolios is critical for helping your clients navigate ESG issues. In this episode, Laura Gregg and David Partain talk with Michael Young, Manager of Educational Programs at US SIF: The Forum for Sustainable and Responsible Investment. They discuss ESG investing and how … Continue reading Ep 78: Expand Your ESG Investing Expertise — With Michael Young →

    • 45 min
    Ep 77: “Hello, Ideal Client” — With Susan Danzig

    Ep 77: “Hello, Ideal Client” — With Susan Danzig

    In this marketplace, personalized service is what separates a financial advisor from an app. Knowing your ‘niche’ and your Ideal Client may be the key to a more prosperous —and satisfying — practice.  In this episode, Susan Danzig, a Certified Business Development Coach for financial advisors, joins David Partain to discuss the ‘why’ and ‘how’ … Continue reading Ep 77: “Hello, Ideal Client” — With Susan Danzig →

    • 21 min
    Ep 76: Are Advisors Missing the Forest for the Trees? – Kiley Miller on Sustainable Investing

    Ep 76: Are Advisors Missing the Forest for the Trees? – Kiley Miller on Sustainable Investing

    As sustainable investing grows in popularity, so do the misconceptions about its framework. In this episode, Laura Gregg and David Partain speak with Kiley Miller, Director of ESG Investment Solutions at Envestnet. Kiley is a passionate leader in the ESG investment space. She shares how she is working to help advisors better understand underlying value … Continue reading Ep 76: Are Advisors Missing the Forest for the Trees? – Kiley Miller on Sustainable Investing →

    • 39 min
    Ep 75: ESG Investing: “This is where people are” – With Jon Hale, Morningstar

    Ep 75: ESG Investing: “This is where people are” – With Jon Hale, Morningstar

    Workers and consumers are holding businesses to higher standards. Why wouldn’t investors do the same?  As awareness of environmental, social and governance issues grows, more people are saying ‘I want an investment that’s going to help me reach my financial goals, but I’d like the more sustainable version, please’. In this episode, Laura Gregg and … Continue reading Ep 75: ESG Investing: “This is where people are” – With Jon Hale, Morningstar →

    • 42 min
    Ep 74: What Makes a Healthy Workplace? – With Amy Dittman

    Ep 74: What Makes a Healthy Workplace? – With Amy Dittman

    A supportive work environment can improve performance, job satisfaction, and even client experience. Sometimes a little thing –– a better desk set-up, stepping away from the screen, or a confidential conversation — can make a surprisingly big difference. In this episode, Laura Gregg and David Partain talk with Amy Dittman, a Health Promotion Specialist working … Continue reading Ep 74: What Makes a Healthy Workplace? – With Amy Dittman →

    • 42 min

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