52 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 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®

    Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®

    As vaccinations ramp up and offices are re-open, many firms are facing a dilemma:  Bring the entire staff back, create a hybrid team model or go fully virtual? In this fourth episode of our Advisor Wellness series, Laura Gregg and David Partain speak with Lauren Oschman, CFP®, Partner, Chief Experience Officer and producing Advisor at … Continue reading Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP® →

    Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®

    Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®

    Is work getting the best of you? Do you wish you had more control over your life and time? In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer. Patty helps financial advisors develop personalized systems to get more done in less time while clearing … Continue reading Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO® →

    Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen

    Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen

    The Financial Planning Association (FPA) is taking action to drive change in our industry through both its NexGen and Pride Planners programs.  In this episode, Laura Gregg and David Partain speak with FPA NexGen President Joey Stemmle about his new leadership role and what he hopes to accomplish. He also talks about the growth of … Continue reading Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen →

    Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael

    Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael

    Advisors are stressed, and female advisors report the higher levels of stress. But is that necessarily bad? This is the second in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In this episode we speak with Dr. Chloe Carmichael, … Continue reading Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael →

    Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer

    Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer

    As an advisor, you work hard to lessen your clients’ financial stress. But, how can you reduce and manage your own stress to prevent burnout?  This is the first in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In … Continue reading Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer →

    Ep 47: Growing the Practice of Your Dreams — With Rita Robbins

    Ep 47: Growing the Practice of Your Dreams — With Rita Robbins

    Build the business of your dreams while serving clients with integrity, creativity, and compassion! In this exciting episode, Laura Gregg and David Partain sit down with Rita Robbins, Founder of Affiliated Advisors. As one of the first women to launch an Super OSJ (Office of Supervisory Jurisdiction) and a consultant who leads more than 85 … Continue reading Ep 47: Growing the Practice of Your Dreams — With Rita Robbins →

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