105 episodes
The Flexible Advisor Laura Gregg and David Partain
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- Business
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5.0 • 3 Ratings
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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt.
Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients.
We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment.
Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well.
Visit our website to learn more: Northern Trust Asset Management - https://ntam.northerntrust.com/united-states/financial-professional
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Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy … Read More Read More
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Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
The emerging generation of adults — particularly family business owners — are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Basedon personal experience running her own enterprising family office and finding her joy andpurpose in consulting with rising gen people like herself. Nike identifies … Read More Read More
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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
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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
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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
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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