The Flexible Advisor

Could you use some tried-and-true advice to help your team adapt to remote work? In this episode, Laura Gregg is joined by Kelli Cruz of Cruz Consulting Group. They discuss how to engage, manage, and inspire your team while working remotely and how to set up your advisory practice for growth that can continue outside of the COVID-19 crisis. In this episode, you will learn: Why some firms have had...

Are your assumptions about high-net-worth (HNW) male and female primary breadwinners hurting your bottom line? In this final episode of the mini-series, Laura Gregg and David Partain of FlexShares Exchange Traded Funds bust advisors’ gender assumptions about executive investors. Together, they urge advisors to reconsider the assumptions that they may be making about their executive and professiona...

It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women.  In part two of our mini-series, the conversation continues with Laura Gregg and David Partain of FlexShares Exchange Traded Funds as they dig deeper into the unexpected findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of...

What are you doing to be of service not only to your clients but to their friends and family who are looking for direction and certainty? In this episode, Laura Gregg and David Partain are joined by Susan Danzig, a consultant for financial advisors. Together, they delve into the impact that the current pandemic is having on financial advisors, how to approach prospecting, and what strategies advis...

Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach.  In this episode, Laura Gregg and David Partain of FlexShares Exchange Traded Funds talk...

In this inaugural episode, we talk about why we launched the Flexible Advisor podcast and the content you can expect to receive. The series will focus on investor and advisor research and industry experts and your financial advisor peers will join us provide their insights as well.   We are launching during the Coronavirus crisis so you’ll hear a mix of episodes – some that deal with the current t...

In this special episode, we let you know how we are responding to the COVID-19 situation and how advisors might consider supporting their staff and clients during this difficult time. As we continue to social distance in the coming weeks technology outages within your firm will become apparent. This is the time to begin building a digital roadmap for the future. Tune in to learn steps you can take...