The Flexible Advisor

The Flexible Advisor

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

Posted May 14, 202100:39:13

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...

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

Posted April 29, 202100:29:40

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...

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

Posted April 16, 202100:42:08

The Financial Planning Association (FPA) is taking action to drive change in our industry through both its NexGen and Pride Planners programs.  In...

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

Posted April 8, 202100:30:23

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...

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

Posted March 30, 202100:26:15

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...