The Flexible Advisor

Recent Episodes

Ep 28: Standing Out Among Advisors — with Devin Ekberg

Posted August 18, 2020 • 00:31:32

In a crowded financial advisory space, how can you stand out? To answer this question, Laura Gregg and David Partain welcome Devin Ekberg, chief learning...

Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer

Posted July 17, 2020 • 00:35:30

Advisors, have you checked in with your clients recently? Adam Boyer, Head of Business Development for Emotomy at Northern Trust joins Laura Gregg...

Ep 26: Why Now is the Right Time to Hire — With Fran Skinner

Posted July 9, 2020 • 00:38:05

While COVID-19 has sidelined hiring plans for many firms, many leaders are using this time to find top talent. Explore today’s hiring trends as Laura...

Ep 25: Podcasting to Reach and Retain Clients in the Digital Age – With Matt Halloran

Posted June 24, 2020 • 00:25:55

As the world becomes increasingly technology- and convenience-based, podcasting has risen as a new medium to showcase your voice and connect with your...

Ep 24: Leadership and Diversity – With Shundrawn Thomas

Posted June 17, 2020 • 00:33:01

There are specific actions that leaders must take if they’re serious about driving diversity, equity, and inclusion in their organization. Shundrawn...