The Flexible Advisor

Recent Episodes

Ep 13: Using Video to Guide Your Clients Through Uncertainty – With Laura Garfield and Fernando Ereneta

Posted April 28, 2020 • 00:29:03

Welcome to The Flexible Advisor podcast! This is the show for financial advisors that digs into industry trends, investor preferences, and FlexShares’...

Ep 12: Better Client Communication Through Technology – Stronger Every Day in 15 Minutes

Posted April 27, 2020 • 00:18:24

The Flexible Advisor Podcast Leveraging Technology To Improve Client Relationships – 15 Minute Conversation with Laura Gregg and David Partain Navigating...

Ep 11: Raising Awareness of Financial Planning in Diverse Communities – With Malcolm Ethridge

Posted April 25, 2020 • 00:32:28

Over the next 20 years, the U.S. is going to look much different than it does today. In fact, we’re already seeing more women, people of color, younger...

Ep 10: Clients Don’t Want Another Email – Stronger Every Day in 15 Minutes

Posted April 22, 2020 • 00:17:39

Navigating this health crisis and the financial volatility that goes along with it is like drinking from a fire hose. FlexShares is working hard to...

Ep 9: Now is the Time to Spend Marketing Dollars – With Malcolm Ethridge

Posted April 21, 2020 • 00:30:06

With markets in disarray, many investors are looking for help from financial advisors. While it may seem counterintuitive, now is the time to boost...