The Flexible Advisor

Recent Episodes

Ep 82: Back to School — With Steve Schiestel, Director of Financial Planning at MSU

Posted August 26, 2022 • 00:38:33

Is your firm seeking new talent? Are you a student seeking a career in wealth management? Consider introducing yourself to the growing number of Financial...

Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara Provost

Posted August 16, 2022 • 00:23:51

Is this too much to ask?

Women just want advisors who recognize their concerns, appreciate their perspective, and respect their ability to make...

Ep 80: Virtual Hybrid Meetings, Actual Success – With Lauren Sergy

Posted July 15, 2022 • 00:34:36

Virtual meetings are one of the lasting impacts of Covid. While you may have mastered them when everyone was remote, now it’s time to master hybrid...

Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington

Posted June 17, 2022 • 00:30:47

What makes “The Ask” so awkward and even counterproductive?

FlexShares recently surveyed high-net-worth investors across the country to...

Ep 78: Expand Your ESG Investing Expertise — With Michael Young

Posted June 13, 2022 • 00:45:20

Understanding Environmental, Social, Governance (ESG) criteria points and how they relate to investment portfolios is critical for helping your clients...