The Flexible Advisor

Ep 97: The Art of the Nudge – With Patrick Fagan

We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals...

Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client...

Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

Why pay a financial advisor for services available on a host of digital platforms?  Today’s clients expect more from a paid financial professional...

Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina

The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of...

Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process?

In...