The Flexible Advisor

EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow

It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated,...

Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon

Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding.

In this episode,...

Ep 90: Overcoming Adversity: GRIT As A Game Changer  — With Austin Hatch

It’s True: GRIT can be a game-changer. 

In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares...

Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg

What has changed in the advisor landscape? What are advisors doing differently?

In this episode, Laura Gregg and David Partain talk with Michelle...

Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion

Are you familiar with the SEC’s 206(4) proposal? Will you be compliant? 

In this episode, Laura Gregg and David Partain are joined by Paul...