The Flexible Advisor

Recent Episodes

Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke

Posted February 4, 2022 • 00:29:07

Trying to accommodate a wide range of client needs may actually limit your practice’s growth, your effectiveness, and your satisfaction. Targeting...

Ep 71: Are Your Clients “Really” Fine? With Julie Littlechild

Posted January 21, 2022 • 00:25:04

The right questions elevate good service to actual engagement. They build trust, confirm your credibility and, most important, provide valuable information...

Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer

Posted December 15, 2021 • 00:33:19

Wow. That digital platform sure looks good. Sleek and sophisticated. Smart and fast. So intuitive, it anticipates your every need – some you didn’t...

Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy

Posted December 13, 2021 • 00:36:53

Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection....

Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael

Posted November 23, 2021 • 00:37:10

For many, the pandemic has triggered varying degrees of stress, anxiety and depression. Addressing it in the context of an advisor/client relationship...