The Flexible Advisor

Recent Episodes

Ep 57: Guiding Women Through Divorce – With Steph Wagner

Posted July 9, 2021 • 00:36:27

While divorce rates have decreased over the last 20 years according to the U.S. Census Bureau, the rates of divorce among baby boomers are increasing....

Ep 56: Assess Before Building A Diversity & Inclusion Program – With Kemy Joseph, CEO of F.E.A.R.S Advantage

Posted June 25, 2021 • 00:40:44

“Assess before you make a mess,” is what Kemy Joseph, CEO and DEI Strategist at F.E.A.R.S. Advantage tells Laura Gregg and David Partain in this...

Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University

Posted June 11, 2021 • 00:34:44

What’s most important when choosing a financial planner? Does race and gender outweigh other characteristics like age, years of experience or levels...

Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel Deane

Posted June 1, 2021 • 00:40:34

How do conversations with your prospects start? Is it about their needs or about your firm? Samuel Deane, CEO of Deane Financial Partners, talks about...

Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

Posted May 25, 2021 • 00:41:52

FlexShares research continues to confirm that high-net-worth clients prefer advisors with a similar culture and gender and whom they feel will understand...