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Recent Episodes
Ep 3: How to Prospect in Times of Crisis – With Susan Danzig
What are you doing to be of service not only to your clients but to their friends and family who are looking for direction and certainty? In this episode,...
Ep 1: Welcome to the Flexible Advisor
In this inaugural episode, we talk about why we launched the Flexible Advisor podcast and the content you can expect to receive. The series will focus...
Ep2 : Special COVID-19 Update
In this special episode, we let you know how we are responding to the COVID-19 situation and how advisors might consider supporting their staff and...
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