The Flexible Advisor

Recent Episodes

Ep 67: GenX. They Need You. Now. – With Michael Labos

Posted November 8, 2021 • 00:21:36

They are misunderstood, neglected and in a precarious situation. Why are so many financial planners not actively engaging with Gen X? In this episode,...

Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain

Posted October 26, 2021 • 00:34:43

To have a beginning, we must also have an ending. Sometimes the ending is our choice, and sometimes it is thrust upon us. Elisa Spain is an Executive...

Ep 65: The Power of Transition Planning — With Ross Marino and Susan Bradley

Posted October 4, 2021 •

Life decisions made with urgency, short timeframes, and pressure will shape the next chapter of someone’s life. How can advisors help clients navigate...

Ep 64: Trends Shaping Wealth Management Today – With Mark Bruno

Posted September 23, 2021 • 00:35:12

Our world has changed dramatically over the past 18 months. The wealth management industry is no different. In this episode, Laura Gregg and David Partain...

Ep 63: Empowering Women Through Difficult Transitions — With Stacy Francis

Posted September 10, 2021 • 00:30:22

Many women experience major life transitions like divorce or widowhood. As an advisor, you can be a key support pillar for your clients by educating and...