The Flexible Advisor

Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.

Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David...

Ep 101:  Why Succession Planning Is Essential – With Linda Willis

Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession...

Ep 100:  What Have We Done?!

As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the...

Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag

Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in...

Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig

Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice. 

In...