The Flexible Advisor

May 03 2024 4

The Flexible Advisor Podcast artwork

Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt.

Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients.

We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment.

Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well.

Visit our website to learn more: Northern Trust Asset Management - https://ntam.northerntrust.com/united-states/financial-professional

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Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)

May 03 2024 26 mins

Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy … Read More Read More

Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)

Apr 09 2024 35 mins

The emerging generation of adults — particularly family business owners — are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Basedon personal experience running her own enterprising family office and finding her joy andpurpose in consulting

Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

Jan 19 2024 45 mins

How generative AI could transform your practice. In this episode, Laura Gregg and David Partain talk with John Prendergast, co-founder and CEO of Blueleaf. John puts the strengths (and shortcomings) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe managed. John discusses:● What generative AI is, how it evolved, and … Read More Read

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

Jan 05 2024 39 mins

Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a secure retirement. Leaning … Re

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

Dec 08 2023 22 mins

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 should be considered in every stage of your business, it becomes critical in the later stages. In this episode, Laura Gregg and David Partain talk with Linda Willis, … Read More Read More

Ep 100: What Have We Done?!

Oct 27 2023 28 mins

As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics. Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics concerning financial advisors and pl

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

Sep 22 2023 26 mins

Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans. In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solutions Group at Northern … Read More

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

Sep 01 2023 30 mins

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 this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are … Read More Read More

Ep 97: The Art of the Nudge – With Patrick Fagan

Aug 04 2023 36 mins

We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships. In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific Officer at … Read More Re

Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

Jun 29 2023 29 mins

The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors. Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American …