At the dawn of the social media era, Belle Gibson became a pioneering wellness influencer - telling the world how she beat cancer with an alternative diet. Her bestselling cookbook and online app provided her success, respect, and a connection to the cancer-battling influencer she admired the most. But a curious journalist with a sick wife began asking questions that even those closest to Belle began to wonder. Was the online star faking her cancer and fooling the world? Kaitlyn Dever stars in the Netflix hit series Apple Cider Vinegar . Inspired by true events, the dramatized story follows Belle’s journey from self-styled wellness thought leader to disgraced con artist. It also explores themes of hope and acceptance - and how far we’ll go to maintain it. In this episode of You Can't Make This Up, host Rebecca Lavoie interviews executive producer Samantha Strauss. SPOILER ALERT! If you haven't watched Apple Cider Vinegar yet, make sure to add it to your watch-list before listening on. Listen to more from Netflix Podcasts .…
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: https://ntam.northerntrust.com/
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: https://ntam.northerntrust.com/
How can financial advisors embrace generative AI? Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients efficiently. However, data quality and compliance are significant concerns. Darren highlights AI’s current use in client communication and process automation, and its capacity to aid in making decisions that involve processing large amounts of data. Darren discusses: Overview of Advisor360°, a wealth tech company Generative AI’s impact on the financial services industry Findings of Advisor360°’s research study on AI Current use of AI in client communication and task automation The potential of AI to help advisors serve more households Challenges and compliance issues in adopting AI for advisors And more Resources: FlexShares Exchange Traded Funds Connected Wealth Data Hub | Advisor360° Connect With Darren Tedesco: Advisor360° Darren Tedesco’s LinkedIn Darren Tedesco’s blog posts on AI Connect With Laura Gregg: Email Connect With David Partain: Email About Our Guest: Darren Tedesco, President, Advisor360° Darren is one of Advisor360°’s founders and is responsible for guiding the vision of the platform, technology strategy, and company direction. Darren focuses on elevating the customer experience through the application of new technologies to solve client pain points. He has been part of the software development since its inception, bringing together the thinkers, creators, and visionaries that help power our clients’ productivity, profitability, and growth. Darren began his career at Commonwealth Financial Network in 1994, starting as a member of the finance team and transitioning to the company’s newly formed technology department in 2000 where he became Managing Principal of Innovation and Strategy. He regularly speaks at conferences and is often quoted in industry publications for his FinTech expertise in the financial advisor community. Darren received his MBA from Bryant University and a BS from the University of Connecticut.…
Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal. In this episode, Laura Gregg and David Partain talk with Christine Simone, CEO of Caribou Wealth, about the challenge of integrating healthcare costs into a holistic financial plan as well as new resources and support available to advisors. Christine discusses: The growing need to integrate healthcare into the planning process Optimizing key milestones to address clients’ evolving healthcare concerns Opportunities to engage the next generation in the healthcare conversation Healthcare planning as a differentiator in the advisory marketplace A new tool to identify optimal health insurance options And more Resources: Northern Trust Asset Management FlexShares Exchange Traded Funds WealthManagement.com’s Ten to Watch in 2024 Connect With Christine Simone: Caribou Wealth Christine Simone’s LinkedIn Connect With Laura Gregg: Email Connect With David Partain: Email About Our Guest: Although she’s years away from her own retirement, Christine Simone is obsessed with helping current and future retirees plan for and optimize their healthcare costs. She’s held notable leadership positions within the healthcare industry working with key stakeholders from payers to providers to the Department of Veterans Affairs. Now, Christine is the CEO of Caribou Wealth, a software solution for the finance industry.…
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 the objectives of a new, Rising Generation. Nikè discusses: Incorporating the values and the aspirations of both the grantor and the recipients in wealth transfer planning How you can help to empower Rising Generation clients The benefits of facilitating open, cross-generational communication Alternative trust structures that may better align with your clients’ evolving priorities And more Resources: FlexShares Exchange Traded Funds Northern Trust 2024 Wealth Planning Outlook – Rethink Tomorrow Northern Trust’s Statement of Intent Workbook Wealth 3.0 by James Grubman PhD, Dennis T. Jaffe PhD, and Kristin Keffeler MAPP Connect With Nikè Anani: Northern Trust Connect With Laura Gregg: Email – lg79@nrts.com Connect With David Partain: Email – dbp2@ntrs.com About Our Guest: Nikè Anani is the Director of Next Gen Advisory for Northern Trust Wealth Management. In her role, she prepares next-generation family members for the complexities of wealth ownership. Her personal experience as a second-generation owner and family office founder is the inspiration behind her passion for helping other next gens find their voice and become successful stewards. An accomplished speaker and author on wealth and values transfer strategies, Nikè is the host of “The Connected Generation” podcast and the author of “Lifetime to Legacy: A New Vision for Multigenerational Family Businesses.” Nikè earned an economics degree from University College London, is a chartered accountant, and has a certificate in Family Business and Family Wealth Advising from Family Firm Institute. She is a board member of YPO’s Global Family Business Networks, where she champions initiatives to support education and peer learning of the next generation.…
The emerging generation of adults — particularly family business owners — are grappling with challenges and responsibilities their parents did not. In this episode, Laura Gregg speaks with Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Based on personal experience running her own enterprising family office and finding her joy and purpose in consulting with rising gen people like herself. Nike identifies strategies you can use to help empower these clients for ownership and leadership roles. See how targeted communication can uncover key generational differences, deepen trust, and retain and grow assets. Nikè discusses: How the dynamics of her family helped her create the path she’s on today What differentiates “rising generation” from “next generation” The unique experiences and concerns facing the rising generation How to deepen trust with these clients to retain and grow assets Key aspects of a productive family meeting And more Resources: The Connected Generation with Nike Anani Lifetime to Legacy by Nikè Anani The Five Love Languages by Gary Chapman Northern Trust 2024 Wealth Planning Outlook – Rethink Tomorrow Connect With Nikè Anani: Northern Trust Email Connect With Laura Gregg: Email: lg79@ntrs.com Connect With David Partain: Email: dbp2@ntrs.com About Our Guest: Nikè Anani is the Director of Next Gen Advisory for Northern Trust Wealth Management. In her role, she prepares next-generation family members for the complexities of wealth ownership. Her personal experience as a second-generation owner and family office founder is the inspiration behind her passion for helping other next gens find their voice and become successful stewards. An accomplished speaker and author on wealth and values transfer strategies, Nikè is the host of “The Connected Generation” podcast and the author of “Lifetime to Legacy: A New Vision for Multigenerational Family Businesses.” Nikè earned an economics degree from University College London, is a chartered accountant, and has a certificate in Family Business and Family Wealth Advising from Family Firm Institute. She is a board member of YPO’s Global Family Business Networks, where she champions initiatives to support education and peer learning of the next generation.…
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) of generative AI into context for advisors – and suggests how this “lazy intern” should be managed. John discusses: ● What generative AI is, how it evolved, and what it’s capable of ● Some concerns and potential risks associated with generative AI in financial services ● Why advisors need to learn about generative AI before using it with clients ● And more Resources: ● FlexShares Exchange Traded Funds ● The Augmented Advisor ● How Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say About It ● The New York Times: Artificial Intelligence ● ChatGPT ● The Imitation Game Connect With John Prendergast: ● Blueleaf ● LinkedIn: John Prendergast Connect With Laura Gregg: ● lg79@nrts.com ● Laura Gregg’s LinkedIn Connect With David Partain: ● dbp2@ntrs.com ● David Partain’s LinkedIn About Our Guest: John Prendergast is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.…
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 into core tenets of behavioral investing, Sarah helps to clarify some of the psychological hurdles parents face in this situation and shares practical strategies to help advisors add value to the decision-making process. Listen in as Dr. Newcomb discusses: ● Common preconceptions that may not serve the client or the children. ● Key points that can shift the narrative in the advisor/client dialogue ● The importance of including the child in the college finance discussion ● The opportunity for parents to model financial problem-solving ● How behavioral investing concepts are becoming core competencies in the advisory industry ● And more Resources: FlexShares Exchange Traded Funds Ep 20: Coaching Clients in Volatile Times – With Morningstar’s Dr. Sarah Newcomb A Personal Note To All The Single Parents And Caretakers Trying To Make Ends Meet Wealth 3.0: The Future of Family Wealth Advising Connect With Sarah Newcomb: Thrive Financial Sarah Newcomb’s LinkedIn Connect With Laura Gregg: Email Laura Gregg’s LinkedIn Connect With David Partain: Email David Partain’s LinkedIn About Our Guest: Sarah Newcomb, Ph.D. is a behavioral economist and Founder of the Thrive Financial Empowerment Center. Through writing, speaking, and coaching, she teaches people of all stripes to build lives they love with the resources they have. As a subject matter expert, Dr. Newcomb has worked with corporate behavioral science teams at HelloWallet, Morningstar, and Edward Jones, where she helps financial advisors understand and respond to aspects of psychology that affect financial decisions. In all her roles, Sarah aims to adapt the findings of academic research to practical use in the financial lives of ordinary people, and to ground innovative approaches to financial advice in well-established psychological theory.…
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, founder and CEO of Career Management Advisors Consulting (CMA) about the importance of succession planning and how to start the process. Linda discusses key considerations, timeframes and the price of procrastination. Linda discusses: Why many advisors avoid actively creating their exit strategies The importance of an emergency exit strategy at every stage of a practice. How far in advance of your exit the planning should begin Starting the process And more Resources: FlexShares Exchange Traded Funds The Key to Gaining Wallet Share: Understanding How Clients Think Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig Connect With Linda Willis: Career Management Advisors Linda Willis’ LinkedIn Connect With Laura Gregg: Email Laura Gregg’s Linkedin Connect With David Partain: Email David Partain’s Linkedin About Our Guest: Linda Willis is a top-performing, outcome-driven financial services professional. With a proven track record of leading global financial services businesses, she has held senior positions at major financial institutions and distinguished herself as an astute business leader and tenacious and accomplished recruiter of top talent. A former securities litigator with experience in corporate and employment law, Linda built a business career at global investment firms as well as launched and scaled her own independent RIA. Linda’s experience across the landscape of the financial services industry, coupled with her proficiency as a skilled negotiator and over-all business manager, ensures superior results for clients seeking an M&A, succession or transition advisor. A graduate of Mercer University with a J.D., LAW, Linda has completed advanced educational and leadership programs at both Harvard University as well as the Wharton School at the University of Pennsylvania. Her thought leadership and insightful counsel provide CMA clients with a comprehensive and holistic engagement.…
As The Flexible Advisor marks its 100 th 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 planners In this episode, Laura, David, and Matt discuss: How The Flexible Advisor has come to be one of the top podcasts in the financial services industry. How COVID became an unlikely catalyst for the platform’s development Notable guests and topics And more! Resources: FlexShares Exchange Traded Funds Special Episode 18 – Serving Medical Professionals During COVID-19 –– With Lauren Oschman Episode 21- Strategies for Advancing Racial Equity and Diversity – With Connie Lindsey Episode 24- Leadership and Diversity –– With Shundrawn Thomas Episode 45- Women and Financial Wellness – With Heather Ettinger Episode 46- Why Advisors Should Consider Outsourcing Investment Management — With Paul Binnion Episode 48- How to Achieve Advisor Wellness and Prevent Burnout — With Dr. Jack Singer Episode 49- Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael Episode 55- Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University Episode 57- Guiding Suddenly Single Women – With Steph Wagner Episode 58- Disrupting With Purpose — With Dana Wilson Episode 62- Developing and Retaining Next Gen Talent — With Yonhee Gordon Episode 67- GenX. They Need You. Now. – With Michael Labos Episode 68- I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael Episode 73- Use ESG as a GPS Tool, Not a Moral Compass — With Jeff Gitterman Episode 75- ESG Investing: “This is where people are” – With Jon Hale Episode 84- Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection Episode 85- The New Rules Of Growing Wallet Shares With Barnaby Riedel, PhD Connect With Matt Halloran: Matt Halloran’s LinkedIn Matt Halloran’s Twitter ProudMouth PodRocket Influence Academy Connect With Laura Gregg: Email Laura Gregg’s Linkedin Connect With David Partain: Email David Partain’s Linkedin About Our Guest: Matt Halloran is a co-founder of ProudMouth , the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast , where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.…
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 Trust Asset Management to discuss how Secure Act 2.0 stands to benefit individuals as well as small plan sponsors and administrators. Lee discusses: Five key provisions addressing issues such as accessibility, portability, and penalty relief for emergency expenses. How Secure Act 2.0 helps individuals balance student loan debt and retirement plan contributions. The latest on the treatment of catch-up contributions Important provisions to help part-time workers access employer-sponsored retirement plans Penalty relief for distributions related to emergency expenses And more Resources: FlexShares Exchange Traded Funds Connect With Lee Freitag: LinkedIn: Lee Freitag Connect With Laura Gregg: Email LinkedIn: Laura Gregg Connect With David Partain: Email LinkedIn: David Partain About Our Guest: Lee Freitag is the Practice Lead of Retirement Solutions at Northern Trust Asset Management. He is responsible for the development and distribution of investment solutions and research content designed for the institutional and intermediary retirement markets And, as our regular listeners know, David and I have been conducting investor research for many years, but Lee, I think your tenure as a research leader may eclipse us! Lee is a return guest to The Flexible Advisor. He joined us early in the pandemic to speak about the Secure Act, so I’m thrilled he’s back to educate us on the revised legislation.…
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 and what you can provide. Susan discusses: The value of establishing a market niche in today’s environment How personal and corporate branding can work in tandem Using your personal interests to connect with your ideal clients Why taking stock of who you serve, how you stand out, and what you offer is an ongoing process And more Resources: FlexShares Exchange Traded Funds Financial Advisor Success Quiz Connect With Susan Danzig: LinkedIn: Susan Danzig Susan Danzig, LLC Connect With Laura Gregg: Email Laura Gregg’s Linkedin Connect With David Partain: Email David Partain’s Linkedin About Our Guest: Susan Danzig has been consulting with financial services professionals since 1997. She helps her clients understand and clarify their true value, define their specialization and create effective marketing strategies. Susan’s specialty is brand refinement, messaging and strategic marketing to enhance a business’s market value for growth and sale. Susan is a graduate of the University of Colorado in Boulder, a Certified Business Development Coach and a Certified Master Neuro Linguistic Programming Practitioner. A strong contributor to the financial services community, Susan has served as a National Board Member of the Financial Planning Association.…
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 Read More…
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 … Read More Read More…
Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan. In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advice and … Read More Read More…
The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations. In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David Partain about this demographic, and why … Read More Read More…
Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate … Read More Read More…
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