The Flexible Advisor

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 automa

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 su

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 tra

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 owners

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

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 situ