The Flexible Advisor

The Flexible Advisor

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Ep 87: Take Your Passion To Work Today with Regina Huber

Posted November 25, 202200:31:20

How can your favorite pastime — running, cooking, travel… whatever — boost your performance, increase job satisfaction, build a stronger team...

Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin

Posted October 28, 202200:29:15

Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably...

Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD

Posted October 6, 202200:43:07

What are your clients not telling you? What could you do differently to earn greater trust? 

In this episode, Laura Gregg talks with Barnaby...

Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection

Posted September 24, 202200:40:43

Provide good numbers and exceptional service and you’ll have a satisfied client. Create a personal connection, and you may be surprised at the results. 

In...

Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian

Posted September 9, 202200:34:13

Most advisors recognize that, when it comes to making investment decisions, a client’s emotions can derail a plan.

Equipping yourself with...