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Recent Episodes
Ep 23: Connecting People to Advisors of Color – With Dana Wilson
Investors prefer to work with financial professionals who they feel will understand them, according to a recent FlexShares study on diversity. How...
Ep 22: Partnering with Community Foundations to Strengthen Client Relationships in Uncertain Times – With Elena Pullen-Venema
Charitable giving is on the minds of many people, now more than ever. In this episode, Laura Gregg and David Partain are joined by Elena Pullen-Venema,...
Ep 21: Strategies for Advancing Racial Equity and Diversity – With Connie Lindsey
The worldwide protests calling for racial justice and equity have been a wake-up call for us all and the lack of diversity in the wealth management...
Ep 20: Coaching Clients in Volatile Times – With Morningstar’s Dr. Sarah Newcomb
How should you advise clients who are going into a fight, flight, or freeze response to the market volatility? In this episode, Laura Gregg and David...
Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington
The pandemic has altered our work style and the way we communicate. Many have come to rely on video conferencing and other digital tools to keep in...
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