The Flexible Advisor

Generative AI in Finance – With Darren Tedesco (Ep. 107)

How can financial advisors embrace generative AI?

Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President...

Healthcare And Financial Planning – With Christine Simone (Ep. 106)

Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations,...

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

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...

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

The emerging generation of adults — particularly family business owners — are grappling
with challenges and responsibilities their parents...

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

How generative AI could transform your practice.

In this episode, Laura Gregg and David Partain talk with John Prendergast, co-
founder...