The Flexible Advisor

Recent Episodes

Ep 8: An Advisor’s Guide to the CARES Act – With Susan Czochara and Lee Freitag

Posted April 17, 2020 • 00:27:08

The recently enacted Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a stimulus package that offers Americans a bridge to short-term...

Ep 7: Ways to Manage and Inspire Newly Remote Teams – With Kelli Cruz

Posted April 16, 2020 • 00:33:50

Could you use some tried-and-true advice to help your team adapt to remote work? In this episode, Laura Gregg is joined by Kelli Cruz of Cruz Consulting...

Ep 6 Rethink How to Win Executives – Part 3 of 3

Posted April 16, 2020 • 00:33:25

Are your assumptions about high-net-worth (HNW) male and female primary breadwinners hurting your bottom line? In this final episode of the mini-series,...

Ep 5: Rethink How to Win Executives – Part 2 of 3

Posted April 16, 2020 • 00:35:35

It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women. In part two of our mini-series,...

Ep 4: Rethink How to Win Executives – Part 1 of 3

Posted April 16, 2020 • 00:27:38

Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in...