The Flexible Advisor

The Flexible Advisor

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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt.

Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate today’s most pertinent topics and new approaches for financial professionals seeking to be better guides and partners for their clients.

We’re committed to bringing you the kind of insight you need to conduct a relevant and growing advisory practice in today’s environment.

Together, let’s help your clients address their evolving concerns, and build productive, long-term relationships with a new generation of clients as well.

Visit our website to learn more: Northern Trust Asset Management – https://ntam.northerntrust.com/united-states/financial-professional

Recent Episodes

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

    3 months ago
  • Healthcare And Financial Planning – With Christine Simone (Ep. 106)

    5 months ago
  • Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)

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

    8 months ago
  • Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

    10 months ago
  • Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.

    11 months ago
  • Ep 101:  Why Succession Planning Is Essential – With Linda Willis

    12 months ago
  • Ep 100:  What Have We Done?!

    1 year ago
  • Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag

    1 year ago
  • Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig

    1 year ago