The Flexible Advisor
by Laura Gregg and David Partain
August 20, 2024 1:21 am
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 agoHealthcare And Financial Planning – With Christine Simone (Ep. 106)
5 months agoTrust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
7 months agoHelping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
8 months agoEp 103: Meet Your New Intern: Generative AI – With John Prendergast
10 months agoEp 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
11 months agoEp 101: Why Succession Planning Is Essential – With Linda Willis
12 months agoEp 100: What Have We Done?!
1 year agoEp 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
1 year agoEp 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
1 year ago