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The Flexible Advisor

Laura Gregg and David Partain

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, convers... more

PublishesWeeklyEpisodes104Founded4 years ago
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BusinessCareersManagement

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Artwork for The Flexible Advisor

Latest Episodes

The emerging generation of adults — particularly family business owners — are grapplingwith challenges and responsibilities their parents did not. In this episode, Laura Gregg speakswith Nikè Anani, Director of Next Generation at Northern Trust Wealt... more

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20 days ago

How generative AI could transform your practice. more

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3 months ago

Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to tal... more

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4 months ago

Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages. more

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5 months ago

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Reviews

4.9 out of 5 stars from 18 ratings
  • Best Pod Ever 💯

    Favorite podcast out there, great stuff

    Apple Podcasts
    5
    AdvisorGuy123
    United States4 years ago

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