The Pandemic May Change the Way Financial Advisors Operate Forever

Posted by David Partain on Jul 23, 2020 3:20:03 PM

By David Partain
Head of FlexShares Marketing

 

The global health crisis has forced business professionals across a myriad of industries to find new ways of doing business. But this goes beyond just developing new protocols or partnerships. It also involves how people connect with their customers. And nowhere is this more evident than within the financial investment industry, which this pandemic and its aftermath might change — for the better — forever.

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Tags: 2020 Special COVID-19 Series

Expect Wide Variety in the New Normal of the Future

Posted by Laura Gregg on Jul 14, 2020 11:35:13 AM

Forward by: Laura Hanichak Gregg 
Director of Practice Management and Advisor Research 
FlexShares Exchange Traded Funds

This is the fourth in a series of Special Guest posts designed to share ideas from industry consultants and financial advisors. The insights from these industry leaders, we believe, may be helpful as you consider next steps to managing through this crisis and coming out stronger on the other side. 

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Tags: 2020 Special COVID-19 Series, 2020 The Flexible Advisor Podcast

How to Engage Diverse Candidates

Posted by Laura Gregg on Jul 7, 2020 8:00:00 AM

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

Prior waves of corporate efforts toward diversity were infamous for how they mainly targeted language--or rather, what not to say. Today, in response to changing demographics and market forces, there is also increased scrutiny on pay equity, the full gamut of hiring practices, and even company marketing practices. And there is now more comprehensive accountability for communication issues.

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Tags: 2020 Advisor Teams and Diversity Research

Growth Initiatives for Firms: The Disconnect

Posted by Laura Gregg on Jun 30, 2020 8:00:00 AM

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

 

The number of high net worth investors among women, people of color, LGTBQ people and other historically marginalized identities is growing, along with the economic power of these groups to shape the landscape of financial advising.  

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Tags: 2020 Advisor Teams and Diversity Research

Coaching Clients in a Volatile Market

Posted by Laura Gregg on Jun 29, 2020 12:00:00 PM

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

 

How can financial advisors help clients manage their emotional response to recent market volatility without damaging their long-term plans? We posed that key question to Dr. Sarah Newcomb, director of behavioral science at Morningstar, in a recent episode of The Flexible Advisor podcast. Now more than ever, understanding the emotions that are driving your clients’ investment preferences is critical.

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Tags: 2020 The Flexible Advisor Podcast, 2020 Behavioral Finance

Build a More Diverse Practice Now

Posted by Laura Gregg on Jun 26, 2020 3:31:26 PM

David Partain, Head of FlexShares Marketing and Co-host of The Flexible Advisor Podcast

Laura Hanichak Gregg, Director of Practice Management and Advisor Research and Co-host of The Flexible Advisor Podcast

New research confirms diversity is essential to advisors’ future success.

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Tags: 2020 Advisor Teams and Diversity Research

Leading With Compassion and Driving Diversity

Posted by Laura Gregg on Jun 25, 2020 8:37:01 AM
By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

 

As our country continues to navigate momentous issues, from racial justice to LGBTQ rights, it’s time for business leaders to consider their role in driving change. In our latest episode of the Flexible Advisor Podcast, we were thrilled to welcome Shundrawn Thomas, President of Northern Trust Asset Management, to discuss his advice on how leaders can advance diversity, equity & inclusion (DE&I) in the workplace. Throughout his 16+ years at Northern Trust, Shundrawn has been an inspiration as an authentic leader fully committed to racial and gender equality through both his actions and his words.

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Tags: 2020 Advisor Teams and Diversity Research, 2020 Stronger Every Day, 2020 The Flexible Advisor Podcast

Lessons Learned: What Factors influence DE&I as Strategy

Posted by Laura Gregg on Jun 23, 2020 8:00:00 AM

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

 

To say progress on industry diversity continues to be slow might be an understatement, even when it comes to gender, one of the most popular areas targeted by diversity programs.

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Tags: 2020 Advisor Teams and Diversity Research

DE&I: The Team Approach

Posted by Laura Gregg on Jun 16, 2020 8:00:00 AM