The Search for an Advisor Like Me

Posted by Laura Gregg on May 26, 2020 8:00:00 AM

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

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Tags: Advisor Teams and Diversity Research

Back-to-Work Coronavirus Update with Dr. Ari Levy

Posted by FlexShares on May 22, 2020 9:48:11 AM

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

While there’s much that we’ve learned about the coronavirus over the past few months, it’s clear that there’s still a great deal that we don’t know. As the situation rapidly progresses, there often seems to be more questions about the virus than there are answers. To help us make sense of the latest developments, particularly as companies think about returning to work, we spoke with Dr. Ari Levy, MD, MBA, the Founder and CEO of SHIFT – a place for people looking for a transformative approach to healthcare delivery. Dr. Levy joined us on the Flexible Advisor podcast to discuss the current landscape for coronavirus testing, what creating a safe workspace could look like and how to maintain good overall personal health.

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Tags: Special COVID-19 Series, Stronger Every Day

#1: Inherent Value of Diversity

Posted by Laura Gregg on May 20, 2020 8:00:00 AM

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

The coming demographic shift

The client of the future doesn’t look, or act, like the client of the past, or in many aspects, the client of today. As people of all identities -- race, ethnicity, gender, sexual orientations, family status, and more -- overcome historical barriers to access economic opportunities, financial advisors aiming to stay competitive may want to find ways to help a broader range of clients build wealth. 

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Tags: Advisor Teams and Diversity Research

Back to Work Considerations for Advisory Firms

Posted by FlexShares on May 18, 2020 4:25:23 PM

As states begin to slowly lift restrictions surrounding COVID-19, advisory firms are faced with a daunting question – what does the return to work look like? Now that we’ve mastered the art of working from home, how do we approach the next major hurdle of going back? While the future remains uncertain, it’s important to begin these discussions and start putting an office resiliency plan in place.

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Tags: Special COVID-19 Series, Stronger Every Day

Roth Conversion: A Silver Lining During Market Declines

Posted by Laura Gregg on Apr 23, 2020 2:23:58 PM

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

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Tags: Special COVID-19 Series, Stronger Every Day

Building Your COVID-19 Content Marketing Plan

Posted by Laura Gregg on Apr 22, 2020 5:04:22 PM

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

This is the third 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 volatile market and coming out stronger on the other side.

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Tags: Special COVID-19 Series, Stronger Every Day

Three Keys to Optimizing Your Business During COVID-19

Posted by Laura Gregg on Apr 17, 2020 12:00:00 PM

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

This is the first 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: Special COVID-19 Series, Stronger Every Day

Clients don’t want another email. They want to hear your voice.

Posted by Laura Gregg on Apr 6, 2020 5:03:17 PM

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

I hope you are well. I hope your loved ones are well. And I hope your employees and clients are well.

Have you been proactively asking your clients how they are doing personally? Proactive communication has never been more important.

I recently spoke with an industry consultant who shared that many of her advisor clients proudly told her they had their clients ‘trained.’ She said the advisors told her that their clients know not to call when the markets sour because they know their advisor has it under control. When she told me this I gasped. If there ever was a correct time to be speaking personally to clients, it is right now!

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Tags: Special COVID-19 Series, Stronger Every Day

Five Things Advisors Can Do to Help Themselves and Clients Manage Through COVID-19

Posted by Laura Gregg on Mar 30, 2020 2:11:14 PM

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

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Tags: Special COVID-19 Series, Stronger Every Day

Compassion and Gratitude Will Pull Us Through Podcast

Posted by FlexShares on Mar 25, 2020 6:15:43 PM

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