This type of client wants to consolidate assets. Learn how to gain their trust and wallet.
Understanding the Verifier The Verifier operates under the guiding principle of trust, but they also verify. They ...
Plot Twist! When a Woman’s Financial Story Takes a Sudden Turn
How to add value for women writing the next chapter of their lives. Change is inevitable. A solid financial plan ...
Blog / Advisor Teams and Diversity
Even Small Firms Can Recruit and Retain Diverse Talent
Here’s how—and why—to develop a team that’s built to succeed FlexShares’ late 2019 survey of advisors and their clients ...
No Time? Here's how to find some.
Patty Kreamer, CPO® joins FlexShares' Special Guest blog series to provide unique insights on the topic of managing ...
Conquering Stress: Why Women May Have an Advantage
A career in financial advice can be satisfying and rewarding in so many ways. In fact, FlexShares’ recent Advisor ...
How the Pandemic Reshaped Advisors’ ‘Normal’
As the number of vaccinated Americans continues to climb and the nation turns the corner on the pandemic, financial ...
What Advisors’ Dreams Are Made Of
Advisors may be quite content in their professional lives—but that doesn’t mean they don’t have wishes and dreams.
Blog / Advisor Teams and Diversity
Risky Business — What Advisors Need to Know About Women and Risk Tolerance
AnnMarie Pino joins FlexShares' Special Guest blog series to provide unique insights on the topic of women and ...
A Silver Lining for Advisors: The Surprising Benefits of The Pandemic
While the COVID-19 pandemic brought its share of hardship, it also resulted in some unexpected positives. Some are ...