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

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