The Flexible Advisor podcast
We believe that flexible advisors are successful advisors – they embrace change and are open to implementing adjustments that may help them create a better client experience and a more profitable business.
- In this podcast series we will dig into industry trends, investor preferences and advisor research we've conducted on a variety of topics.
- We'll invite advisors, investors and industry experts to join us to challenge industry assumptions and the status quo.
- Each episode will provide a new way to look at an important issue with some actionable takeaways to help you, your clients and your business