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The Voice of African Family Business identifies and addresses issues that are specific to the African continent and contribute to the progress on topics related to family business management, particularly on succession, family governance, next-generation development, and family communication. This podcast is hosted by African Family Firms("AFF"), a non-profit pan-African family business association, an association that champions the multi-generational success of African family business.
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The Flexible Advisor

Laura Gregg and David Partain

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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...
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You have a level of financial wealth in your life and are asking yourself "What now?" Join me in exploring the answers to that question. I am interviewing guests with particular insights, expertise or success around the 3 core areas of Wealth - Impact - Succession To find out more, visit https://janzenco.com/podcast Join the True Wealth Community Newsletter http://bit.ly/2lYPca9
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Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal. In this episode, Laura Gregg and David Partain talk with Christ…
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Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objec…
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The emerging generation of adults — particularly family business owners — are grappling with challenges and responsibilities their parents did not. In this episode, Laura Gregg speaks with Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Based on personal experience running her own enterprising family office and finding …
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Are you seeking the keys to creating lasting wealth and leaving a meaningful legacy? Delving into the depths of wealth creation and legacy building requires more than just financial acumen—it calls for a vision that transcends generations. The pursuit of lasting wealth isn't merely about accumulating assets; it's about crafting a narrative that lea…
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Are you ready to dive into a world of international tax planning, immigration and offshore wealth? If you're thinking of moving abroad, you should start planning early, consider potential risks and seek expert advice for a smooth transition of your business. Protect your assets and ensure financial stability while staying tax efficient, understand …
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How generative AI could transform your practice. In this episode, Laura Gregg and David Partain talk with John Prendergast, co- founder and CEO of Blueleaf. John puts the strengths (and shortcomings) of generative AI into context for advisors – and suggests how this “lazy intern” should be managed. John discusses: ● What generative AI is, how it ev…
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Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a s…
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As a parent, have you ever asked yourself if your teenagers are well equipped for their financial future as they are approaching the adult life? Have you ever wondered why schools do not provide any financial education? Do you feel overwhelmed and not well equipped to fill the gap? Well, you're not alone. In episode 27 of The True Wealth Project po…
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Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages. In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Manag…
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As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics. Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics conc…
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Imagine this: You've poured your heart and soul into building a successful business. You've navigated the highs and lows, celebrated victories, and weathered storms. Your company isn't just a source of income; it's your legacy, your pride, your life's work. And then, the time comes to part ways. It's a moment of profound significance, not just in f…
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Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans. In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solution…
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Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice. In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and…
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In today's fast-paced world, we often find ourselves chasing success and wealth, driven by societal expectations and external symbols of prosperity. The pressure to keep up with the Joneses can lead us astray from our true passions and values, leaving us feeling unfulfilled and disconnected from our genuine selves. Deep down, we know that true weal…
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We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships. In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific…
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The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors. Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changi…
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Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan. In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advic…
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The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations. In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David P…
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Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate … Read Mor…
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It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technol…
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Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding. In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at Kaysi Gordon Financial Planning, to talk about how she came to that decision, and the lessons she has learned that can benefit … Read More Read More…
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It’s True: GRIT can be a game-changer. In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares his inspiring journey and lessons that can help others respond to unexpected circumstances. Tune in for Austin’s powerful story and learn how the G.R.I.T. framework can help managers adapt to today’s challenges. Aus…
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What has changed in the advisor landscape? What are advisors doing differently? In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-runnin…
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Are you an entrepreneur who wants to positively impact the world? Do you feel that despite your success in business you haven’t found fulfilment and have doubts if you can actually leverage your wealth to make a massive difference? Do you believe that “doing good” and “making money” can’t exist together and that the only way you can contribute is b…
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Presenter: Mrs Sanelisiwe Bulelwa Siyotula-Tschappe (Nelson Mandela University, South Africa). Co-authored with Prof Elmarie Venter (Nelson Mandela University, South Africa) and Prof Dr Stefan Prigge (HSBA Hamburg School of Business Administration, Germany).By African Family Firms
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Are you familiar with the SEC’s 206(4) proposal? Will you be compliant? In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the intent and potential impact of the proposal. If you outsource certain investment functions or have been evaluating third-party service providers, join us to…
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Day 2, Session 1: Topic: The moderating influence of socioemotional wealth on the innovation choices and outputs of South African family businesses – A proposed conceptual model. Presenter: Prof Elmarie Venter and Mr William Aka Ndang (Nelson Mandela University, South Africa).By African Family Firms
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Are you a busy entrepreneur who struggles to maintain a healthy work/life balance?Maybe you feel like your family relationships are not what you want them to be because you don’t spend enough quality time with your loved ones.But does it have to be like that?Being successful in your business or having a higher position in a company is a great thing…
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How can your favorite pastime — running, cooking, travel… whatever — boost your performance, increase job satisfaction, build a stronger team culture? In this episode, Laura Gregg and David Partain speak with Regina Huber, the CEO and founder of Transform Your Performance, about the powerful connection between our hobbies and our professional lives…
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Day 1, Session 2: Topic: Family businesses and dynamic capabilities: A systematic literature review. Presenter: Mrs Angela Pike-Bowles (University of Fort Hare, South Africa); co-authored with Dr Juliet Puchert-Townes and Prof Willie Chinyamurindi (University of Fort Hare, South Africa).By African Family Firms
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Day 1, Session 1 : Topic: Strategic business values in indigenous Black South African family businesses. Presenter: Dr Welcome Kupangwa (Nelson Mandela University, South Africa); co-authored with Prof Shelley Farrington and Prof Elmarie Venter (Nelson Mandela University Family Business Unit, South Africa)…
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Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably vetting you (among others) to determine whether to contact you. Who are they seeing? In this episode, Laura Gregg and David Partain dive into the world of digital marketing and personal branding … Rea…
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