The Resilient Advisor: Recent Episodes
Jay Coulter
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.
Rich Landi of BridgeMark Strategies joins Jay Coulter to explain the "feel, fit, financials" framework for advisor transitions. Learn why you must require a pro forma, how to validate technology and onboarding, and why culture and hands‑on operational support determine who thrives post-transition.
What listeners will learn
- How a pro forma reveals true net economics
- How to evaluate culture and leadership before moving
- What to test in technology demos and who should join them
- Why upfront checks tied to long notes can be dangerous
- Which operational supports drive advisor growth
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
Nathan Harness (Texas A&M) and Jay Coulter explore why hiring the next generation is the industry's biggest problem and how universities, internships, AI training, and intentional leadership can close the gap. Learn practical steps for designing internships, teaching EQ and sales skills, using AI safely, and creating operational systems that let advisors scale while keeping independence.
What listeners will learn:
- Why the university-to-firm talent pipeline matters and how academics prepare practice-ready students
- How to structure internships and externships as long-form culture interviews that convert to hires
- Ways to leverage AI and advisor-first tech to automate tasks while preserving human judgment
- Which behavioral skills—grit, EQ, and value-propositioning—predict long-term advisor success
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
In this episode of the Resilient Advisor Podcast, Jay Coulter speaks with Matt Hogan, Chief Investment Officer at Bitwise, about the rising importance of Bitcoin in investment portfolios. They discuss Bitcoin's unique value proposition, scarcity, and strategies for advisors looking to incorporate it into their practices.
Learn About: * The service model of Bitcoin and its implications for advisors * The significance of long-term holding periods for Bitcoin * Optimal rebalancing strategies to manage portfolio volatility * How technology enhances advisor independence and operational excellence
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. Discover more here.
Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through data, benchmarking, and strategic planning tools.
Together, we explore how RISR helps advisors enhance discovery, navigate business complexities, and engage in planning conversations that resonate with entrepreneurs. Whether you already serve business owners or aspire to, this discussion provides a clear roadmap for success.
RISR is gaining traction in the industry, with recent coverage highlighting how their innovative framework is transforming advisor impact and fostering business-owner wealth creation.
What You'll Learn:
- How to position your firm as the go-to advisor for business owners
- Why traditional financial planning often falls short for entrepreneurs
- The key elements of RISR's business-owner diagnostic framework
- Strategies for advisors to differentiate themselves with deeper operational and planning insights
- The future of advisor impact in the business-owner niche
- Actionable steps to grow your business-owner segment now
About RISR: RISR is a game-changing platform that enhances the value advisors provide to business-owner clients. With benchmarking tools, operational insights, and structured assessments, RISR equips advisors to facilitate the planning conversations entrepreneurs truly care about. Learn more at RISR.com.
Sponsored by the Titleist Advisor Network: Discover how Titleist can help you become a high-growth independent business owner while building equity in your business. Visit jointitleist.com.
#RISR #BusinessOwners #AdvisorGrowth #WealthManagement #RIA #FinancialAdvisors #YourBusinessYourWay
Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes.
What You'll Learn: * How money scripts shape client behavior * Strategies for engaging disconnected spouses * Supporting neurodivergent clients more effectively * Handling inheritance, privilege, and family expectations * The Boneparths' top breakthrough questions for clients
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. jointitleist.com
Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing.
In this episode:
- The mindset that removes fear from marketing
- Building a YouTube strategy around consistency
- Tools that make high-quality video simple
- Turning clients into lifelong fans
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, focus on one channel, and build scalable growth systems that convert trust into clients.
What You'll Learn:
- The least amount of marketing you need to grow
- How to pick your best-fit marketing channel
- Where advisor funnels break—and how to fix them
- Why clarity and focus outperform complexity
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
🎙️ What Does It Really Mean to Be Resilient?
Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits down with Tina Powell, Partner at Intentionly, industry thought leader, and cancer survivor. Together, they explore the true meaning of resilience when life challenges you beyond the realm of business and personal strength.
Tina shares her deeply personal journey of battling cancer while mentoring others and staying committed to her mission of empowering voices in the financial industry. Discover how she navigated this tough period and what it means to persevere when you feel like giving up.
In this episode, you'll learn about:
- Building resilience when life knocks you down
- How facing mortality can reshape your mission and priorities
- The intersection of leadership, vulnerability, and legacy
- Leading through crisis and finding purpose in pain
If you've ever faced a challenging season that tested your beliefs about yourself, this conversation will inspire you to recognize the strength within you.
🌟 Sponsor: Titleist Asset Management - Empowering advisors to become high-growth independent business owners. Build equity in your business for your future. Learn more.
Don't forget to subscribe and leave a review!
#YourBusinessYourWay #Resilience #Podcast #Inspiration
Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically.
What You'll Learn:
- Why most firms overestimate organic growth
- How AI helps identify high-propensity prospects
- The importance of niche and focus in scaling
- Ways to humanize automated outreach
- How Finny empowers advisors to grow efficiently
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence through operational excellence, AI-enabled innovation, and long-term freedom.
Coulter discusses the firm's evolution from aggregator to enterprise, the role of the TAM360 Platform, and why staying private-equity-free matters for advisors who want to build equity in their own business.
You'll Learn:
- The Enterprise RIA model — and how it differs from traditional aggregators
- How AI and human service combine inside the TAM360 Platform
- The cultural principles guiding Titleist's growth
- How to evaluate firms for true independence and transparency
🎧 Listen and learn how to build a firm that lasts — serving 20,000 families and empowering 100 advisors to own their future.
Learn more: JoinTitleist.com
AI and Advisor Growth with Jason Wenk
At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement we need to break down!
Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and AI can help financial advisors scale faster than ever before.
In this episode, you’ll also learn:
- How Altruist achieved 300% growth with fewer employees through AI
- The next evolution of AI in wealth management (beyond simple task lists)
- How a Client Relationship Assistant provides advisor scale
- The Hazel opportunity for advisors
- Why focus is the ultimate success formula for advisors
- Why custodians are the ultimate system of record for RIAs
- Why Direct Indexing is important and where it fits in your practice
Learn More:
- Jason Wenk on LinkedIn: https://www.linkedin.com/in/jasonwenk
- Explore Altruist: https://altruist.com
- Learn about Hazel: https://hazel.ai
Sponsored by The Titleist Advisor Network. Learn how Titleist can help you become a high-growth independent business owner. Private Equity free since 2003. https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate digital assets into your practice—without the hype or headaches. Topics of discussion include debunking client myths about Bitcoin (it’s not just a “bubble”!), turning market volatility into trust-building opportunities, evaluating new crypto ETFs and custody tools like Fidelity’s air-gapped wallet, streamlining operations with blockchain for trusts and rollovers and more.
Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
Is AI a threat to financial advisors—or the ultimate “Iron Man suit” for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver better client outcomes, save hours of admin time, and win the next generation during the Great Wealth Transfer.
Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing.
Manish is known for his no-nonsense approach to portfolio management and advisor communication. From navigating today’s volatile markets to building a brand that stands out, he shares real-world insights you can immediately put into practice.
What you’ll learn:
- How to think about risk in today’s market environment
- Why marketing is as critical as portfolio construction for advisors
- Lessons from Potomac’s evolution as a leading TAMP platform
Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart.
Darci draws insights from her chapter in the new collaborative book “Beyond the Broker: Navigating Financial Independence in Wealth Management.” Whether you're a solo advisor or leading a multi-billion-dollar RIA, this conversation delivers practical strategies for building a culture that endures.
Grab the book: Beyond the Broker on Amazon - Link
Learn about the Resilient Advisor Network - Link
About Roklyn Consulting Roklyn is a Fractional Talent Acquisition Partner for California-based wealth management firms. They help advisory firms grow by sourcing and placing Financial Advisors, Planners, and Support Staff aligned with your culture and vision. They also provide confidential transition and succession planning support for advisors looking to make a move or exit the business.
Follow Jay Coulter:
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Learn more about Resilient Advisor: http://www.resilientadvisor.com
© Resilient Advisor. All Rights Reserved
#resilientadvisor #resilientlife #financialadvisor #financialadvisorpodcast
What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionable strategies from his groundbreaking new white paper: “AI for the Financial Professional.”
Duncan breaks down how advisors can leverage AI to:
- Systematize client experiences
- Create proprietary intellectual property
- Enhance CRM usage
- Boost productivity and free up time
- Maximize enterprise value and build a practice that lasts
This conversation isn’t about theory — it’s a tactical, step-by-step roadmap for forward-thinking financial professionals.
📥 Download the White Paper: ParetoSystems.com
Timestamps:
- 00:00 – Why AI is the next frontier for advisors
- 01:08 – Meet Duncan MacPherson & the new white paper
- 03:02 – Why AI adoption is no longer optional
- 05:11 – Liberating your time with the “hourglass vs shopping cart” analogy
- 07:42 – Staying current: AI resources advisors should follow
- 10:30 – How AI helped during a personal crisis
- 14:12 – How AI is reshaping high-stakes client meetings
- 16:10 – Prepping for high-net-worth prospects using prompts
- 17:34 – AI as a productivity tool, not a threat
- 20:05 – Role–Goal–Soul: A framework for better AI prompts
- 24:10 – How to create scalable, referable client experiences
- 26:12 – Content marketing in the age of AI
- 30:28 – CRM, AI, and emotional intelligence
- 35:40 – How to overcome resistance to AI in your practice
- 38:55 – Long-term business impact: Building enterprise value with AI
- 40:34 – Finding the balance between AI and EI (emotional intelligence)
🎙️ Guest Bio: Duncan MacPherson is the CEO of Pareto Systems and co-author of The Blue Square Method and The Advisor Playbook. He is one of the most respected voices in practice management, helping top advisors build scalable, referable, and franchise-ready businesses.
Connect with Duncan: 🔗 ParetoSystems.com 🔗 Follow Duncan on LinkedIn: linkedin.com/in/duncanmhttps://www.linkedin.com/in/duncanmacpherson/
Connect with Jay: 🌐 ResilientAdvisor.com 🎥 YouTube: @sjaycoulter 📩 Subscribe for updates, tools, and resources.
In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various practical approaches, from using social media to emotional storytelling, to boost referral rates.
Matt also highlights his book 'Shut the F Up and Listen,' which explores different types of listening and his personal experiences with mental health challenges.
Additionally, learn about ProudMouth's new PodRocket Influence Academy designed to help advisors enhance their marketing game.
With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy.
I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in the 1930s and its evolution despite the efficient market hypothesis. Discover why momentum delivers interesting risk-adjusted returns, how it blends trend following and fundamental analysis, and Gary’s groundbreaking dual momentum strategy—combining absolute momentum (is an asset trending up?) and relative momentum (which assets perform best?). Learn how it applies to stocks, bonds, and the GEM portfolio, which boasts impressive long-term results.
This is part of our Podcast Rewind Series where I revisit old interviews that have real application for advisors today.
Key Highlights:
- History of momentum investing Absolute vs. relative momentum explained
- GEM portfolio performance vs. global benchmarks
- Rules-based investing to eliminate emotion
- Gary’s take on today’s markets
- Details on Dual Momentum Investing (book)
- Enhanced models for advisors (aggressive, balanced, conservative)
Visit https://www.optimalmomentum.com for more on Gary’s book and models.
Follow Jay Coulter & Resilient on Social Media:
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Learn more about Resilient Advisor: http://www.resilientadvisor.com
© Resilient Advisor. All Rights Reserved
How to Talk to Clients During Market Volatility
The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future?
In this episode of The Resilient Advisor, I’ll teach you a proven framework to confidently guide clients through uncertainty without resorting to tired clichés or generic talking points.
You’ll learn:
✅ How to take control of client conversations
✅ A simple market framework that sets expectations
✅ The 5 Rules of Investing that keep clients on track
✅ The best way to reassure clients without making reactionary portfolio changes
Remember: Your value as an advisor is highest when clients are most emotional.
Learn how to be the steady voice they need in turbulent times.
🔔 Subscribe for more strategies to elevate your practice!
© Resilient Advisor. All Rights Reserved
On this episode of Resilient Advisor, I sat down with Larry McDonald, author of How to Speak When Markets Listen, for a powerful conversation on the challenges and opportunities facing investors today. We explore the future of the U.S. currency, extreme equity valuations, and the critical role of 52-week highs and lows in portfolio management. Larry’s unique insights offer valuable guidance for navigating today’s volatile markets. Plus, we discuss Larry’s latest book and his approach to understanding market signals.
About Larry: The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. His book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job." Larry has been a CNBC Contributor since 2013.
Check out Larry's Bear Traps Report: https://www.thebeartrapsreport.com/
Grab a copy of Larry's new book: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495/ref=sr_1_1l
In this episode of The Resilient Advisor Show, Jay Coulter sits down with Ritholtz Wealth CEO and CNBC contributor Josh Brown. They explore key topics from Josh's new book, 'You Weren't Supposed to See That'. Josh delves into the legacy of legendary trader Jesse Livermore, discussing how his trading style and insights into behavioral finance remain relevant today. They also unpack the power of optimism in investing, even in the face of market volatility and sensational headlines.
The conversation continues with Josh’s thoughts on building a sustainable advisory business, embracing the power of experience and networking at Future Proof, and the evolving nature of client engagement in today’s information-rich world.
Listeners and views will also learn about Josh's challenging start in the business. Jay and Josh talk about some of the nonsense of being a broker in the 1990's. Josh also gives advisors some great advice on how to help clients deal with the market noise today.
For financial advisors, Josh shares practical tips on managing client expectations and finding the right clientele, providing insight into how he built Ritholtz Wealth with a selective, values-driven approach. Tune in to gain valuable perspectives on building resilience in both investing and advisory practices.
Grab a copy of Josh's new book: https://www.amazon.com/You-Werent-Supposed-See-That/dp/180409059X
In this episode of The Resilient Advisor Show, Jay Coulter interviews Dr. Daniel Crosby, the Chief Behavioral Officer at Orion, discussing a wide array of topics from health to financial wisdom and his latest book, The Soul of Wealth. Dr. Crosby begins by sharing his health journey, which began as a support effort for a friend and evolved into a structured plan focused on mindfulness and protein intake. This journey helped him realize the impact of mindful eating and the pitfalls of mindless snacking.
Dr. Crosby explores themes from The Soul of Wealth, emphasizing how wealth can provide fulfillment if used with intention. They discuss concepts like the top regrets of the dying, where he reflects on how focusing on the temporary nature of life can lead to more meaningful choices. Another major theme in his book is social isolation, worsened by social media’s “empty-calorie” interactions, which create a sense of connection without true closeness. Additionally, Dr. Crosby highlights how intentional spending—on experiences, relationships, or self-fulfillment—can lead to lasting happiness.
The episode concludes with Jay discussing how The Soul of Wealth can be used in financial advising, especially for clients who struggle with meaningful spending or transitioning to a decumulation phase. Dr. Crosby’s work is positioned as a resource to guide clients toward deeper fulfillment and intentional use of wealth. He recommends Amazon for purchasing his book, hoping it inspires readers to blend financial success with genuine life satisfaction.
Learn about Resilient Advisor Coaching and Training: https://www.resilientadvisor.com
This episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors true freedom and independence. They provide advisors access to top-tier clearing and custody, industry-leading technology and access to a team of investment professionals who specialize in securities analysis and portfolio management. Their business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client.
This is part of the RIA Stories series on the Resilient Advisor Podcast with Jay Coulter on FinancialAdvisor.TV.
Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter.
Download the Resilient Advisor RIA Due Diligence Guide: http://riastories.com
George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business?
This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/animal-farm-your-career-jay-coulter-cfp-cima--mmbce/
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Rob Sandrew joins Jay Coulter on this episode of RIA Stories to share the opportunities available at his firm. Learn More: https://integrated-partners.com
Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.
Learn more about Savvy Wealth: https://www.savvywealth.com
On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting.
Learn more about Modern Wealth: https://www.modwm.com
Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories
This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.
Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.
A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/
When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life.
Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/
What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note.
Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/
This is the best framework for handling life's challenges I have ever come across. It is a mental model for grit and perseverance. Since we are in March Madness season, It is fitting that it came from Kara Lawson, the Duke Women's Basketball Head Coach.
It is March Madness for those fans who get excited this time of year. How's your bracket doing? Mine's already toast the first weekend. The reason this time of year is so exciting for college basketball fans is the storylines and upsets. Lots of exciting upsets happen every year where the underdog miraculously beats the one, two, or three seed. The media focuses on these great stories and the proverbial Cinderella's. But what about the high -seeded losers of those games. Well, they get the chance to learn from these losses and these lessons transcend the court. Sports can be one of life's best educators. It's not just the winning, the hard work and the commitment that is needed. It's the losing and dealing with the adversity that comes with it. ESPN ran a story on Duke women's basketball coach, Kara Lawson, that caught my attention. Coach Lawson gave an impromptu speech to her team that luckily, someone recorded it. It's a 3 minute master class on mental resilience. Take a listen to this short clip. We all wait in life for things to get easier. Think in your own life if you waited for something to get easier. I just gotta get through this and then it'll be easy. I just gotta get through preseason and then it'll be OK. I've just gotta get through my junior year high school and then the classes are going to get easier. I've just gotta get to my spring and my senior year college is going to be easier. It's what we do. We wait for stuff to get easier. It will never get easier. What happens is you handle hard better. That's what happens. Most people think that it's going to get easier. Life is going to get easier. Basketball is going to get easier. School is going to get easier. It never gets easier. What happens is you become someone that handles hard stuff better. So that's a mental shift that has to occur in each of your brains. It has to. Because if you go around waiting for stuff to get easier in life, it's never gonna happen. Coach Larson's message of you become someone that handles hard stuff better is key. It's a mental shift. Don't wait for stuff to get easier. Losing is part of business, sports, and life. The key is how you handle it. Handle hard better. I hope you enjoyed this Saturday Note.
An advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life.
Shawn has written a new book called The Advisor Transformation and in this episode we are going to learn his approach to creating an impactful vision for your business, optimizing operations and building a culture that sets you up for success
Shawn Sparks is the Co-Founder of Triad Partners.
Grab a FREE copy of the audio book and mention Jay Coulter sent you: https://theadvisortransformation.com/friend
Grab a hard copy of the book here: https://a.co/d/fuHThBW
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© Resilient Advisor, LLC. All Rights Reserved
Have you ever met someone who was very successful, but you know that they had not reached their potential? This Saturday Note may provide an interesting way to think about these high performers and their potential.
In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing, client engagement, and client retention. Kristin also introduces the Advisor Academy, a program that helps financial advisors develop their business strategies. The key takeaway is to know your target market, find your unique value proposition, and engage and retain your clients through strategic and personalized approaches.
Learn about The Academy For Financial Advisors: http://www.Academyforfinancialadvisors.com
On this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.
Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a robust launching platform for serious financial planners eager to grow their businesses and charts the growth and trends they're observing within their network.
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A cancer diagnosis is life changing. Today Jay is blessed to be cancer free, but the journey of navigating surgery, scans, biopsy and recovery provided a new lens on life and business. In this episode he shares 5 lessons from his experience and a couple of tips on how he is approaching life today.
5 lessons Jay shares:
- The 3 most important things are Health, Wealth and Relationships.
- Remove toxic people and platforms from your life. Now.
- Determine if you have a business or a job. It is important.
- Pick the right spouse. Happiness in life is directly proportional to your choice in spouse. Period.
- The ghosts of regret are big nasty monsters. Slay them before you don't have time.
3 Life Tips
- Have zero tolerance for nonsense and fake people.
- Goals and specifically big goals are extremely important.
- Listen to your body. It could be telling you are under duress.
Dr Fiyin Sokoya: https://www.wellstar.org/physicians/fiyin-sokoya-md
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Parotidectomy is the partial or complete removal of the parotid gland, and it may be indicated for a variety of reasons that can include inflammatory conditions, certain infectious processes, congenital malformations, and benign or malignant neoplasms. Lymphoma is a general term for cancers that start in the lymph system (the tissues and organs that produce, store, and carry white blood cells that fight infections). The two main kinds of lymphoma are— Hodgkin lymphoma, which spreads in an orderly manner from one group of lymph nodes to another.
In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three major benefits of leveraging these tools include providing consistent advice, marketing and client engagement and systematizing your client communication. For this episode, Jay Coulter interviews Michael Lecours who is a Financial Advisor and Co-founder of fpPathfinder, a company he started with Michael Kitces.
Learn more about fpPathfinder by visiting https://www.fppathfinder.com.
THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: Without simple systems, your business will always be in a state of chaos…after implementing the Resilient Advisor framework you will become hyper-focused, clear on your value, confident in your ability to grow and free to build your ideal life.
LEARN MORE BY VISITING: https://www.resilientadvisor.com
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How can Financial Advisors better communicate with clients? The team at YCharts recently conducted a survey that yielded some very interesting results. Connor Kitko joins Jay Coulter for this episode of Resilient Advisor to share their findings.
Download a copy of the report by visiting go.ycharts.com/clientcomms.
Sponsored by The Independence Incubator and Resilient Advisor Coaching
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How do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these questions. If you have ever considered launch an ETF, this is the show for you!
SHOW SPONSOR: The Independence Incubator from Resilient Advisor. Discrete and proven guidance to finding independence. Learn more: https://www.independenceincubator.com
Connect with Wes Gray and Alpha Architect:
Website: https://alphaarchitect.com
Twitter: https://twitter.com/alphaarchitect
YouTube: https://www.youtube.com/channel/UCAAsCF_TbSpAjNBplgkPAfw/featured
About Wes Gray:
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children.
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Financial Advisor TV, LLC. All Rights Reserved
Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching.
SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com
++ Grab a copy of Jamie's new book here: https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846
About Jamie Hopkins: Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University’s Heider College of Business.
A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.
He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.
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Produced by Resilient Digital Media
© Financial Advisor TV, LLC. All Rights Reserved
Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, he share is approach to marketing, planning and living life to the fullest.
SHOW SPONSOR: The Independence Incubator from Resilient Advisor. A customized approach for advisors transitioning to independence.
Learn more: https://www.independenceincubator.com
In 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called ‘The Common Denominator of Success.’
Though it was written for life insurance professionals of an age gone by, its message is equally well suited to anyone who seeks success today. In a world where selfies with Lambos and exotic trips to the Mediterranean are thought of as inspiration material.... Jay Coulter thought re-producing this speech, with updates for today’s world, may be inspirational for someone struggling to get a foothold in their career.
He is not the first to reproduce this great talk and won’t be the last!
SPONSOR: Learn how to simplify your investment models without hiring expensive TAMPs or OCIOs. Resilient Models from Resilient Advisor reduce investment fees & improve client communications. To learn more visit: http://www.resilientmodels.com
“The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he formed the habit of doing things that failures don't like to do.” - Albert E.N. Gray
Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
© Financial Advisor TV, LLC. All Rights Reserved
Have you ever felt that social media and email are wearing you down? Jay did, so he took a week off from digital platforms and learned a lot. He shares his experience in this episode of The Resilient Advisor. If you are considering going independent, don't do it alone. Learn how The Independence Incubator can provide you with fiduciary level guidance on your path to independence: https://www.independenceincubator.com
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How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility.
Learn More about Avantax Wealth Management:
Website: https://www.avantax.com/for-your-wealth-planning/wealth-management
LinkedIn: https://www.linkedin.com/company/avantax-wealth-management
Twitter: https://twitter.com/Avantax_Wealth
Connect with Todd:
LinkedIn: https://www.linkedin.com/in/todd-mackay-b1318b
How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility.
Learn More about Avantax Wealth Management:
Website: https://www.avantax.com/for-your-wealth-planning/wealth-management
LinkedIn: https://www.linkedin.com/company/avantax-wealth-management
Twitter: https://twitter.com/Avantax_Wealth
Connect with Todd:
LinkedIn: https://www.linkedin.com/in/todd-mackay-b1318b
Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech.
About Vinay:
Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business schools, has a portfolio of venture investments and has started several companies in financial services. As a former finance faculty member at Wharton, with teaching experience at schools such as MIT and Columbia, he focuses on venture capital, private equity, and entrepreneurship. He is also a recognized expert in the areas of sustainable and responsible investing and has written “Investing for Change”, a book published in 2008 by Oxford University Press.
Connect with Vinay:
LinkedIn: https://www.linkedin.com/in/vinay-nair-47390b
Twitter: https://twitter.com/DrVinayNair
Website: https://tifinwealth.com
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© Financial Advisor TV, LLC. All Rights Reserved
Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology.
This show is sponsored by SHIFT: https://humanfirst.live
Books Mentioned:
CFP Board's Book on The Psychology of Financial Planning: https://www.cfp.net/news/2022/04/cfp-board-releases-six-part-book-on-psychology-of-financial-planning
Daniel Crosby: The Behavioral Investor
David Portnoy: The Geometry of Wealth
Follow Dr. Cherry
Twitter: https://twitter.com/DrPrestonCherry
YouTube: https://www.youtube.com/channel/UCe7Ugqr6zgJMEfPXQ5_L-kQ
Website: https://www.concurrentfp.com
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© Financial Advisor TV, LLC. All Rights Reserved
Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.
If there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto space today.
The Resilient Advisor Show has been my baby for half a decade. It has helped me build trust and an audience of serious financial advisors who are looking for the strategies that the most successful advisors are using today. I need to apologize to my audience as I have let the focus and quality slip as we have built out our different sub-series and launched Financial Advisor TV. In this short podcast I lay out what the revamp Resilient Advisor will look like and why I hope you find it to be one of your must-listen industry shows going forward.
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© Resilient Advisor. All Rights Reserved
Sean O'Hara comes on the Resilient Advisor Show to discuss the Pacer Trendpilot US Large Cap ETF (PTLC). This is part of the ETF Stories series on the show. Learn more about the PTLC ETF: https://www.paceretfs.com
Learn more about the series and other interesting ETFs: www.etfstories.com
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This is the March 2022 edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space. Dan Weiskopf is a Portfolio Manager at Toroso Asset Management. Learn more about BLOK, the Amplify Transformational Data Sharing ETF: https://www.BLOKETF.com Download the Amplify ETFs BLOK-Chain Monthly report: https://www.blok-chain-monthly.com Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved
iUSA is organized around the concept of jobs, security and growth or said better, JSG investing. Jay Coulter interviews Dan Katz for this episode of ETF Stories from Resilient Advisor.
View past episodes of ETF Stories: https://www.etfstories.com
Connect with JSG: Fund
Website: https://www.jsgfunds.com
Advisor Website: https://www.amberwavepartners.com
Twitter: https://www.twitter.com/amberwave
LinkedIn: https://www.linkedin.com/company/amberwave-partners
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Dan Katz Bio:
Dan Katz is Co-Founder and portfolio manager at Amberwave Partners, an impact investing firm focused on U.S. jobs, security, and growth (JSG). Previously, Dan served as a senior advisor at the United States Department of the Treasury from September 2019 to January 2021, where he helped lead the Treasury’s efforts to rescue the U.S. aviation industry during the COVID-19 recession. Dan served as the Chairman of the National Security Loan Program Credit Committee and a member of the Airline Loan Program Credit Committee, which collectively oversaw more than $20 billion of emergency loan transactions. Dan also oversaw the implementation of the Payroll Support Program, which supported hundreds of thousands of jobs in the aviation industry.
Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics.
Derek's experience producing the Rethink Podcast with Adam Holt : https://www.asset-map.com/rethinkfinancialadvisorpodcast
Building a virtual practice at Intrepid Wealth Partners: https://www.intrepidwealthpartners.com
How he leverages Asset-Map and Altruist for a robust virtual experience. How advisors can learn about building a virtual practice through Conneqtor: https://www.conneqtor.co
About Derek N.H. Notman, CFP®
I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it! I love helping my clients leverage their money to live their best life today & tomorrow.
As a Virtual Financial Advisor and Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and specialize working with self-minted millionaires who love luxury world travel. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs, yet limit the amount of clients we serve at any given time.
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Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the February 2022 Blockchain Report.
THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: http://www.resilientadvisor.com
Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com
Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com
Learn more about the BLOK ETF: https://www.BLOKETF.com
Follow Dan Weiskopf on Social:
Twitter: https://twitter.com/ETFProfessor
LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/
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Could the FinTech market be a major driver of Emerging Markets? How could investors allocate to this sector? Jane Edmondson of EQM Indexes comes on ETF Stories with Jay Coulter to discuss her index that powers an ETF that does just that: EMFQ.
To learn about past ETF Stories please visit https://www.etfstories.com
Learn more about EQM
Website: https://eqmindexes.com
Twitter: https://twitter.com/EQMIndexes
Jane Edmondson Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC.
Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and has more than 25 years of experience in the investment industry. She holds an MBA in Finance from San Diego State University and a BA from UC Irvine.
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ETFs are fantastic precision tools for portfolio diversification. They are also incredibly useful as a hedging tool. On this episode of Resilient Advisor, Connor Kitko of YCharts shares the findings of a recent White Paper that they published on how you can hedge different risk scenarios via ETFs. Jay Coulter is a big advocate for YCharts for financial advisors who are serious about their investment offering.
Download the YCharts White Paper "Can You Hedge It with an ETF?": https://get.ycharts.com/resources
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LinkedIn: https://www.linkedin.com/company/ycharts
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Today the most engaging form of client communication and marketing is video. Most advisors struggle with how to best use video or even get started. In this episode, Katie Braden speaks with Jay Coulter and shares her formals for finding success with video.
Learn more about the Innovating Advice Community: https://www.innovatingadvice.com/
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Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the January 2022 Blockchain Report.
Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com
Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com
Learn more about the BLOK ETF: https://www.BLOKETF.com
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Twitter: https://twitter.com/ETFProfessor
LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/
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Nathan Miller of Emles Advisors joins Jay Coulter for this episode of ETF Stories. They discuss the Emles Alpha Opportunities ETF, symbol EOPS. Learn more about EOPS by visiting https://emles.com/etf/emles-alpha-opportunities-etf
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Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the December Blockchain Report.
Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com
Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com
Learn more about the BLOK ETF: https://www.BLOKETF.com
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Industry veteran Tony Davidow comes on The Resilient Advisor Show with Jay Coulter to discuss his new book, 'Goals-based Investing', and share his framework for some of the major changes we will see in the industry. Tony Davidow is the President & Founder at T. Davidow Consulting, LLC.
Learn more about 'Goals-Based Investing' by Tony Davidow: https://www.tdavidowconsulting.com/
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Learn more about Investments and Wealth Institute:
Website: https://investmentsandwealth.org/home
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For Financial Advisors, increasing the value that you bring to clients is incredibly important in this environment of fee compression we are in. In this interview, Jay Coulter interviews Andres Mazabel of Trust & Will and he lays out the case for advisors to add a deeper level of estate planning to their practice.
Learn more about Trust & Will: https://trustandwill.com/advisors
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On this episode of The Investment Spotlight Show, Home Bistro CEO Zalmi Duchman sits down with Jay Coulter and Chris Versace to share is thoughts on his company and the ever-changing food industry. Home Bistro trades under the ticker HBIS.
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About Home Bistro, Inc.
Home Bistro is a leading online platform, www.homebistro.com, that provides for the creation, production, and distribution of direct-to-consumer, heat-to-eat, celebrity chef-inspired gourmet meals, which currently include inspirations developed by "Iron Chef" Cat Cora, "Hungry Fan" Chef Daina Falk, Master Chef Claudia Sandoval and soon to launch celebrity chefs Ayesha Curry, Roblé Ali and Richard Blais.
Home Bistro's Model Meals lifestyle brand www.modelmeals.com is a Whole30 and Paleo approved, ready-to-eat, meal prep service, offering a weekly rotating menu that is prepared by professional chefs, using only the highest quality ingredients available, sourced responsibly and locally, and delivered in sustainable, eco-friendly packaging.
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Should investors consider luxury goods as a distinct consumer category for portfolio construction? Eric Qian comes on ETF Stories to make the case and share the LUXE story with Jay Coulter on The Resilient Advisor Show.
Learn more about Emles Luxury Goods ETF (Symbol LUXE): https://emles.com/etf/emles-luxury-goods
Connect with Emles on Social:
LinkedIn: https://www.linkedin.com/company/emlesadvisors/
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Connect with Eric Qian: LinkedIn: https://www.linkedin.com/in/qianeric/
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Adam Blumberg, Co-Founder of Interaxis, comes on The Resilient Advisor Show with Jay Coulter to explain what a DAO (Decentralized Autonomous Organization) is, how it works and what advisors need to know. Adam also dives into how his PlannerDAO works.
Learn more about PlannerDAO:
https://www.plannerdao.com/
https://www.plannerdao.io/
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Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the November Blockchain Report.
Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com
Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com
Learn more about the BLOK ETF: https://www.BLOKETF.com
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Colin Falls of GeoWealth comes on The Resilient Advisor Show with Jay Coulter to talk about how to partner with the right TAMP.
Learn more about GeoWealth: https://geowealth.com
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Patrick Brewer joins Jay Coulter on Resilient Advisor to share his thoughts on current M&A trends as well as advisor marketing strategies that get results.
Learn More About Patrick's Businesses:
WealthSource: https://www.wealthsource.com
Model FA: https://www.modelfa.com
Follow Patrick Brewer on Social: LinkedIn: https://www.linkedin.com/in/patrick-brewer-cfa-80993813/
Twitter: https://twitter.com/pbrewcfa
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Twitter: https://twitter.com/TheModelFA
YouTube: https://www.youtube.com/channel/UCPjIRaZprdrPddK9Wy1rTYA/featured
Podcast: https://themodelfa.libsyn.com/
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David Barse comes on Resilient Advisor with Jay Coulter to share the findings from a recent paper on 'The Cost of Underestimating Technological Disruption.'
David on Twitter: https://twitter.com/BarseXout
XOUT Capital: https://twitter.com/XoutCapital
Website: https://www.xoutcapital.com/
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Lenore Hawkins joins Jay Coulter on The Resilient Advisor Show to discuss what she is seeing in the macroeconomy.
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In this new episode of ETF Stories, Nancy Davis joins Jay Coulter to tell the story of her new ETF BNDD.
Learn more about the Quadratic Deflation ETF BNDD by visiting https://kfafunds.com/bndd
To see past episodes of ETF Stories visit: http://www.etfstories.com/
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Ric Edelman joins Jay Coulter on this episode of the Resilient Advisor Show to discuss why understanding Bitcoin and Digital Assets is so important for Financial Advisors.
Learn more about The Digital Assets Council For Financial Professionals: https://dacfp.com/
Earn the DACFP Certificate and get a 20% discount as a viewer by using the code RESILIENT2021 : https://dacfp.com/get-your-certification/
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© Resilient Advisor. All Rights Reserved
Mindset Pharma is a biotechnology company developing medications and synthesis processes for the medical psychedelic market. On this episode of The Investment Spotlight Show, Jay Coulter and Chris Versace interview Mindset CEO James Lanthier.
$MSET
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On this episode of the Investment Spotlight Series, Jay Coulter and Chris Versace interview two members of the leadership team at Optimi Health. JJ Wilson serves as Chairman of the Board and Bill Ciprick serves as CEO at Optimi Health.
Learn more about Optimi Health by visiting https://www.optimihealth.ca/
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Have you ever considered wine as an investable asset? Today both investors and financial advisors are able to allocate to this alternative asset class. Anthony Zhang joins Jay Coulter on this episode of the Resilient Advisor to make the investment case for wine.
Learn more about Vinovest by visiting https://www.vinovest.co/advisors
Follow Vinovest & Anthony Zhang on Social:
-- Vinovest LinkedIn: https://www.linkedin.com/company/vinovest/
-- Vinovest Twitter: https://twitter.com/Vinovest1
-- Anthony Zhang LinkedIn: https://www.linkedin.com/in/anthony-zhang-988a2375/
-- Anthony Zhang Twitter: https://twitter.com/anthony_j_zhang
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Adam Holt comes on The Resilient Advisor Show with Jay Coulter to discuss how financial advisors can leverage technology to deliver better client results.
Learn more about Asset-Map: www.asset-map.com.
-- The Resilient Advisor Show is now syndicated on Financial Advisor TV. Learn more about their upcoming launch: http://www.financialadvisor.tv
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This show is syndicated on Financial Advisor TV™. Learn more here: http://www.financialadvisor.tv
© Resilient Advisor. All Rights Reserved
Is now the time to consider Risk Parity in your portfolio? Damien Bisserier & Alex Shahidi are Co-CIO's at Evoke Advisors, the team that powers the RPAR ETF.
Learn more about RPAR: https://rparetf.com
Learn about past episodes of ETF Stories: www.etfstories.com
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Jillian DelSignore joins Jay Coulter on The Resilient Advisor Show to discuss a recent report that she co-authored on changes in the ETF industry.
Follow Jillian & FLX Distribution on LinkedIn
-- Jillian: https://www.linkedin.com/in/jillian-delsignore-9713a69/
-- FLX Distribution: https://www.linkedin.com/company/flx-distribution/
Learn more about Women In ETFs: https://womeninetfs.com/
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Portfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report.
Grab your copy here: https://www.blok-chain-monthly.com
Jay Coulter interviews Michael Gayed for this installment of their monthly Risk On - Risk Off Show. Michael is a Portfolio Manager at Toroso Investments and a member of the ETF Think Tank. They also discuss two of Michael's ETFs, JOJO and RORO.
Connect With Michael Gayed:
-- Newsletter: https://www.leadlagreport.com
-- ETF Think Tank: https://www.etfthinktank.com
-- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa
-- Twitter: https://twitter.com/leadlagreport
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© Resilient Advisor. All Rights Reserved
Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement. Later in the show, Adam Holt, CEO of Asset-Map joins Jon & Jay to talk about AdviceTech.LIVE.
Learn more about The Foundation For Financial Planning:
Website: https://ffpprobono.org
LinkedIn: https://www.linkedin.com/company/foundation-for-financial-planning/
Twitter: https://twitter.com/PowerProBono
Connect with Jon:
LinkedIn: https://www.linkedin.com/in/jondauphine/
Twitter: https://twitter.com/DauphineJon
Learn more about AdviceTech.LIVE:
Website: https://www.advicetech.live/
LinkedIn: https://www.linkedin.com/events/6828744993348304896/
Twitter: https://twitter.com/AssetMapLLC
Connect with Adam:
LinkedIn: https://www.linkedin.com/in/hadamholt/
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Dasarte Yarnway, Founder of Berknell Financial Group & Head of Community at Altruist, tells his story and discusses how he serves his clients and community.
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LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/
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Jay Coulter interviews Portfolio Manager Michael Gayed for this instaliment of their monthly Risk On - Risk Off Report.
Connect With Michael Gayed:
Newsletter: https://www.leadlagreport.com
ETF Think Tank: https://www.etfthinktank.com
LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/
Twitter: https://twitter.com/leadlagreport
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The Alkaline Water Company CEO Ricky Wright comes on the Investment Spotlight series on Resilient Advisor with Jay Coulter and Chris Versace.
To learn more about The Alkaline Water Company, please visit www.thealkalinewaterco.com.
About The Alkaline Water Company:
Founded in 2012, The Alkaline Water Company (NASDAQ and CSE: WTER) is headquartered in Scottsdale, Arizona. Its flagship product, Alkaline88®, is a leading premier alkaline water brand available in bulk and single-serve sizes along with eco-friendly aluminum packaging options. With its innovative, state-of-the-art proprietary electrolysis process, Alkaline88® delivers perfect 8.8 pH balanced alkaline drinking water with trace minerals and electrolytes and boasts our trademarked label ‘Clean Beverage.’ Quickly being recognized as a growing lifestyle brand, Alkaline88® launched A88 Infused™ in 2019 to meet consumer demand for flavor-infused products. A88 Infused™ flavored water is available in six unique all-natural flavors, with new flavors coming soon. Additionally, in 2020, the Company launched A88 Infused Beverage Division Inc., which includes the Company’s CBD water and flavor-infused water. For the Company’s topical and ingestible offerings, A88 Infused Products Inc. includes the Company’s lab-tested hemp-extract salves, balms, lotions, essential oils, bath salts, powder packs, oil tinctures, capsules, and gummies.
To purchase Alkaline88® and A88 Flavor Infused products online, visit us at www.alkaline88.com.
Learn more about Alkaline Water Co.:
Website: https://thealkalinewaterco.com/
LinkedIn: https://www.linkedin.com/company/alkalinewaterco/
Twitter: https://twitter.com/Alkaline88
Connect With Ricky:
LinkedIn: https://www.linkedin.com/in/rickyawright/
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Mike Venuto Comes on ETF Stories to talk about the Amplify ETFs Transformational Data Sharing BLOK ETF. Learn more about the series and other interesting ETFs: www.etfstories.com Learn more about BLOK: https://www.BLOKETF.com
David Stone of RetireOne comes on The Resilient Advisor Show to discuss how insurance solutions have evolved to meet the changing needs of the RIA community. RetireOne recently released a survey and in partnership with Protective Life and David also shares some of their findings.
Learn more about RetireOne:
-- Website: https://retireone.com/
--LinkedIn: https://www.linkedin.com/company/retire-one/
Connect with David:
-- LinkedIn: https://www.linkedin.com/in/david-stone-34a9671/
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© Resilient Advisor. All Rights Reserved
This is the first edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space.
Topics discussed include:
-- China's impact on mining
-- ESG mining concerns
-- Why active management is important in the blockchain and digital asset space.
Dan Weiskopf is a Portfolio Manager at Toroso Asset Management.
Learn more about BLOK, the Amplify Transformational Data Sharing ETF: https://www.BLOKETF.com
Download the Amplify ETFs BLOK-Chain Monthly report: https://www.blok-chain-monthly.com
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Connor Kitko, Product Marketing Manager at YCharts, comes on the show to talk about comparing portfolio rebalancing strategies.
YCharts Report "Comparing Portfolio Rebalancing Strategies": https://www.go.ycharts.com/rebalance
Connect with Connor:
-- LinkedIn: https://www.linkedin.com/in/connor-kitko/
Learn more about YCharts:
-- Website: https://ycharts.com/
-- LinkedIn: https://www.linkedin.com/company/ycharts/
-- Twitter: https://twitter.com/ycharts
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Chris Versace & Lenore Hawkins of Tematica Research come on ETF Stories to talk about the new Amplify ETFs Cleaner Living ETF $DTOX.
Learn more about DTOX by visiting https://www.amplifyetfs.com/DTOX
Follow Lenore Hawkins:
--Twitter: https://twitter.com/elleseconomy
--LinkedIn: https://www.linkedin.com/in/lenorehawkins/
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--Twitter: https://twitter.com/chrisjversace
--LinkedIn: https://www.linkedin.com/in/chrisverace/
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Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens.
Connect With Michael Gayed:
-- Newsletter: https://www.leadlagreport.com
-- ETF Think Tank: https://www.etfthinktank.com
-- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/
-- Twitter: https://twitter.com/leadlagreport
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Learn more about Resilient Advisor™: https://www.resilientadvisor.com
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Ryan Schrift of R.J. Schrift Private Asset Management comes on the Resilient Advisor series How I Serve to talk about the methods and platforms he uses to serve his clients.
Connect with Ryan Schrift:
Website: http://www.rjschrift.com/
LinkedIn: https://www.linkedin.com/in/ryanschrift/
Twitter: https://twitter.com/RJSchrift
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Learn more about Resilient Advisor™: https://www.resilientadvisor.com
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Cybin CEO Doug Drysdale joins Jay Coulter and Chris Versace for this installment of the Investment Spotlight Series from Resilient Advisor.
Learn More About Cybin:
-- Website: https://www.cybin.com/
-- LinkedIn: https://www.linkedin.com/company/cybin/
-- Twitter: https://twitter.com/CybinInc
-- Facebook: https://www.facebook.com/cybinInc
Connect with Doug Drysdale:
-- LinkedIn: https://www.linkedin.com/in/dougdrysdale
-- Twitter: https://twitter.com/insidepharma
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Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.
About Chris Olson:
Chris Olson founded The Media Trust with a goal to transform the internet experience by creating better digital ecosystems to govern assets, connect partners and enable Digital Risk Management. As CEO, Olson drives the company's vision, direction and growth plans. He has more than 15 years of experience leading high tech and ad technology start-ups and managing international software development, product and sales teams. Olson currently serves on the board of the Interactive Advertising Bureau's Advertising Technology Council. He regularly speaks about cybersecurity trends and best practices at industry events, including events hosted by the Financial, Media, and Retail & Commercial ISACs. He earned his B.S. degree in Finance and International Business from Georgetown University and Executive MBA in Finance and Information Systems from the NYU Stern School of Business.
Follow Chris on Social:
-- LinkedIn: https://www.linkedin.com/in/chris-olson-7a00a03/
-- Twitter: https://twitter.com/3pc_ChrisOlson
Learn More About The Media Trust:
-- LinkedIn: https://www.linkedin.com/company/the-media-trust/
-- Twitter: https://twitter.com/TheMediaTrust
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Aaron Klein is the Co-Founder and CEO of Riskalyze and one of the strongest advisor advocates in the industry. He comes on the Resilient Advisor Show with Jay Coulter to discuss risk management, building trust and helping clients through risk mitigation and data.
Learn about the Riskalyze Methodology: https://www.riskalyze.com/methodology
Connect With Aaron Klein
-- Twitter: https://twitter.com/AaronKlein
--LinkedIn: https://www.linkedin.com/in/aaronklein/
Connect With Riskalyze
--LinkedIn: https://www.linkedin.com/company/riskalyze
--Twitter: https://twitter.com/Riskalyze
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Luke Oliver of KraneShares comes on the show to discuss the Carbon Markets and his firm's ETF symbol: KRBN. This show is part of the ETF Stories series.
Past episodes can be found here. https://www.etfstories.com
Learn more about KRNB: https://kraneshares.com/krbn
Learn more about KraneShares: https://kraneshares.com
KraneShares on Twitter: https://twitter.com/KraneShares
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Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens.
Issues they discuss:
- The challenge of raising taxes.
- Inflation is a tax on the poor.
- The wealth gap is only getting worse.
- The DBC ETF is screaming.
Connect With Michael Gayed:
- Newsletter: https://www.leadlagreport.com
- ETF Think Tank: https://www.etfthinktank.com
- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/
- Twitter: https://twitter.com/leadlagreport
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Learn more about Resilient Advisor™: https://www.resilientadvisor.com
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Nancy Davis is the CIO of Quadratic Capital and the manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She comes on the show with Jay Coulter to share her views on inflation, interest rates and the story of her ETF IVOL.
Learn more about the IVOL ETF: https://www.ivoletf.com
Company Website: https://quadraticllc.com
LinkedIn: https://www.linkedin.com/in/nancyquadratic
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Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for building an effective marketing funnel.
Learn more about the Kitces Digital Marketing Summit on May 13th, 2021:
https://www.kitces.com/digital-marketing-summit-2021
David Barse joins Jay Coulter to discuss his firm's unique alternative indexing methodology. At its core, their process is focused on eliminating underperforming stocks based on their scoring system. David and Jay discuss the 4 P's behind XOUT; Performance, People, Process and Portfolio.
Ross Marino has endured a lot of obstacles in his life to reach where he is today. Overcoming serious injuries, family medical trauma and the natural swings in the business have shaped his philosophy on business and life. He shares his journey in this interview with Jay Coulter as well as some insights on his new book with Susan Bradley called 'Shaping Change.'
This is part of the How I Serve Series on The Resilient Advisor where Jay interviews leading financial advisors who are making a difference in the lives of their clients.
On this episode, Amplify ETFs CEO Christian Magoon joins Jay to discuss some of the disruptive trends in the ETF market today. Christian shares what he believes ETF-focused advisors should consider today, what surprised him about 2020 and the investment thesis for three of their ETFs.
$DIVO $CNBS $BLOK $ISWN $SWAN $IBUY
Learn More about Amplify ETFs: https://amplifyetfs.com
Follow Christian & Amplify ETFs on Twitter:
-- Christian: https://twitter.com/ChristianMagoon
-- Amplify ETFs: https://twitter.com/AmplifyETFs
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earn more about Resilient Advisor™: https://www.resilientadvisor.com
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Dana Cornell was the lead advisor on a $1B+ private wealth practice at Morgan Stanely. He left his practice to pursue his true professional passion, private real estate investing. This is his story.
Website: https://www.cornellcapitalholdings.com
Facebook: https://www.facebook.com/CornellCapitalHoldings
Instagram: https://www.instagram.com/cornellcapital
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Robert Sofia, CEO of Snappy Kraken, discusses the digital marketing landscape and best practices for marketing for financial advisors and more.
Tony Cataldo came on the Investment Spotlight Series to speak with Chris Versace and Jay Coulter about GT Biopharma's outlook.
Tony's Biography (From Their Website)
Mr. Cataldo founded GT Biopharma Inc. upon joining the Board of Directors and subsequently Chairman and CEO in July of 2014, where he changed the Company's profile with the inclusion of oncology assets. From February 2011 to June 2013 Mr. Cataldo served as Founder and Chairman/CEO of Iovance Biotherapeutics, Inc., (IOVA). Mr. Cataldo created the highly successful IOVA/Genesis with the inclusion of assets acquired from the National Cancer Institute for the treatment of stage four melanoma. Mr. Cataldo has extensive experience in the biotechnology sector having served as Chairman/CEO of several biotech companies including: Calypte Biomedical Corporation, and Senetek, PLC.
Website: https://www.gtbiopharma.com
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Justin Castelli has built an RIA, multiple brands and a business serving Financial Advisors. In this interview, Justin shares the good, the bad and the ugly of his journey. We get into the details of his tech stack as well as his pricing model for clients. Along with his partner Taylor Shulte, he launched The Advisor Growth Community where they serve over 140 advisors from around the world. We also go deep on the subscription model for serving clients.
Each year, the Division of Examinations of the U.S. Securities and Exchange Commission (“SEC”), publishes its examination priorities for the upcoming year. Chris Winn of Advisor Assist comes on the show to discuss the 11 areas of prioritization for this year.
Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins, Chief Macro Strategist with Tematica Research.
Financial Wellness expert and Founder of Shaping Wealth,Brian Portnoy, comes on the show to talk about his book and new business, how he invests his money, and "funded contentment".
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One of the ways to differentiate yourself as a financial advisor is through a unique investment discipline. Direct Indexing has never been easier and Barrett Ayers of Adhesion Wealth comes on the show to share his firms approach to the space. We discuss the opportunities in custom ESG models, 'Personal Indexes' and the power of using Tax Alpha to enhancing client outcomes.
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Managing your career and finding talent has never been more difficult in the financial services industry. David Testerman and Jeff Testerman are experts at helping professionals build a career in financial services. BROKERHUNTER is a leading employment website serving the Securities, Insurance and Banking sectors.
Most advisors struggle to build meaningful relationships with CPAs. Shelly Bykat, CPA comes on the show to share her best practices for building relationships with CPAs.
Tyrone Ross, CEO of Onramp Invest, comes on the show for Crypto Office Hours, a Resilient Advisor Show series dedicated to all things crypto and blockchain.
Sponsored by Capital Wealth Planning.
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Rob Anson is the CEO of Loop Insights, whose AI-powered platform allows businesses to action their data, providing contactless venue management, retail insights, and personalized marketing services. He comes on The Investment Spotlight Series with Jay Coulter and Chris Versace.
Connect With Loop Insights
Website: https://www.loopinsights.ai
Twitter: https://twitter.com/loopinsights
LinkedIn: https://www.linkedin.com/company/loop-insights
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The investment thesis for China can sometimes be difficult for Financial Advisors to parcel through. Jason Hsu is the Founder and CIO of Rayliant and an expert on issues surrounding investmenting in China.
Follow Jason On Social Media
LinkedIn: https://www.linkedin.com/in/jasonchsu/
Twitter: https://twitter.com/hsu_jason Follow
Raylaint LinkedIn: https://www.linkedin.com/company/rayliantglobaladvisors/
Twitter: https://twitter.com/rayliant
About Jason:
Jason is founder, chairman and CIO of Rayliant Global Advisors (RGA), a global investment management group with more than US$25 billion in assets managed using its strategies, as of Dec 31, 2020. Rayliant applies quantitative methods to access behavioral-based alpha prevalent in inefficient markets like China. Jason also co-founded Research Affiliates, a smart beta and asset allocation leader with over US$145 billion in assets managed using its strategies. Jason sits on the editorial board of the Financial Analysts Journal, the Journal of Investment Management, the Journal of Investment Consulting and the Journal of Index Investing. He is an adjunct professor of finance at UCLA Anderson School of Management, and a visiting professor at Tsinghua University (China), Kyoto University (Japan) and National Chengchi University (Taiwan). Jason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards; one Graham and Dodd Reader’s Choice Award; one Graham and Dodd most prestigious award, three Bernstein Fabozzi/Jacob Levy Awards; and three William F. Sharpe Awards. He also co-invented the Fundamental Index, awarded best index by Global Pensions magazine in 2007, 2008 and 2009. Jason received his Ph.D. in finance from UCLA Anderson School of Management. He received his M.S. from Stanford University and B.S. from the California Institute of Technology.
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Learn more about Resilient Advisor™: https://www.resilientadvisor.com
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In this episode of the Investment Spotlight Series, Juva CEO Doug Chloupek sits down with Chris Versace and Jay Coulter to discuss the opportunities that he sees in the cannabis market and the potential for his company.
Where Juva Trades:
CSE: JUVA
OTC: JUVAF
Company Website: https://juvalife.com
**From Groundbreaking Cannabis Company To Major Disruptor of the Healthcare Status Quo (From the Juva Website):** Founded by pioneers in the science and business of cannabis and guided by a team of highly-acclaimed medical professionals, Juva Life brings unprecedented depth of knowledge in the science and medicinal effects of cannabis. Their vertically integrated approach allows Juva Life to carefully oversee every aspect of development, from cultivation to consumer, with deep expertise in research, testing and efficacy. It’s an approach that enables not only quality and consistency of product but, most importantly, it assures accuracy and legitimacy of testing and research data. Juva Life has always taken a knowledge-driven approach to advancing the therapeutic effects of cannabis. Today, that approach has them uniquely poised to unlock the complex chemistry of cannabis to efficiently bring evidentiary consumer products to market that generate revenue and numerous insights while also deploying our platform to target consumer and pharma applications. At a time of declining trust and efficiency in all levels of healthcare, the opportunity to help people feel more in control of their health is welcome and exciting for patients and a potential game-changer for the healthcare industry. **ABOUT DOUG CHLOUPEK:** Doug brings a passion for the cannabis industry as a medicinal means to helping people feel better. He has worked across a range of verticals and brought multiple new businesses to life. Valley Grown Enterprises, Lux Wellness, and Medmar Healing Center, to name a few, have created tangible value for both consumers and investors alike. His work co-founding BAS Research led to it being granted the first California license, issued by the City of Berkeley in 2016, for medical cannabis manufacturing and research. Doug is a founding Board Member of Citizens Coalition for Patient Care, and a founding member of the California Cannabis Industry Association. **Follow Resilient Advisor™ On Social:** -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadv... -- LinkedIn: https://www.linkedin.com/in/sjaycoult... -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com **I****mportant Information:** The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security and you should consult your attorney or tax advisor. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. © Resilient Advisor. All Rights Reserved
Michael Gayed, the publisher of The Lead-Lag Report, comes on the show to talk about the markets through his Risk On - Risk Off lens.
Manish Khatta, President & CIO of Potomac Fund Management on The Resilient Advisor LIVE @ Lunch.
Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.
Matt Hougan comes on the show to share his thoughts on the state of bitcoin and other cryptocurrency for financial advisors, and digital assets.
Vance Barse has built his firm, Your Dedicated Fiduciary®, from scratch. He is a client-focused financial advisor and he comes on the show to share the story of how he built his business and how he serves his clients.
Tim Meinhardt is an expert on OKRs. In this special episode, Tim and Jay interview each other on the success they have seen with the OKR framework. This episode will also be broadcast on Tim's OKR centered podcast, OKRs Q&A.
Michael Gayed (The Lead-Lag Report) talks with Jay Coulter of The Resilient Advisor about the markets through his Risk On - Risk Off lens.
Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. Hawkins, of Tematica Research, talks Gamestop and Pipeline stocks, and economic the economic bright spot for homebuilders.
Matt Halloran of Proud Mouth is an expert at helping professionals build their influence in a systematic way. He is a well-known podcaster himself and will share his insights on how to build your influence quickly. Halloran talks with The Resilient Advisor about podcast tactics, niche focus marketing, and offers nuggets of wisdom for success. David Pulcini also guests to talk about SixPoint Financial Partners and his experience with Matt Halloran and Proud Mouth.
The SEC has released new rules around advisor advertising. Chris Winn joins Jay Coulter to discuss how advisors should look at these new regulations through a compliance lens.
Incorrect inflation projects destroy financial plans and can ruin retirements. Ed Butowsky has created the Chapwood Index to help advisors better serve their clients and provide geographically focused inflation calculations. He comes on the show with Jay Coulter to discuss its history and construction.
Elisabetta Basilico comes on The Resilient Advisor show to discuss tail risk hedging and her book, Smart(er) Investing that was co-written with Tommi Johnsen.
Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund. On this episode, Michael and Jay Coulter discuss portfolio positioning heading into the new year.
Lenore Hawkins joins Jay Coulter on the show from Italy where she gives her take on the macroeconomic implications as we head into 2021. She provides a boots-on-the-ground analysis of life in Italy today.
Chris Versace of Tematica Research came on the show to share some stock idea's for this market. $MKR $WMT $TGT $SWKS $QCOM $KR
Lenore Hawkins joins the show from Italy where she gives her take on what is happening in Europe with the latest round of lock-downs. We also discuss the most recent macro data and some of her thematic investment ideas.
Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund. On this episode we discuss the death of the 60/40 portfolio, bitcoin, investing during an election cycle and the challenges of fixed income investing.
Matt Hougan of Bitwise Asset Management came on the show for the first of two interviews discussing topics around crypto-assets. In this one, we discuss how Financial Advisors can have the crypto conversation and why it is important.
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her strategies on how to bridge the generational differences on teams today.
Adam Blumberg is a unique operator in the financial services industry. He has given up his advisory business to focus on educating advisors and the public on cryptocurrencies and the blockchain. In this interview, you will learn why crypto, blockchain and bitcoin can be challenging for financial advisors and what you can do about it.
Kevin Simpson is the CIO of Capital Wealth Planning, a firm with deep expertise in covered call writing strategies. He came on The Resilient Advisor Show to help financial advisors understand the applications of a covered call strategy in this market. What you will learn: * When to use an ETF and when to use a Separately Managed Account for exposure to covered calls. * How the Enhanced Dividend Income Portfolio from Capital Wealth Planning is constructed to help drive portfolio volatility mitigation. * How the ETF DIVO can be utilized in a 60/40 portfolio.
Learn More about the Capital Wealth Planning strategies: Capital Wealth Planning: https://capitalwealthplanning.com The DIVO ETF: https://amplifyetfs.com/divo The EDIP SMA: https://capitalwealthplanning.com/enhanced-dividend-income-portfolio
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her simple tricks to help advisors focus.
Tyrone Ross of Onramp Invest is passionate about educating the Financial Advisor community on the world of Crypto. This is the first 'Crypto Office Hours With Tyrone Ross' where my shameless goal is to make this the #1 resource for Financial Advisors on all things crypto.
Advisor attitudes towards model portfolios are changing in the post-crisis world. The YCharts team just released a new survey with some interesting findings. Caleb Eplett came on The Resilient Advisor Show to share their findings. Download the full report here: http://bit.ly/advisormodels Connect With Caleb & YCharts YCharts: www.ycharts.com LinkedIn: https://www.linkedin.com/in/calebeplett YCharts on Twitter: https://twitter.com/YCharts
The industry is changing fast. Penny Phillips of Thrivos Consulting comes on The Resilient Advisor Show to share her thoughts on the three types of advisors we will find in the market once the dust settles from this crisis.
Michael St Lawrence, the founder of SalesGym, is an expert on sales with a deep understanding of the process top-performing advisors use to grow their business. He came on the Resilient Advisor Show to share his insights.
Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how difficult it can be to find a 'Margin of Safety' in this market. We discuss the current state of sectors, factors, commodities and especially gold in this environment.
The economy is changing rapidly and allocating to the Mega Trends could have a significant impact on your portfolio. O'Shares ETFs President, Connor O'Brien, joins me to discuss several of these trends. We Discuss: -> The "Stay-at-Home" Economy opportunity. -> The "Work-from-Home" revolution. -> How the "Play-at-Home" trend presents investment opportunities. -> The basic structure of the index that the ETF OGIG tracks. Download the O'Shares ETF report: www.oshares.com Bonus: If you liked the ETF Action tool on the broadcast, grab for a free trial: www.etfaction.com
he area of 'Financial Wellness' has become a hot topic in financial services, but most programs are not authentic and struggle to really add value. In this interview, Rick Kent shares his vision of how a well built corporate financial wellness programs can help employees, employers and financial advisory firms in a truly and win-win-win collaboration. Rick Kent is the CEO and founder of Merit Advisors and the founder of Mentoro, a corporate financial wellness provider. He is ranked as the #1 advisor at LPL. Merit has $3 billion AUM, 10 offices in 6 states, with 71 employees as well as a $700M+ RIA platform for independent partners.
Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment framework for building systematic models for all market environments.
Wes Gray, P.h.D. of Alpha Architect comes on to share his thoughts on portfolio construction and the application of value and momentum in security selection.
Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In this interview, he articulately lays out his 'What-How-Why' framework for rethinking risk management. We also discuss the history of momentum investing, potential recovery outcomes from our current crisis and how a 'Dimmer Switch' approach to portfolio tilts can improve client outcomes.