This is a podcast for Financial Advisors, dedicated to helping listeners build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
Advisor attitudes towards model portfolios are changing in the post-crisis world. TheYChartsteam just released a new survey with some interesting findings.Caleb Eplettcame onThe Resilient Advisor Showto share their findings.
The industry is changing fast.Penny PhillipsofThrivos Consultingcomes 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, isan 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.