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The Resilient Advisor

This podcast is dedicated to helping financial advisors 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.
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Nov 24, 2021

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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LinkedIn: https://www.linkedin.com/company/geowealth

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Nov 22, 2021

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

Follow WealthSource on Social: https://www.linkedin.com/company/wealthsource-partners-llc/

Follow Model FA on Social: LinkedIn: https://www.linkedin.com/company/modelfa/

Twitter: https://twitter.com/TheModelFA

YouTube: https://www.youtube.com/channel/UCPjIRaZprdrPddK9Wy1rTYA/featured

Podcast: https://themodelfa.libsyn.com/

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© Resilient Advisor. All Rights Reserved

Nov 15, 2021

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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Nov 8, 2021

Lenore Hawkins joins Jay Coulter on The Resilient Advisor Show to discuss what she is seeing in the macroeconomy. 

Follow Lenore Hawkins:

--Twitter: https://twitter.com/elleseconomy

--LinkedIn: https://www.linkedin.com/in/lenorehawkins/

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Nov 1, 2021

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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Oct 25, 2021

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

Oct 18, 2021

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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Oct 1, 2021

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/

Follow Optimi Health on Social:

-- LinkedIn: https://www.linkedin.com/company/optimihealth/

-- Twitter: https://twitter.com/Optimi_Health

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© Resilient Advisor. All Rights Reserved

Sep 29, 2021

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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Sep 27, 2021

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

Sep 6, 2021

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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Sep 2, 2021

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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© Resilient Advisor. All Rights Reserved

Aug 30, 2021

Portfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report.

Grab your copy here: https://www.blok-chain-monthly.com

 

Aug 27, 2021

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

Aug 13, 2021

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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© Resilient Advisor. All Rights Reserved

Aug 11, 2021

Dasarte Yarnway, Founder of Berknell Financial Group & Head of Community at Altruist, tells his story and discusses how he serves his clients and community.

Connect With Dasarte:

LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/

Twitter: https://twitter.com/DasarteYarnway

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© Resilient Advisor. All Rights Reserved

Aug 9, 2021

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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© Resilient Advisor. All Rights Reserved

Aug 6, 2021

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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© Resilient Advisor. All Rights Reserved

Aug 2, 2021
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
Jul 30, 2021

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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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jul 29, 2021

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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© Resilient Advisor. All Rights Reserved

Jul 21, 2021

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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© Resilient Advisor. All Rights Reserved

 

Jul 8, 2021

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/

Follow Chris Versace:

--Twitter: https://twitter.com/chrisjversace

--LinkedIn: https://www.linkedin.com/in/chrisverace/

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© Resilient Advisor. All Rights Reserved

Jul 6, 2021

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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© Resilient Advisor. All Rights Reserved

Jun 29, 2021

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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