Info

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.
RSS Feed
The Resilient Advisor
2022
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
April
March
February
January


Categories

All Episodes
Archives
Categories
Now displaying: Page 1
Apr 6, 2022
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:
 
Follow Financial Advisor TV™ on Social:
 
Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
 
Follow Resilient Advisor™ On Social:
 
Learn more about Resilient Advisor™: https://www.resilientadvisor.com
 
© Resilient Advisor. All Rights Reserved
Mar 21, 2022

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

Follow Financial Advisor TV™ on Social:

YouTube: https://www.youtube.com/c/FinancialAdvisorTV

Twitter: https://twitter.com/finadvisortv

TikTok: https://www.tiktok.com/@financialadvisortv

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

© Resilient Advisor. All Rights Reserved

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.

Mar 14, 2022

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.

Follow Financial Advisor TV™ on Social:

YouTube: https://www.youtube.com/c/FinancialAdvisorTV

Twitter: https://twitter.com/finadvisortv

TikTok: https://www.tiktok.com/@financialadvisortv

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

© Resilient Advisor. All Rights Reserved

Mar 9, 2022

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/

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

Mar 4, 2022

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.

Follow Financial Advisor TV™ on Social:

Twitter: https://twitter.com/finadvisortv

TikTok: https://www.tiktok.com/@financialadvisortv

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

© Resilient Advisor. All Rights Reserved

Feb 23, 2022

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

Follow YCharts on Social:

Twitter: https://twitter.com/ycharts

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

Facebook: https://www.facebook.com/ychartsinc

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

Feb 14, 2022

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/

Follow Katie Braden on Twitter: https://twitter.com/KatieABraden

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

Feb 7, 2022

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

Follow Dan Weiskopf on Social:

Twitter: https://twitter.com/ETFProfessor

LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/

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

Jan 31, 2022
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

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

Jan 19, 2022

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

Follow Dan Weiskopf on Social:

Twitter: https://twitter.com/ETFProfessor

LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/

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

 

Dec 27, 2021

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/

Follow Tony Davidow on LinkedIn: https://www.linkedin.com/in/tony-davidow

Learn more about Investments and Wealth Institute:

Website: https://investmentsandwealth.org/home

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

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

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

© Resilient Advisor. All Rights Reserved

Dec 20, 2021

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

Follow Trust & Will on Social:

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

Twitter: https://twitter.com/trustandwill

Facebook: https://www.facebook.com/trustandwill

Follow Andres Mazabel on Social:

LinkedIn: https://www.linkedin.com/in/andres-mazabel/

Twitter: https://twitter.com/AndresMazabel

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

Dec 13, 2021

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.

Follow Home Bistro on Social:

Twitter: https://twitter.com/HomeBistroChef

LinkedIn: https://www.linkedin.com/company/home-bistro-inc

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.

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

 

Dec 8, 2021

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/

Twitter: https://twitter.com/EmlesAdvisors

Connect with Eric Qian: LinkedIn: https://www.linkedin.com/in/qianeric/

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

 

Dec 1, 2021

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/

Follow PlannerDAO on Social:

Twitter: https://twitter.com/plannerdao

LinkedIn: https://www.linkedin.com/in/planner-dao/

Follow Adam Blumberg on Social:

Twitter: https://twitter.com/Interaxis8

LinkedIn: https://www.linkedin.com/in/adamblumberg/

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

 

Nov 29, 2021

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

Follow Dan Weiskopf on Social:

Twitter: https://twitter.com/ETFProfessor

LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/

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

 

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

Follow GeoWealth on Social:

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

Twitter: https://twitter.com/GeoWealthTech

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

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/

Facebook: https://www.facebook.com/groups/modelfa/

Instagram: https://www.instagram.com/themodelfa/

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

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/

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

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/

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

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/

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

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/

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

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

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

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

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

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

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

1 2 3 4 5 6 7 Next » 9