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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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Now displaying: March, 2017
Mar 9, 2017

Have you had a client close their account because a competitor presented them with the latest Managed Futures Fund with a great 'track record?'  Has a client moved their business because they decided that they could trade futures contracts and generate better returns than you?  Are you constantly discouraged by the underperformance of your ETF allocation to commodities? 

On this episode of The Resilient Advisor I discuss these issues with 20 year trading veteran John Farley, who is the Volatility Portfolio Manager with Emil van Essen, LLC.

Mar 3, 2017

The decision to breakaway from your firm is never an easy one.

  • Is the grass really greener?
  • Have you considered all of the new roles and responsibilities that will need to be filled?  
  • Are your compliance and regulatory filings inline for a move?


On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm.  Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.  

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