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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: December, 2017
Dec 26, 2017
Duncan MacPherson of Pareto Systems joins Jay Coulter for this episode of The Resilient Advisor Podcast. Duncan is one of the industries top thought leaders in the areas of practice management and business development. He is a well-known industry keynote speaker and the author of several books including his most recent titled 'The Advisors Playbook'.
 
What We Discuss:
 
Duncan's Framework For Building A Critical Path To Franchise Readiness:
 
   1. Why: Demography and Commoditization 
   2. Who: Demographics, Proteges and The Remnant 
   3. How: The 6 Month Process For 'Re-framing.' 
 
Cracking The Code:
 
   1. Wealth Management Process
   2. Practice Management Process
   3. Relationship Management Process
 
The Advisor Fit Process: How to make sure an acquisition/merger target is the right fit for your business.
 
The Rule of Three: Anything that you do 3 or more times that has 3 or more steps needs to be systematized. 
 
The Complete Family Office (CFO) Model: How to build a Relationship Mangement Branding Strategy.
 
Duncan's popular LinkedIn post on becoming 'Franchise Ready': Link
 
 
Connect With Duncan:
 
Websites:  www.paretosystems.com and www.duncanspeaks.com
Dec 19, 2017
Dr. Jack Singer joins Jay Coulter on The Resilient Advisor Podcast to discuss two issues that hold many financial advisors back: Stress & The Impostor Syndrome. We also dive into 'Learned Optimism' and how it impact financial advisors.
 
 
Connect With Dr. Jack
 
Facebook: @DrJackTheFunSpeaker
Twitter: @drjacksinger
Website: www.advisingtheadvisors.com
Email: drjack@advisingtheadvisors.com
 
About Dr. Jack Singer (From his website)
 

I am a nationally-renowned psychologist, professional Keynote speaker, author, trainer, mentor and consultant to financial advisor organizations I enjoy utilizing cutting-edge research in the fields of Positive Psychology, Resiliency, and Neuroplasticity, combined with humor and audience engagement to deliver results-driven inspiration and techniques to ensure that all finance professionals and audience members leave your event energized, entertained, educated, and alive with new career possibilities.

Dec 11, 2017
The DiSC assessment is a powerful tool for both enhancing your sales skills and building your team. Nicole Jansen comes on the podcast to share her experience working with financial advisors on how to best leverage DiSC in their business. She is a Certified Human Behavior Specialist with over 27 years of industry experience. Nicole is also the host of The Leaders Of Transformation Podcast which has been downloaded in over 100 countries. 
 
 
Connect With Nicole
 

LinkedIn:  @nicolejansen

Facebook: @DiscoverTheEdge  

Twitter:  @DiscoverTheEdge

Instagram: @nicolejanseninc

 

Website: www.discovertheedge.com
 
About Nicole
 

There are few people who can captivate both a small group of 5 and inspire a large group of 3000 with a message that touches them all deeply.

 

As a business owner and entrepreneur for over 25+ years Nicole Jansen has helped thousands of individuals and organizations earn millions of dollars while fulfilling their mission in life. Her deep passion for helping people discover their greatness and live life at the next level is what has made her one of the most in-demand speakers and coaches in her region.

 

Her message is one of inspiration, focus, and relentless commitment to being the best you can be; that the road to success is paved with conscious awareness, inspired action, and serving others in a positive way.

 

Nicole is passionate about empowering people with proven business development skills as well as the necessary personal development insights to master “the little voice in their head” and create the life they want.  It is this combination of personal and business mastery that has earned Nicole the reputation of getting incredible results from her clients and audiences in such a short period of time. Very few understand how to blend these skills together to create the magic that she creates for others.

She is a certified Human Behavior Specialist through Personality Insights, a certified Strategic Intervention Coach through Robbins-Madanes Training, and has been personally trained and mentored by some of the top business, sales and leadership experts in the world.

 

She has coached and trained thousands of people to play to their strengths and do what they love, while achieving greater results in the areas of sales, team performance, profitability, career and business development, including clients who have:

> Increased sales 150% in 4 weeks
> Doubled revenue year over year
> Increased profitability 2.5 times in 2 months
> Increased team sales activity over 500% in one week

…all within the context of fulfilling a greater mission, serving their market in a positive way, and building a more empowering work environment for their team.

 

Nicole is an incredible teacher, trainer and coach because her first love is that of learning herself and then teaching those lessons to others.

 

She continues to act as a volunteer coach, leadership advisor and trainer for various charitable organizations. Nicole enjoys meeting new people, traveling and expanding her vision, as well as surrounding herself with inspirational leaders who are using their strengths to positively impact people around the world.

She is blessed with a loving family and friends, and spends her spare time enjoying their company, reading, jogging, or walking the beaches of sunny California while contemplating how to empower and inspire more people to live their purpose.

Dec 6, 2017

As a financial advisor, the student loan problem is a major issue when building financial plans. On this episode of The Resilient Advisor Podcast, Joseph Reinke, CFA of FitBUX shares his thoughts on solutions to this issue.

Connect With Joseph

 

Twitter: @Fitbuxofficial
Facebook: @Fitbuxofficial
Website: www.fitbux.com
 
 
About Joseph
 
Joseph Reinke is the CEO and founder of Fitbux, Inc. FitBUX is introducing innovative finance products and technology to the student lending industry. Joe has been in the finance industry for over a decade and is a CFA Charterholder. He has hosted numerous live chats about student loans with SPTs across the country, presented at the California Student Conclave, appeared on podcasts, and written numerous financial blogs.
 
Tags: Jay Coulter, The Resilient Advisor, The Resilient Retirement
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