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The Resilient Advisor

This a podcast for Financial Advisors. It 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: 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
Nov 29, 2017
Professor Jamie Hopkins comes on The Resilient Advisor Podcast with Jay Coulter to discuss how sophisticated financial advisors are using home equity as a tool in retirement plans. Jamie has been feature on Consuelo Mack’s PBS show WealthTrack (Link), Forbes (Link) and MarketWatch. 
 
Reverse mortgages are not what they used to be. This episode will be very informative for any financial advisor or financial planner who is stuck in the dogma that the industry has around these tools. You owe it to your clients to understand how these work and how they can help your clients have better outcomes in retirement.
 
Connect With Jamie
 
Website: hopkinsretirement.com
 
Twitter: @retirementrisks
 
 
About Jamie (From The American College Website)
 

Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®, is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The College. Teaching courses in retirement, estate planning, and life insurance, he has educated thousands of financial services professionals and continues to move the needle for retirement income planning.

 

Professor Hopkins is recognized as one of the leading retirement planning experts in the United States and, in 2015, was selected by InvestmentNews for its list of the top 40 financial services professionals under the age of 40. Professor Hopkins has also contributed numerous articles for periodicals including Villanova Law Review, Nebraska Law Review, and Hastings Science & Technology Law Journal, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association.

 

Professor Hopkins received his Bachelor of Arts degree in political science at Davidson College. He then attended Villanova University School of Law, where he obtained his JD and graduated with honors. He later received his MBA from the Villanova University School of Business. Professor Hopkins also holds an LLM from Temple University and two financial planning designations from The American College: the Chartered Life Underwriter® (CLU®) and Retirement Certified Professional® (RICP®).

Nov 16, 2017
Will Rhind, the CEO and Found of GranitesShares joins Jay Coulter on this episode of The Resilient Advisor Podcast to discuss portfolio construction with broad-based commodity ETFs and gold ETFs. 
 
What We Discuss:
 
Does it make sense to use the ETF structure for commodity structure?
 
The Bloomberg Commodity Index vs the GSCI Index.
 
The implications of the recent energy drawdown.
 
Mean Reversion implications for index investors.
 
COMG vs COMB
 
Gold ETF's as a part of a diversified portfolio.
 
BAR ETF as a unique gold ETF. (It is not leased out by prospectus) 
Connect With Will:
 
Website: Graniteshares.com
 
 
About Will (From His Website)
 

In 2016, Will Rhind challenged himself to find a way to do things differently. As a 16-year veteran of the ETF industry with experience working at, building and running, well-established successful ETF businesses, he made a keen observation: investing just isn’t as exciting as it once was.

 

Will asked himself is how do you bring back that excitement? As an experienced entrepreneur, he decided to answer that question by launching his own ETF company - GraniteShares was born.

 

Will’s focus on disrupting the financial industry has taken GraniteShares from an idea to a successful start-up garnering the attention of Bain Capital and other well-known ETF investors who support his passion to create products that will change the way people see investing.

 

Will spends his time outside of GraniteShares with his wife and three children. He’s on the Board of Directors of the Bath University Foundation, has a passion for classic cars, Manchester United, and travel – especially back to his roots in Aberdeen, Scotland, “The Granite City”.

Tags: Jay Coulter, Resilient Advisor, The Resilient Advisor, Portfolio Construction

Nov 8, 2017

On this podcast, Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility and how to position gold in a portfolio.  

Tags: The Resilient Advisor, Resilient Advisor, Jay Coulter

Nov 3, 2017
This week Morgan Stanley is exiting the Recruiting Protocol. While the implications are not exactly clear at this time, Attorney Joel Beck discusses what we know at this time. 
 
Connect With Joel
 

   Phone: (678) 783-3692 Office

   Email: joel@thebeckfirm.com

 

   Website: http://thebeckfirm.com

Oct 23, 2017
On this episode I interview Dan Sondelm, CEO of Sondhelm Partners. He as 20 years of experience building brands in the financial services industry.
 
How do you establish yourself as a 'Thought Leader?'
1. Define your message and be a part of the conversation
2. Produce Content: Blog, Podcast, YouTube
3. Repurpose Content (Social Media)

 

Idea: Have you googled yourself? It's important!

 

Why social media is important for financial advisors.

1. Your competition is there.

2. Your clients are there.

3. Serious prospects are there.

 

Idea: Think of 'social media' as just an extension of digital media.

 

The Donald Trump lesson: What happened to Dan after Donald Trump retweeted his tweet!

 

     Article: What Financial Advisors Can Learn From Donald Trump

 

     Dan's blog post on his viral article: Link

 

 

Idea: Follow influencers across all social media platforms.

 

Idea: Leverage technology

    Buffer

    Hootsuite

 

What does it look like when an advisor hires a public relations firm? 

 

 

Connect With Dan

 

 

Website: www.sondhelmpartners.com
Twitter: @DanSondhelm
LinkedIn: @DanSondhelm
Facebook: @sondhelmparters
Email: dan@sondhelmpartners.com
 
 
 
About Dan (From his website)

 

Dan Sondhelm is the CEO of Sondhelm Partners, a firm designed to help financial companies attract investors, strengthen distribution and build brands.

Dan is a nationally recognized financial communications expert. For more than 20 years, Dan has helped financial clients grow by providing guidance and perspective. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.

Dan was also nominated by MutualFundWire in 2009 as one of the Most Influential People in Fund Distribution for his guidance and perspective in helping companies grow. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.

Prior to establishing Sondhelm Partners, Dan was a senior partner and senior vice president at SunStar Strategic for more than 20 years. In this role, he was instrumental in helping boutique and larger firms develop strong distribution and marketing programs. Dan earned an MBA from the Kogod College of Business Administration at American University in Washington, DC. He lives in Alexandria, VA with his wife Jenna, twin children Madeleine and Gabriel, and cat Remy.

Sep 21, 2017
My guest on this episode is Russ Rausch of Vision Pursue. Russ and his team consult with professional athletes, coaches and corporate organization.  He teaches his clients how to improve performance by changing the way they think. 
 
 
What We Discuss:
 
We all carry an 8-1 'Negativity Ratio' with our thoughts. This impacts performance. 
 
How to train your brain to influence your thoughts via an understanding of the chemical reaction in your brain.
 
The Four Elements
 
   1. Expectations, Judgement and Control
   2. Emotions
   3. Identity & Purpose
   4. Mindfulness & Meditation
 
The Visions Pursue SEE Model
   Separate
   Embrace
   Evaluate
 
How Phil Jackson, John Wooden and Nick Saban focus on the PROCESS, not the RESULT. 
 
 
Learn More About Vision Pursue's Training & App: www.VisionPursue.com
 
 
About Russ Rausch
 
Russ is an executive with over 16 years of C-Level experience with companies in the hedge fund and technology sectors. Before VP, Russ was the COO of the hedge fund Emil van Essen in Chicago. He was also part of the executive team that took the trading software firm, Trading Technologies, Inc. (TT), from a 20-person startup to a successful 650-person global company as CFO, Head of Global Support, and EVP of Global Buyside Sales.
Sep 13, 2017

 What we discuss:

 

Gallup Strengths Finder: www.gallupstrengthscenter.com

Kolbe A Assessment: http://m.kolbe.com/aindex 

 

Kristin's New Course: 8 Weeks To Elevate Your Practice: http://andreegroup.com/ElevateWebinarSignUp

 

Watch The Video About Her Course: Link

 

 

Connect with Kristin:

 

Website: http://andreegroup.com

 

Social Media

 

Facebook: @andreegroup

Twitter: @andreegroup

Instagram: @andreegroup

LinkedIn: @kristinandree

Aug 27, 2017
Partnering with the right wholesaler can bring tremendous value to an advisory practice. Industry veteran Rob Shore of Wholesaler Masterminds® comes on the podcast to discuss how a financial advisor can determine if they have established a truly impactful partnership with their key wholesalers.
Jul 26, 2017
Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition.
 
 
Connect With Linda
 
Website: cma.consulting
Email: lwillis@cma.consulting
LinkedIn: www.linkedin.com/in/lindareidwillis
Jul 12, 2017
Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition Consultant Aaron Hasler of www.aaronhasler.com comes on the podcast to share some of his expertise on this important topic.
 
Connect with Aaron
 
Website: www.aaronhasler.com
LinkedIn: Link
Jun 23, 2017

I have found podcasting incredibly helpful in both my professional and non-profit efforts. It is an incredible platform that allows you to connect with people and build your brand. Kirk Lowe is an expert at building financial advisor marketing strategies and he is a big advocate of podcasting. On this episode we discuss the Top 10 Reasons Financial Advisors Should Start A Podcast.

Kirk's podcast with Matt Halloran:  www.topadvisormarketing.podbean.com/

Jun 9, 2017

Tom Lydon is one of the best known ETF experts today.  On this podcast we discuss some of the larger issues facing Financial Advisors today when allocation to ETFs. 

  • Smart Beta vs Factor Strategies.
  • What does a zero cost ETF look like?
  • Are ETF Strategists necessary today?
  • The pros and cons of using fixed income ETFs.
  • The current market for dividend focused ETFs. 
  • Are Robo Advisors really a threat to the traditional model.
  • What will the market for mutual funds look like in 5 years?
Apr 14, 2017

On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients…...which is always a popular topic in this community!  We discuss how top Financial Advisor are del eloping deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.' 


A little background John:


Connect With John
​Twitter: @LifeRefinedMag
LinkedIn:
@JohnFrankot

Apr 4, 2017

Without a succession plan, you are inviting a business and financial catastrophe.

Your heirs will not maximize your years of hard work.

You need a plan. ASAP!


On this episode of The Resilient Advisor Podcast we discuss this 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.  

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.  

Feb 15, 2017

This episode of focuses on the dangers of a cyber attack. It could literally destroy your business and credibility. I interview Jonathan DeCollibus, who is the CEO of BravoSec.com. We also talk a little about the dangers that can be found on your phone, tablet and home computer. 

Jonathan's firm is the nation’s only cyber security firm that works exclusively with RIAs.  BravoSec.com is a boutique cyber security firm, taking on only a handful of clients every year in the RIA space and serving them with the highest security available today, closing the gap for RIAs between compliance requirements and actual security.

Feb 2, 2017

10 year NFL veteran Jon McGraw comes on the podcast to discuss success, happiness and building a 'Performance Mindset.'  He is the co-founder of Vision Purse, a mental skills training company focused on helping sport organizations and corporate organization leverage the most current performance enhancement methods.

Jan 25, 2017

If you are not familiar with Suzy’s story, she was is a three-time olympic track and field star. She went on to become a spokeswoman for Disney and then started moonlighting as a high priced escort in Las Vegas. Once she was exposed it became tabloid fodder and her career appeared ruined.

She has told her story on Dr. Phil and ABC’s 20/20 and her new book, Fast Girl, is a New York Times best seller.

This interview was originally recorded for The Conquer Worry Podcast and instantly became one of the shows most popular episode, having been downloaded in over 90 countries. I reached out and asked her if I could share this interview on this new Financial Advisor focused podcast and she was all for it a
nd that is because it is a story of mental resilience and professional redemption.


This is a story of resilience. Personal and professional resilience.  

Jan 18, 2017

The Resilient Advisor Podcast is focused on helping Financial Advisors build resilience in their business and personal life.  Hosted by CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® Jay Coulter.

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