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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: February, 2018
Feb 22, 2018

Christopher Music came on the podcast to discuss his work through The Econologics Institute and how he serves private practice professionals through his RIA. Any financial advisor who wants to take their business to the next level will find valuable ideas and strategies in this wide-ranging interview. 

  • Econologics and the Econologics Institute

  • What is a Private Practice Millionaire?

  • The 3 Roles of a true business owner:

    • Technician - Be good at what you do

    • Executive - Managing people with a common purpose

    • Owner - Own your economic well being

  • Maxims of a Private Practice Millionaire

Feb 14, 2018

J.R. Rieger is the Global Head of Fixed Income Indices at S&P Dow Jones Indices. He joins me on the podcast to discuss:

 

  • Active vs Passive fixed income challenges and opportunities

  • Fixed maturity date ETF's

  • Munis vs Corporates in a rising interest rate environment

  • Individual bonds vs Mutual Funds vs ETFs

Feb 7, 2018

Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice and accounting firms. There are 50 potential buyers for every seller in the market. Phil and Jay Coulter discuss current M&A trends that you need to know if you are considering a transaction this year.

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