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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: March, 2018
Mar 19, 2018
Brett Danko is an industry veteran who has seen it all.  He comes on the podcast to discuss why a financial advisor should NOT go out on their own.  He has seen the bad outcomes, as well as the good. His insights should be informative to anyone considering a move. His deep experience training thousands of CFP® professionals (myself included!) and running is own national RIA allows him to provide a robust 360 degree view. 
 
 
Connect With Brett
 
LinkedIn: Link
Website: https://brettdanko.com
Main Street Financial Solutions: www.msfsolutions.com
Twitter: @BrettDankoCFP
 
About Brett

 

Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC(link is external), where he manages and advises his own clients.

Brett’s advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.

 

A dynamic speaker and entertaining teacher(link is external), his insights and instruction will be your best preparation for taking the CFP Board Exam. If you already have your CFP certification, he provides the kind of real world support you need through his online Continuing Education and fosters your knowledge to help drive your business to the next level.

 

Not only is his instruction and feedback informative and noteworthy, Brett is also easily accessible to his students. By signing up for his classes or audio updates, you will have his cell phone number and his e-mail address, giving you the individual feedback you need to better your career and your business.

Brett's live courses include -

  • Brett Danko as your personal instructor
  • Course material updated for every cycle of the exam. This is not true for some competitors who print in bulk use the material over a series of exams.
  • Pricing is inclusive of all materials. If you do need to retake the review course we charge you only our cost – no profit.
  • For students who do not pass the CFP Board Exam, Brett personally follows up with a review of the results and an individualized strategy for next steps.

If you want the best instruction from the best teacher and the support and guidance you need to make your career the best it can be, partner with Brett Danko today.

 

Mar 12, 2018
Mark Parrott is the author of Meta-Trends And The Next Economy and a financial advisor with a very unique and insightful approach to the business, the economy and adding value to small business owners. Mark and Jay Coulter discuss:
 
  • The value of created Intellectual Property in your practice.
  • How the Certified M&A Advisor designation changed his value proposition to clients and prospects. 
  • The Alliance of Certified M&A Advisors.
  • How Financial Advisors can add 'Extreme Valuation' to their practice.
  • How to target small businesses with $5-20 million dollars in revenue with a unique approach that gets results.
  • How to build a countercyclical revenue stream in your practice. 
 
Connect With Mark
 
Twitter: @meta_trends
LinkedIn: @businessownercoach
 
 
About Mark (From his website)
 
Mark C. Parrott is a wealth manager and financial advisor specializing in helping business owners and families prepare for and enjoy their retirement.

A 24-year financial-services industry veteran, Mark is a retirement-planning expert with extensive experience in investment-portfolio design, wealth-distribution strategies, income- and estate-tax planning, and mergers and acquisitions. Mark joined Creative Retirement Planning, Inc., in 1996, after spending te early part of his career at Merrill Lynch. Today he is instrumental in serving clients across the country.

Mark earned a Baccalaurate Degree in Finance in 1989 at State University of New York New Paltz.  He also has a certificate in Investment Decisions in Behavioral Finance from the Harvard Kennedy School of Government and became a Certified Mergers-and-Acquisitions Advisor at DePaul University.

 

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