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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: April, 2018
Apr 27, 2018
Leadership expert Elizabeth McCourt comes on the podcast to share her thoughts on how financial advisors can become better leaders.
 
Connect With Elizabeth
 
Website: http://www.mccourtleadership.com
Email: elizabeth@mccourtleadership.com
Facebook: www.facebook.com/mccourtleadership
Twitter: https://twitter.com/ecmccourt
Instagram: https://www.instagram.com/rizabiz
LinkedIn: https://www.linkedin.com/in/elizabethmccourt
Apr 18, 2018

Charles Sherry is a financial writer, analyst and speaker who is an expert on the topic of leveraging communication to increase advisor visibility. On this podcast we go deep on client communications issues during periods of market volatility.  

He is is a regular contributor to popular Horsesmouth blog and he brings almost 25 years of industry experience, including six years authoring the highly-rated Schwab Market Update.
 
Connect With Charles
 

LinkedIn: https://www.linkedin.com/in/charlessherry/

Twitter: https://twitter.com/CharlesSherry

Blog: https://www.financialjumble.com/blog/

Facebook: https://www.facebook.com/financialjumble/

Apr 12, 2018
Ellen Rogin, CPA, CFP® comes on this episode of The Resilient Advisor Podcast to discuss how she grew her business through referrals with her philosophy of 'Generosity' as a currency. She is a Financial Advisor, Speaker, Money Expert and NY Times Best Selling Author.  She is a host of Horsesmouth Advisor Radio and she has been regularly quoted in The New York Times, Money, Time.com, Forbes.com, The Huffington Post, and US News and World Report.
 
 
Connect With Ellen
 
 
Facebook: https://www.facebook.com/AbundanceActivist
Twitter: https://twitter.com/ellenrogin
Youtube: https://www.youtube.com/user/ellenrogin
LinkedIn: https://www.linkedin.com/in/ellenrogin/
 
 
About Ellen
 
 
Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. A top producing financial advisor, Ellen is a nationally-known expert on building wealth. She speaks across the country on creating success and abundance.
 
Chock full of “left-brain” credentials (MBA, CPA, CERTIFIED FINANCIAL PLANNER™), Ellen also walks on the “right” side, balancing values, big picture ideas, meditation and a sense of humor with all her professional training. She is as comfortable talking about the power of compound interest as she is the power of belief.
 
Ellen and her work have been quoted in such national publications as The New York Times, Money, Time.com, Forbes.com, The Huffington Post, and US News and World Report.
 
Ellen is a regular contributor to Horsesmouth® and a host of Horsesmouth Advisor Radio.
 
Ellen is founder and president of Strategic Financial Designs Inc., a wealth management firm in Northfield IL, and serves on the Board of Directors for Metropolitan Capital Bank in Chicago and The Ghana Scholarship Fund.
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