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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: July, 2018
Jul 27, 2018
Ivan Barretto is a compliance expert who joins me on this episode of The Resilient Advisor Podcast to discuss the important issue of senior vulnerability. Do you know how to identify if your clients are being targeted?  As the baby boomers age, there is a large percentage of the population that is at risk. Ivan and I discuss the ways to identify who may be a risk and how to protect them and your business. 
 

Connect With Ivan

Personal LinkedIn: https://www.linkedin.com/in/ivanbarretto30/

Business: https://www.linkedin.com/company/25040493/

Twitter: https://twitter.com/RIAComplyCEP

Instagram: https://www.instagram.com/riacomplianceconcepts/

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

Jul 9, 2018
Dan Raykhman is the CEO of Fungible Network which is building a platform for issuing asset-backed crypto tokens.
 
On this podcast we discuss:
 

1. Why cryptocurrencies are revolutionary?

2. What is tokenization?

3. Why do assets need to be tokenized?

4. What is the legal landscape of tokenization?

5. How does Fungible works?

6. What is the most exciting part of Tokenization?

 
Think of this episode as crypto 101 for financial advisors and investors.
 
Connect with Dan
 
LinkedIn: www.linkedin.com/in/danraykhman 
 
Website: Fungible.Network
Jul 6, 2018
Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author of “The Social Media Handbook for Financial Advisors” and co-host of the podcast Top Advisor Marketing.
 
On this podcast, we discuss how financial advisors who want to grow can leverage digital techniques for their prospecting efforts. We take a high-level view of a series that he produced with his partner Kirk Lowe on their podcast - The 7 Dynamic Digital Prospect Techniques: Link.
 
 
 
Connect With Matt:
 
LinkedIn: https://www.linkedin.com/in/matthallorantam
 
Website: http://topadvisormarketing.com/
 
 
About Matt
 

Matt got started in the financial services industry 20 years ago as a certified life and business coach.   As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert.  More recently, Matt has added podcasting to that list.

Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence.

Matt’s first book “The Social Media Handbook for Financial Advisors” available on Amazon was a big hit. He’s been leading the social wave in financial services for years – teaching top advisors how to be human in an oftentimes inhuman industry. His second book “99 best ideas”, was an Amazon bestseller and is filled with marketing ideas.

 

In his list of accomplishments, Matt has served in the Navy, is a trained therapist, been a radio host, and worked as a financial professional too. Matt’s breadth of hands on experience positions him superbly to help financial professionals build the marketing side of their practices.  He’s been there, done that and has the T-Shirt.

 

Matt is married with two twin teenage boys. They are avid swimmers. Oh, and Matt’s dogs are a big ole St. Bernard and a rescue pitbull mix named Luke (after the Jedi).

Jul 1, 2018
The first half of the year presented investors with some real challenges. If you are not familiar with the Resilient Investing philosophy, we do not forecast or make predictions of any type. Forecasting is a game that can't be won. We simply observe market outcomes to see if our system for long-term investment results is still working as designed. 
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