Info

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.
RSS Feed
The Resilient Advisor
2022
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
April
March
February
January


Categories

All Episodes
Archives
Categories
Now displaying: November, 2018
Nov 29, 2018
On this episode we explore the future of fintech with the CEO of RobustWealth, Mike Kerins.  The digital advice space is changing rapidly and if you are not paying attention you are putting your business at risk. Mike shares his thoughts on how he sees the space unfolding in 2019. 
 
 
 
Connect With Mike On LinkedIn: https://www.linkedin.com/in/michael-kerins-cfa-frm-165a97ba/
 
About Mike
 

Mike Kerins, CFA, FRM | Founder and Chief Executive Officer

 

Mike Kerins is the founder and CEO of RobustWealth, a B2B digital wealth management platform headquartered in Lambertville, NJ. Prior to RobustWealth, Mike spent eight years at Franklin Templeton, where he managed an investment team overseeing a global portfolio of assets equaling $40 billion. He also served as head of asset class research and has expertise spanning strategic and tactical asset allocation, portfolio construction, target date strategies and liquid alternatives. Mike is a CFA charter holder as well as a certified Financial Risk Manager. He holds a B.S. in Chemical Engineering and a B.S. in Finance from the University of Colorado and also has a certificate in Computational Finance from the University of Washington. He lives with his wife and three children in Lambertville, NJ.

 

RobustWealth social media channels:

 

Nov 14, 2018
Julie Littlechild is a client engagement expert and industry thought leader. This is her second appearance on The Resilient Advisor Podcast. In this episode, Jay Coulter interviews Julie to get help listeners learn her strategies on building an exceptional client experience. 
 
From the podcast - Asses your Client Experience: www.absoluteengagement.com/blog/client-engagement/assess-your-experience/
 
 

Connect With Julie

Twitter: @jlittlechild

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

Blog: www.absoluteengagement.com/blog

Email: jlittlechild@absoluteengagement.com

Website: www.absoluteengagement.com

 

 

About Julie

 

Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future.

 

Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years.  Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released in January, 2017.

 

Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.

 

Nov 5, 2018
Shay Eskew's life story is inspirational. He ranks in the top 1% of IRONMAN worldwide despite burns on 65% of his body. He is an active father of 5 children while managing a successful professional and speaking career. He is now an author. 
 
Learn his story and techniques for motivation on this episode of The Resilient Advisor with Jay Coulter. 
 
 
Connect With Shay
 
 
 
 
 
 
 
 
 
About Shay
 
 
Shay is an All American / All World ranked triathlete, former black bear researcher, burn survivor with scars over 65% of his body and sought out motivational speaker/author. At the age of 8, Shay was set afire by a neighbor’s child and credited with saving the life of his 7 year old friend. Despite being told he’d never play sports again, enduring over 35 surgeries the last 36 years, Shay is a 4x IRONMAN, 4x member of Team USA, 25x IRONMAN 70.3, ranked top 1% of IRONMAN worldwide, and has competed in 10 triathlon World Championships in 7 countries on 4 continents, including the IRONMAN World Championships in Kona, Hawaii (competed at the 2018 IRONMAN 70.3 World Championship in South Africa). Additionally, Shay is a sponsored triathlete of Newton Running and First Endurance and an inaugural cohort of exceptional service-oriented athletes known as the Malama Club, long standing members of the IRONMAN Foundation ambassador team.
 
Shay received a BS (cum laude) and an MBA (finance) from the University of Tennessee.  Most importantly, Shay recently celebrated his 15yr wedding anniversary and is the proud father of 5 kids under 12.
1