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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: 2018
Dec 27, 2018

On this episode, Aaron Klein and I discuss the application of behavioral science in our industry. Aaron is the CEO of industry-leading fintech company Riskalyze. He also shares his thoughts on recent developments in the fintech space. 

 

Aaron produces the Fintech Report Card on wealthmanagement.com each month.

 

Connect With Aaron

LinkedIn: www.linkedin.com/in/aaronklein

Twitter: https://twitter.com/AaronKlein


About Aaron (From The Company Website)
 
Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.

 

Dec 26, 2018

Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility. 

Dec 12, 2018

On this episode of The Resilient Advisor podcast, Jay Coulter interviews Eric Ervin who is the CEO of Blockforce Capital.  We discuss the blockchain inefficiencies, cryptocurrency, Bitcoin ETFs and "Alpha Donors."

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.
Oct 18, 2018
On this episode of The Resilient Advisor Podcast, Chris Versace helps listeners understand the power of 'Thematic Investing.'  
 
Chris is the Chief Investment Officer of Tematica Research. He is the chief editor of Tematica Investing and Tematica Pro as well as the author of the Monday Morning Kickoff, which has become a must-read for RIA’s and Money-Managers around the world. Chris is also the co-host of the Cocktail Investing Podcast: www.tematicaresearch.com/cocktail-investing and author of Cocktail Investing: http://a.co/d/dhtrWlm.
 
Connect With Chris
 
Twitter: @ChrisJVersace
Website: www.tematicaresearch.com
Oct 14, 2018
On this episode of The Resilient Advisor Podcast, Daniel Peris comes on to discuss how Modern Portfolio Theory (MPT) has failed investors.  We also discuss his thoughts on how financial advisors and investors can use an alternative approach. This approach is detailed in his new book, Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio.
 
 
  • Daniel oversees $20 billion dollars in equity portfolios as a Senior Portfolio Manager at Federated Investors.

  • He is the author of 3 books on investing: The Strategic Dividend Investor, The Dividend Imperative and his newly released book Getting Back to Business.

  • Daniel also holds a Ph.D and has earned the CFA designation.

 
 
About Daniel
 
Daniel Peris, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios. Before transitioning into asset management, Peris was a historian focusing on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, as well as a study of early Soviet history. He tweets @Back2BizBook and blogshere.
Oct 12, 2018

This series brings listeners thought leaders who share timely insights on today markets. 

Oct 1, 2018

On this episode of The Resilient Advisor Podcast, I am joined by Ed O'Brien who is the CEO of eMoney Advisor. He shares his thoughts on what The Future of the Financial Advisor looks like. His firm is releasing a report on the "Flux-Gen Advisor" in the 4th quarter that you will want to get your hands on when it is released. 

Issues we discuss:
  • How could Artificial Intelligence play into the advisor-client relationship?

  • Trends in the planning-focused community as it relates to preparing for volatility and the next bear market?

  • What the role of the financial advisor looks like in 2028.

  • The integration of eMoney with portfolio management systems such as Black Diamond and Orion.   

  • potential consolidation coming in fintech and what would that look like for the advisor and client?  

  • What he would you say to clients who may still feel as though a pure investment advisory relationship is sufficient for their family.

 

Follow eMoney Advisor on Twitter: https://twitter.com/eMoneyAdvisor

eMoney Conference Information: https://info.emoneyadvisor.com/summit-2018

Sep 30, 2018

On this short episode of The Resilient Advisor Podcast, I outline the implications of the GICS Reclassification for financial advisors.

 

Show Notes:

  • Advisors who use sector index and index products developed by Standard and Poor’s and MSCI are going to be affected by this change.

  • These changes will have an impact on about 40% of the S&P 500’s entire market capitalization. It will impact roughly $17.6 trillion in market capitalization.

    • This includes 10% of the S&P 500 Index market cap,

    • 100% of the telecommunications services sector,

    • 22% of the consumer discretionary sector and

    • 21% of the sector technology sector.

  • These revisions were announced in January and were implemented at the close of business on Sept. 28, 2018,

    • Note, The MSCI Equity Indexes will reflect these changes as part of its semi-annual index review in November 2018.

  • For some historical context, The existing classification system, which was developed in 1999. This change was overdue as they reflect the natural evolution of these sectors and underlying companies.

  • If you find yourself needing to explain the changes to a client, simply point out that ‘The continued integration of media and internet and telecommunications, has led to clear industry consolidation through mergers and acquisitions.”

  • HERE IS WHAT YOU NEED TO KNOW - Directly from Dividend.com’ report on the changes:

    • Telecommunications Services

      • Under the proposed changes, the telecommunications sector will be renamed communications services – a more inclusive banner that accounts for content developers and other media. The new sector will include existing telecommunications companies as well as enterprises from the media industry group, which currently falls under the consumer discretionary sector. This category will also include companies from the internet and direct marketing retail sub-industry along with some big companies currently classified in the information technology sector, including Alphabet Inc. (GOOG ) and Facebook Inc (FB ).

    • Consumer Discretionary

      • The internet and direct marketing retail sub-industry, which is currently listed under consumer discretionary, will be updated to include all online marketplaces and e-commerce companies. Companies such as Alibaba Group (BABA ) and eBay Inc. (EBAY ) will fall under this category.

    • Information Technology

      • Finally, the information technology sector will undergo a major overhaul with the internet software and services industry being renamed internet services and infrastructure. Companies such as Shopify Inc. will be impacted. Cloud computing companies currently classified under internet software and services will receive a new category called application software. As a result, the internet software and services industry and sub-industry will be discontinued.

  • My friend Brandon Hatton of The Hatton Group at Raymond James in Atlanta sent over a detailed report produced by Blackrock on these changes. I recommend connecting with your Blackrock rep and getting a copy if you need more details on these changes. Here are their Key Investor Implications:

    • Direct Impact: Investors who own funds that follow, or are benchmarked to, indexes that follow GICS.

    • Secondary Impact: Sector rotation, diversification and hedging models that adopt sector constraints.

    • Tertiary Impact: Active managers whose investment process monitors sector fundamentals, factors, and trends.

  • Lastly, if you are a dividend investor, the telecommunications sector provided yields north of 5%. The new communications services sector will yield an average of less than 2%

  • I hope that this podcast was useful as you look at your 4th quarter allocations and start planning for 2019.

Aug 7, 2018
The Investment Adviser Association's 2018 Executive Outlook Survey Report has some interesting data points for RIA's and potential breakaway advisors. In this short episode of The Resilient Advisor Podcast, Jay Coulter breaks down the key takeaways for financial advisors.
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. 
Jun 13, 2018

Mark Yusko is the CEO and CIO of Morgan Creek Capital Management. He is quickly becoming a thought leader on Blockchain and all its applications.

In this interview we discuss:

How ICO's work.
Security Tokens 101.
Moving from the analog age into the digital age.
Tokenizing the real assets.
14-year technology cycles.
Implications to the financial advisory business. 
How Blockchain will actually create new jobs.
Why the Blockchain ETF's may not provide the exposure you are looking for today.
Why owning the companies that support Blockchain makes sense. 


Connect With Mark

Twitter: @MarkYusko

Website: www.morgancreekcap.com


About Mark (From his website)

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of the Investment Committee of the Morgan Creek Foundation.

May 22, 2018
Does your advisory business have enterprise value? Larry Miles of AdvicePeriod shares his three keys drivers that help financial advisors build enterprise value.
 
 
Connect With Larry
 

LinkedIn: https://www.linkedin.com/in/larry-miles-67a04221/

AdvicePeriod Twitter: https://twitter.com/adviceperiod

Websites: http://www.adviceperiod.comhttp://ap4advisors.com
 
 
 
About Larry
 

Larry Miles is a Principal at AdvicePeriod, a firm whose mission is to reinvent wealth management. His primary focus is providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence.

Over a nearly two decade career, Larry has developed a wealth of leadership and business development experience across national market management, coaching, and professional growth. His teams have won “#1 Best Place to Work in Los Angeles” two different years at two different companies—the only leader to ever accomplish this. Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as an executive of a large independent RIA, where he facilitated a successful sale of that business to City National Bank.

Larry earned a BA from Amherst College, a Master of Science from the London School of Economics, and is a member of Young Presidents Organization. He was named to InvestmentNews' 40 Under 40 list last year, and is authoring a book on how to build the professional service firm of the future, due out later this year.

 

May 17, 2018
On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future.  We discuss the benefits to RIA's and potentially breakaway advisors.
 
The bottom line.....LEVERAGE.
 
If you are struggling to grow your business, this episode will walk through how you could leverage a TAMP to outsource the functions that are most likely taking up most of your time.
 
 
 
Connect With Clint
 
LinkedIn: www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/
 
Twitter: @clint_sorenson
 
Website: http://wealthshield.co
 
 
About Clint
 
Clint helps advisors develop and manage proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis.

He holds the Chartered Market Technician and Chartered Financial Analyst professional designations.

Clint is a co founder of WealthShield and Emerald Investment Partners, LLC. He earned a bachelor’s degree from the University of North Carolina-Chapel Hill. Clint is also a board member of the CFA Society North Carolina and the Market Technicians Association's.

 

May 8, 2018
Professor Jamie Hopkins joins me for this episode to discuss how financial advisors can build a model to help clients 'rewire' the way they think about and manage retirement income. We discuss retirement income literacy and the implications for financial advisors.  His new book, Rewirement: Rewiring The Way You Think About Retirement!, recently hit the bookshelves.  
 
Interesting Note: Clients without advisors are MORE literate about retirement income than those with financial advisors. Why?
 
We also discuss the RICP® designation and process for obtaining it.  Jamie helped create this program so he is able to provide a deep view into the designation.
 
Interesting Note: Last year the RICP® had more registrations than the CLU. 11,000 advisors are enrolled today!  
 
Link: https://www.theamericancollege.edu/designations-degrees/RICP 
 
 
 
Connect With Jamie
 


Website: hopkinsretirement.com

 

Twitter: @retirementrisks

 

 
 
About Jamie (From the American College website)

Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®, is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The College. Teaching courses in retirement, estate planning, and life insurance, he has educated thousands of financial services professionals and continues to move the needle for retirement income planning.

 

Professor Hopkins is recognized as one of the leading retirement planning experts in the United States and, in 2015, was selected by InvestmentNews for its list of the top 40 financial services professionals under the age of 40. Professor Hopkins has also contributed numerous articles for periodicals including Villanova Law Review, Nebraska Law Review, and Hastings Science & Technology Law Journal, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association.

 

Professor Hopkins received his Bachelor of Arts degree in political science at Davidson College. He then attended Villanova University School of Law, where he obtained his JD and graduated with honors. He later received his MBA from the Villanova University School of Business. Professor Hopkins also holds an LLM from Temple University and two financial planning designations from The American College: the Chartered Life Underwriter® (CLU®) and Retirement Certified Professional® (RICP®).

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.
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.

 

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