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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: 2018
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.

 

Feb 22, 2018

Christopher Music came on the podcast to discuss his work through The Econologics Institute and how he serves private practice professionals through his RIA. Any financial advisor who wants to take their business to the next level will find valuable ideas and strategies in this wide-ranging interview. 

  • Econologics and the Econologics Institute

  • What is a Private Practice Millionaire?

  • The 3 Roles of a true business owner:

    • Technician - Be good at what you do

    • Executive - Managing people with a common purpose

    • Owner - Own your economic well being

  • Maxims of a Private Practice Millionaire

Feb 14, 2018

J.R. Rieger is the Global Head of Fixed Income Indices at S&P Dow Jones Indices. He joins me on the podcast to discuss:

 

  • Active vs Passive fixed income challenges and opportunities

  • Fixed maturity date ETF's

  • Munis vs Corporates in a rising interest rate environment

  • Individual bonds vs Mutual Funds vs ETFs

Feb 7, 2018

Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice and accounting firms. There are 50 potential buyers for every seller in the market. Phil and Jay Coulter discuss current M&A trends that you need to know if you are considering a transaction this year.

Jan 25, 2018
Julie Littlechild is a client engagement expert and industry thought leader. On this episode of The Resilient Advisor Podcast, Jay Coulter interviews Julie to get her thoughts on how financial advisors can increase their client engagement in this environment. 
  • How financial advisors should change their approach to engage with clients.
  • Research shows that clients are satisfied. Why should advisors change?
  • What fundamental change needs to happen today?
  • What trends are driving engagement now?
 
 
 
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.
Jan 17, 2018
What We Discuss:
  • What exactly are Alexa 'Skills.' 
  • How financial advisors can use the platform to stay connected with clients and prospects.
  • Privacy & security issues with Amazon and Alexa.
  • 63% of households are Amazon Prime members. It is a market that presents a 'first mover' advantage for financial advisors.
  • FP Pad Skill: www.fppad.com/alexa
  • Subscribe to Bill's newsletter to learn how to build your own Alexa Skill: www.fppad.com/subscribe 
 
Connect With Bill
 
Website: fppad.com
Echo Flash Briefing: www.fppad.com/alexa
LinkedIn: @billwinterberg
Twitter: @billwinterberg
 
 
About Bill (From his website)
 

Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is probably the only fintech vlogger in the United States (see the YouTube channel) and is widely recognized as an independent authority on the subject of technology in financial services.

Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a Registered Investment Adviser.

In 2014, Bill was recognized as a 40 Under 40 Honoree by InvestmentNews. He was also named to the 2013 IA 25 list of the most influential people in the financial services profession by Investment Advisor Magazine.

Bill is the host of FPPad Bits and Bytes, a weekly video broadcast covering technology news and information for financial professionals. He is a sought after keynote speaker who provides an objective and unbiased perspective of technology trends in the industry. Bill provides technology commentary for the Journal of Financial Planning and was the monthly technology columnist for Morningstar Advisor.

Prior to entering the financial services industry, Bill was an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys.

Bill lives in Atlanta, GA with his wife and seven-year old son.

Jan 10, 2018
On this episode of The Resilient Advisor Podcast, Dr. Wade Pfau and Jay Coulter discuss managing sequence of returns risk in retirement planning. Last spring Dr. Pfau had an article published on Forbes.com titled ”4 Approaches To Managing Sequence of Returns Risk In Retirement.” It is a very popular post on the site. We examine each approach from the financial advisor's perspective.
 
 
1. Spend Conservatively 
 
     -> Is the 4% number correct in this low interest rate environment? 
 
2. Maintain Flexible Spending
 
3. Reduce Volatility (When it matters the most)
 
    -> Reducing Retirement Risk with a Rising Equity Glide Path with Michael Kitces in the Journal of Financial Planning (Link)
 
4. Buffer Assets
 
     -> Interview with Jamie Hopkins on Home Equity
     -> Bucket Strategies vs Buffer Assets 
 
 
We discuss Dr. Phau's involvement with inStream (http://instreamwealth.com)
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