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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, 2019
Apr 26, 2019
'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets.
 
Today's Topics:
 
  • The negative divergence of the bond and stock market today.
  • What the Lumber - Gold Ratio could be telling us about volatility.
  • What small-cap stocks could be telling us about the business cycle.
Apr 22, 2019
Kyle Wiggs of eXact Strategies comes on the podcast to discuss the blind spots and challenges faced by the major TAMPs today. We also discuss fee compression in the space and how technology is driving innovation. 
 

Connect With Kyle

LinkedIn: www.linkedin.com/in/kylewiggs

Website: www.exactstrategies.com

 

About Kyle (From his LinkedIn Profile)

I am a managing partner for eXact Strategies responsible for the growth and distribution of technology and products. I lead a team of experts who distribute cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients. 

I have raised $16+ billion across the independent, wirehouse, and registered investment advisor channels. In addition, I have led the sales and product efforts of a top-five independent broker-dealer wealth management platform.

I value working with people who are committed to putting clients first. I am passionate about providing advisors with the latest tools and technology to grow their practice and improve client outcomes.

I never waver in my commitment to hold organizations accountable for doing what is best for advisors and clients. I believe in doing business with integrity.

Today’s advisors have an extraordinary opportunity to embrace the technologies that have revolutionized the industries of transportation, medicine and real estate. eXact Strategies provides advisors similar technology to meet the needs of today’s clients by using advanced data analytics to create white-label investment solutions designed around the clients they serve.

I’ve been recognized as the top sales associate at every company I have worked at. I am honored to have been awarded Outstanding Associate of the Year (National Planning Holdings), three-time Wholesaler of the Year (Curian Capital), and a six-time Leaders Council Representative.

Apr 10, 2019

I am a self-admitted behavioral finance nerd. I love the academic lens on why we make the financial decisions that we do. My guest on this episode of The Resilient Advisor Podcast is going to present a different lens on this subject. Susan Bradley believes that there is a ‘Dark Side’ to behavioral finance and she explains exactly what she means on this episode.

 

Listener Giveaways

Transition Journal Giveaway - Only for the first 10 people: info@suddenmoney.com

3 Questions Overview PDF: info@suddenmoney.com

 

 

 

Connect With Susan

Website: https://www.suddenmoney.com

For Advisors: https://financialtransitionist.com

Twitter: https://twitter.com/SuddenMoney

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

 

About Susan:

  • She is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation.

  • For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change.

  • She is a CFP.

  • She has served on the FPA’s National Board of Directors,

  • she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board.

  • She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times.

  • She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000).

 

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