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Resilient Advisor

Resilient Advisor is a podcast for Financial Advisors, dedicated to helping listeners build resilience in their business and personal life through stories, strategies and frameworks. Jay Coulter interviews industry leaders to find the best practices of today's top performers. More information can be found at www.resilientadvisor.com. Follow Jay Coulter on Social Media: YouTube: https://www.youtube.com/c/sjaycoulter Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter
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Now displaying: May, 2019
Mexican Tariffs & The Yield Curve (Forecast Free Friday 5-31-19) 0
May 31, 2019

Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.

The Fixed Income Conundrum For Financial Advisors (Forecast Free Friday 5-24-19) 0
May 24, 2019

Are you struggling with what to do with your fixed income allocations? Most advisors are looking for answers. Clint Sorenson CFA, CMT and I discuss advisor options including Invesco US Bulletshares. 

Professional Networking As A Financial Advisor With Frank Agin 0
May 16, 2019
Frank Agin is a Professional Networking expert. He came on the podcast to discuss his top strategies and tactics that he coaches Financial Advisors to use in their practice.
 
Connect With Frank:
 
LinkedIn: https://www.linkedin.com/in/frankagin/
Twitter: https://twitter.com/frankagin
Website: http://www.frankagin.com/
AM Spirit: https://www.amspirit.com/
International Allocations, Emerging Markets & Domestic Bias (Forecast Free Friday 5/3/19) 0
May 3, 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:
 
  • Domestic outperformance since 2010
  • International PE (TTM) divergence
  • Emerging Markets
  • Domestic Bias
  • Recency Bias
The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski 0
May 1, 2019
In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This leads to some real integration challenges. Putting a critical lens on the tech stack during the process will present opportunities for both parties to streamline systems and deliver a better client experience. My guests on this episode of The Resilient Advisor Podcast have published a new book to help financial advisors and firms navigate this process.
 
Order Your Copy: The Financial Advisor M&A Guidebook (https://hifon.org/book/)
 
My Guests:
 
Greg Friedman is the CEO of Private Ocean, an innovative West Coast wealth management firm, and the founder of Junxure, a popular CRM platform for financial advisors.
 
Connect on LinkedIn: https://www.linkedin.com/in/shaunkapusinski/
 
Shaun Kapusinski is the Director of Technology & Operations at Sequoia Financial Group and the Founder of HIFON. Since 2010, HIFON has quietly built the premier community of RIA Operations Professionals.
 
Connect on LinkedIn: https://www.linkedin.com/in/greg-friedman-cfp/
 
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