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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: November, 2019
Nov 23, 2019

Schwab's potential acquisition of TD Ameritrade could have an impact on your business and your clients. Jay Hummel and I discuss the implications of this major industry transaction on this installment of The Advisor Growth Series.

Nov 20, 2019

Most advisors know that the current 60/40 model could create performance challenges for clients going forward. The real challenge is determining what to do about it. Clint Sorenson and Jay Coulter tackle this issue and what Copper, TLT and the Home Builders may be telling us right now.

Nov 7, 2019
Bill Cates comes on this episode of The Resilient Advisor Podcast to discuss his new book and some of the strategies that he has found drive business growth.
 
Bill Cates has been an entrepreneur for almost 40 years. He has started, built, and sold two successful book publishing companies.
 
After the sale of his second publishing company, Bill devoted the last 25 years to the art and science of relationship marketing. He has three books on the topic of referrals: Get More Referrals Now, Don’t Keep Me a Secret, and Beyond Referrals.
 
As the founder of The Cates Academy for Relationship Marketing – Bill has become widely recognized as an international expert in his ability to help businesses create exponential growth through purposeful word of mouth, strategic networking, referrals, and personal introductions.
 
Bill has now turned his attention to helping businesses and professionals develop and communicate more relevant and compelling value propositions to win more ideal clients or customers. His newest book is Radical Relevance – Sharpen Your Marketing Message, Cut Through the Noise, Win More Ideal Clients
Nov 6, 2019

Do you know why your clients do business with you? Jay Hummel calls this 'The Scary Question' and on this episode of The Resilient Advisor Podcast, Jay Coulter asks him about this and why he does not like service calendars.

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