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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: January, 2020
Jan 31, 2020

Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural shift? Should you pay attention?

Stocks Discussed: BYND, TSLA, OI, TREX, SFM, CMG, AMZN

Jan 29, 2020
Matt Halloran of Top Advisor Marketing shares his strategies for becoming a micro-influencer.
 
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.
 
Matt's previous appearance on the podcast: https://www.jaycoulter.com/post/halloran
Jan 27, 2020
Which stocks and sectors could see the most pressure today with Coronavirus spreading? Chris Versace and I discuss on this episode of Tactical Market Strategies on The Resilient Advisor Podcast.
 
Follow Chris on Twitter: @ChrisJVersace
 
Jan 22, 2020
YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a Financial Advisor Communications Framework that the YCharts team has developed.
 
 
Download The Report Here: http://bit.ly/advisorcomms
 
Sign-up for a YCharts Trial: http://bit.ly/ychartstrial
 
 
 
Topics Discussed:
 
The three major insights from the study.
 
Your clients do not feel engaged.
Your clients want personalized communications.
Your success can be directly impacted by your communications strategy.
 
What can be done about it?
 
Commit to a cadence.
Create new touchpoints and opportunities.
Serve some clients champagne, others sparkling water.
Hone in on understanding your clients and their goals.
 
 
Connect With Sean & YCharts
 
 
 
 
Jan 13, 2020
This is the first installment of a new project called the 'Thematic Investing Series.' My partners in this project are Chris Versace and Lenore Hawkins of Tematica Research. In this episode we discuss the concept of thematic investing and several current themes including #5G #WiFi6 $COST $WMT $LC $LB $BBBY $M $AMZN.
 
 
Connect With The Guests
 
Jan 3, 2020
Brad Roth of Thor Analytics shares his thoughts on the prudence of adding metals to your allocations. We also discuss the power of leveraging technology to enhance your investing outcomes.
 
Learn About Thor Analytics: https://www.thoranalytics.com
 
 
About Brad
 
Bradley Roth, is a co-founding principal of Thor Analytics and the CIO of the Thor Metals Fund. Mr. Roth has over a decade of trading experience, seven years as a professional trading advisor. Prior to his appointment as CIO Brad was managing partner at Sardonyx Capital, a quantitative securities fund.
Brad is an honors graduate of Duquesne University (Pittsburgh, Pennsylvania) from which obtained a bachelor’s degree in business administration. He received the Certified Financial Planner® designation following study at New York University. He is currently Series 66 and Series 3 examination qualified.
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