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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: March, 2020
Mar 31, 2020
Dr. Sarah Fallaw, co-author of 'The Next Millionaire Nextdoor' and President of DataPoints came on the podcast to discuss how psychological tools and risk re-profiling can help you with your clients in this market.
 
Get An Extended Trail Of DataPoints: www.jaycoulter.com/resilient
 
Calm your client's nerves with a simple re-profiling of their risk tolerance leveraging the world's first financial psychology toolkit. Using more than 40 years of data and findings that shaped the best-selling book, 'The Millionaire Next Door.'
 
 
Connect on Twitter:
 
 
Pick-up A Copy Of The Book: www.thenextmillionairenextdoor.com

 

Mar 30, 2020
Chris Versace & Mark Abssy of Tematica Research came on the podcast to share their thoughts on cyber security, mortgage forgiveness, layoffs, the digital lifestyle, purchase order cancellations and the middle class squeeze.
 
 
AMZN, COST, WMT, KR, MKC, ADT, AT&T, WM, VZ, NFLX, NRTN, DIS, HBI, AMAT, CMG, NVDA, AXP
 
 
Follow Chris on Twitter: https://twitter.com/ChrisJVersace
 
Follow Mark on Twitter: https://twitter.com/AbssyMark
Mar 23, 2020
Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving through the rest of Europe today and could provide a preview of what we could experience in North America and the rest of the world.
 
We also discuss her views on the historic Fed moves, the challenges with bond ETFs and what fiscal policies should target for relief in the US.
 
 
 
Follow Lenore on Twitter: https://twitter.com/EllesEconomy
Mar 17, 2020
In this short podcast, I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis.
 
 
 
Re-risk Profile Tools:
DataPoints: www.datapoints.com
 
Digital Communication Tools:
Snappy Kraken: www.snappykraken.com
Lead Pilot: www.leadpilot.io
 
Prospecting Tools
Hidden Levers: www.hiddenlevers.com
Mar 16, 2020

The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thoughts. Also, hear what is going on from inside Italy as Lenore Hawkins shares her experience during the lockdown as Chris Versace discusses the implications on stocks in this environment.

Mar 9, 2020

What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the circuit breaker and North Korea launching missiles? Lenore Hawkins and Chris Versace of Tematica Research discuss this and more on this episode of The Resilient Advisor. 

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