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Now displaying: March, 2020

The Millionaire Next Door's Lens On Today's Market Chaos With Dr. Sarah Fallaw 0

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:

Sarah: https://twitter.com/sarahfallaw

DataPoints: https://twitter.com/DataPts

Pick-up A Copy Of The Book: www.thenextmillionairenextdoor.com

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The Tiger King, Digital Lifestyle, Cyber Security & Major Consumer Shifts 0

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

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Fed Moves, Broken Markets & Life In Italy Today With Lenore Hawkins 0

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

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3 Keys To Crisis Management For Your Practice 0

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

Riskalyze: www.riskalyze.com

Digital Communication Tools:

Snappy Kraken: www.snappykraken.com

Lead Pilot: www.leadpilot.io

Prospecting Tools

Hidden Levers: www.hiddenlevers.com

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Why the Fed’s Sunday Surprise Flopped with Tematica Research 0

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.

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Markets In Panic 0

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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