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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: April, 2020
Apr 27, 2020
On this episode Coach Joe Lukacs comes on the podcast to share his strategies for playing offense during this crisis. Joe is an expert on advisor mindset. If you feel stuck with everything going on today, this episode is for you.
 
 
Follow Coach Joe On Social Media:
 
 
Apr 24, 2020
Lenore Hawkins of Tematica Research came on the podcast to give us an update on life in Italy and her thoughts on the macroeconomy. We also discuss some of the potentially positive things she sees coming out of this crisis.
 
Lenore also plays my new game, JUST ONE STOCK, where guests are asked what stock they would select today if they had to pick one stock to allocate their whole portfolio to.
 
Tematica Research: www.tematicaresearch.com
 
$SPY $DIA $OLED
 
Follow Lenore on Twitter: https://twitter.com/EllesEconomy
Apr 23, 2020

Mike Akins of ETF Action comes on the show to discuss his strategies for leveraging ETFs to identify stocks for portfolio construction. Learn more about ETF Action and take advantage of their expanded 30-day trial: https://www.etfaction.com

Apr 22, 2020
On this episode, I interview Shelly Bykat, CPA and commercial banker Erik Bykat. They are married and have both been living and breathing the PPP program since it launched. Combined, they are a wealth of knowledge on everything about the program and they share what you need to know today based on their experience working with small business owners through this crisis.
 
Follow The ByKats On LinkedIn:
 
 
Apr 21, 2020
Note: The audio is a little rough for about 15 seconds in the beginning but then clears up.
 
Dual Momentum is a fascinating strategy. Gary Antonacci is the father of the very popular Global Equities Momentum (GEM) strategy that he lays out in his book Dual Momentum Investing.
 
We discuss the history of momentum investing, the academic research and applications today.
 
Learn more about Gary's work here: https://www.optimalmomentum.com/
 
 
 
Follow Gary on Twitter:
 
Apr 15, 2020
Now is a fantastic time to increase your marketing efforts, but there is a right and wrong way to do it. Samantha Russell of Twenty Over Ten and Lead Pilot comes on to share some pure marketing gold.
 
For an extended 30 day trial of Lead Pilot, use the code FREEMONTH here: https://leadpilot.io/why-lead-pilot
 
 
Follow Samantha on Twitter: https://twitter.com/SamanthaTwenty
Apr 14, 2020
Chris Versace of Tematica Research came on the podcast to share his thoughts on the data and earnings reports that are on the horizon.
 
 
$MCD $CCL $JNJ $BAC $LVS $BLK
 
 
Follow Chris on Twitter: https://twitter.com/ChrisJVersace
Apr 3, 2020
Time segmentation strategies are a great way to mitigate damage for clients during market turmoil. Phil Lubinski & Sheryl O'Connor of Income Conductor came on the show to explain exactly how to use the strategy so that your clients do not make emotional decisions that could hurt their retirement portfolio.
 
Get An Extended Trail Of Income Conductor: www.jaycoulter.com/resilient
 
Don't let your clients ruin their retirement by selling out of the market at the wrong time! Time Segmentation tool can help map out a retirement income strategy to weather this storm and thrive during the next bull market.
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