Info

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.
RSS Feed
The Resilient Advisor
2022
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
April
March
February
January


Categories

All Episodes
Archives
Categories
Now displaying: May, 2020
May 29, 2020

Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment framework for building systematic models for all market environments.

May 21, 2020

Wes Gray, P.h.D. of Alpha Architect comes on to share his thoughts on portfolio construction and the application of value and momentum in security selection.

May 15, 2020

Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In this interview, he articulately lays out his 'What-How-Why' framework for rethinking risk management. We also discuss the history of momentum investing, potential recovery outcomes from our current crisis and how a 'Dimmer Switch' approach to portfolio tilts can improve client outcomes.

May 6, 2020
Kevin Simpson of Capital Wealth Planning comes on the podcast to share his thoughts on covered call strategies.
May 4, 2020

Today many advisors are faced with a decision about their business. Do you transition into a Virtual Advisor or try and wait out this crisis in hopes that things will return to the way they used to be. Brad Johnson is the host of the popular The Elite Advisor Blueprint® podcast and VP of Advisor Development at Excel Advisors. At the beginning of the crisis, Brad built a private Facebook group simply to help advisors who wanted to make the transition to virtual an easier proposition. He has brought in best-in-class presenters to teach group members about what it takes to make it as a virtual advisor.

May 1, 2020

On this episode, Jay Hummel of the Wealth Advisor Growth Network comes on to share his thoughts on taking action during this crisis. He also shares how his firm was able to execute a very successful transition during this pandemic with Elk River Wealth Management. 

1