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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: July, 2020
Jul 24, 2020
Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how difficult it can be to find a 'Margin of Safety' in this market. We discuss the current state of sectors, factors, commodities and especially gold in this environment.
Jul 7, 2020
The economy is changing rapidly and allocating to the Mega Trends could have a significant impact on your portfolio. O'Shares ETFs President, Connor O'Brien, joins me to discuss several of these trends.
 
 
We Discuss:
 
-> The "Stay-at-Home" Economy opportunity.
 
-> The "Work-from-Home" revolution.
 
-> How the "Play-at-Home" trend presents investment opportunities.
 
-> The basic structure of the index that the ETF OGIG tracks.
 
 
Download the O'Shares ETF report: www.oshares.com
 
 
Bonus: If you liked the ETF Action tool on the broadcast, grab for a free trial: www.etfaction.com
 
 
 
 

 

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