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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: October, 2020
Oct 31, 2020
Lenore Hawkins joins the show from Italy where she gives her take on what is happening in Europe with the latest round of lock-downs. We also discuss the most recent macro data and some of her thematic investment ideas.
Oct 24, 2020
Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund.
 
On this episode we discuss the death of the 60/40 portfolio, bitcoin, investing during an election cycle and the challenges of fixed income investing.
Oct 13, 2020
Matt Hougan of Bitwise Asset Management came on the show for the first of two interviews discussing topics around crypto-assets. In this one, we discuss how Financial Advisors can have the crypto conversation and why it is important.
Oct 9, 2020
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her strategies on how to bridge the generational differences on teams today.
Oct 2, 2020
Adam Blumberg is a unique operator in the financial services industry. He has given up his advisory business to focus on educating advisors and the public on cryptocurrencies and the blockchain. In this interview, you will learn why crypto, blockchain and bitcoin can be challenging for financial advisors and what you can do about it.
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