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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: 2020
Dec 30, 2020
Incorrect inflation projects destroy financial plans and can ruin retirements. Ed Butowsky has created the Chapwood Index to help advisors better serve their clients and provide geographically focused inflation calculations. He comes on the show with Jay Coulter to discuss its history and construction. 
Dec 22, 2020
Elisabetta Basilico comes on The Resilient Advisor show to discuss tail risk hedging and her book, Smart(er) Investing that was co-written with Tommi Johnsen.
Dec 17, 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, Michael and Jay Coulter discuss portfolio positioning heading into the new year.
Dec 11, 2020

Lenore Hawkins joins Jay Coulter on the show from Italy where she gives her take on the macroeconomic implications as we head into 2021. She provides a boots-on-the-ground analysis of life in Italy today.

Nov 3, 2020
Chris Versace of Tematica Research came on the show to share some stock idea's for this market.
 
$MKR $WMT $TGT $SWKS $QCOM $KR
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.
Sep 29, 2020
Kevin Simpson is the CIO of Capital Wealth Planning, a firm with deep expertise in covered call writing strategies. He came on The Resilient Advisor Show to help financial advisors understand the applications of a covered call strategy in this market.
 
What you will learn:
 
  • When to use an ETF and when to use a Separately Managed Account for exposure to covered calls.
  • How the Enhanced Dividend Income Portfolio from Capital Wealth Planning is constructed to help drive portfolio volatility mitigation.
  • How the ETF DIVO can be utilized in a 60/40 portfolio.
 
Learn More about the Capital Wealth Planning strategies:
 
Capital Wealth Planning: https://capitalwealthplanning.com
Sep 10, 2020
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her simple tricks to help advisors focus.
Sep 3, 2020
Tyrone Ross of Onramp Invest is passionate about educating the Financial Advisor community on the world of Crypto. This is the first 'Crypto Office Hours With Tyrone Ross' where my shameless goal is to make this the #1 resource for Financial Advisors on all things crypto.
 
 
Aug 20, 2020
Advisor attitudes towards model portfolios are changing in the post-crisis world. The YCharts team just released a new survey with some interesting findings. Caleb Eplett came on The Resilient Advisor Show to share their findings.
 
Download the full report here: http://bit.ly/advisormodels
 
 
 
Connect With Caleb & YCharts
 
 
 
YCharts on Twitter: https://twitter.com/YCharts
Aug 19, 2020
The industry is changing fast. Penny Phillips of Thrivos Consulting comes on The Resilient Advisor Show to share her thoughts on the three types of advisors we will find in the market once the dust settles from this crisis.
Aug 13, 2020
Michael St Lawrence, the founder of SalesGym, is an expert on sales with a deep understanding of the process top-performing advisors use to grow their business. He came on the Resilient Advisor Show to share his insights.
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
 
 
 
 

 

Jun 4, 2020
he area of 'Financial Wellness' has become a hot topic in financial services, but most programs are not authentic and struggle to really add value. In this interview, Rick Kent shares his vision of how a well built corporate financial wellness programs can help employees, employers and financial advisory firms in a truly and win-win-win collaboration.
 
Rick Kent is the CEO and founder of Merit Advisors and the founder of Mentoro, a corporate financial wellness provider.
He is ranked as the #1 advisor at LPL. Merit has $3 billion AUM, 10 offices in 6 states, with 71 employees as well as a $700M+ RIA platform for independent partners.
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. 

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