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
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: 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.
Mar 31, 2020
Dr. Sarah Fallaw, co-author of 'The Next Millionaire Nextdoor' and President of DataPoints came on the podcast to discuss how psychological tools and risk re-profiling can help you with your clients in this market.
 
Get An Extended Trail Of DataPoints: www.jaycoulter.com/resilient
 
Calm your client's nerves with a simple re-profiling of their risk tolerance leveraging the world's first financial psychology toolkit. Using more than 40 years of data and findings that shaped the best-selling book, 'The Millionaire Next Door.'
 
 
Connect on Twitter:
 
 
Pick-up A Copy Of The Book: www.thenextmillionairenextdoor.com

 

Mar 30, 2020
Chris Versace & Mark Abssy of Tematica Research came on the podcast to share their thoughts on cyber security, mortgage forgiveness, layoffs, the digital lifestyle, purchase order cancellations and the middle class squeeze.
 
 
AMZN, COST, WMT, KR, MKC, ADT, AT&T, WM, VZ, NFLX, NRTN, DIS, HBI, AMAT, CMG, NVDA, AXP
 
 
Follow Chris on Twitter: https://twitter.com/ChrisJVersace
 
Follow Mark on Twitter: https://twitter.com/AbssyMark
Mar 23, 2020
Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving through the rest of Europe today and could provide a preview of what we could experience in North America and the rest of the world.
 
We also discuss her views on the historic Fed moves, the challenges with bond ETFs and what fiscal policies should target for relief in the US.
 
 
 
Follow Lenore on Twitter: https://twitter.com/EllesEconomy
Mar 17, 2020
In this short podcast, I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis.
 
 
 
Re-risk Profile Tools:
DataPoints: www.datapoints.com
 
Digital Communication Tools:
Snappy Kraken: www.snappykraken.com
Lead Pilot: www.leadpilot.io
 
Prospecting Tools
Hidden Levers: www.hiddenlevers.com
Mar 16, 2020

The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thoughts. Also, hear what is going on from inside Italy as Lenore Hawkins shares her experience during the lockdown as Chris Versace discusses the implications on stocks in this environment.

Mar 9, 2020

What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the circuit breaker and North Korea launching missiles? Lenore Hawkins and Chris Versace of Tematica Research discuss this and more on this episode of The Resilient Advisor. 

Feb 28, 2020
Lenore Hawkins of Tematica Research came on the podcast to give us her 'boots on the ground' assessment on what is going on in Northern Italy. We discuss the social dynamics in Italy with the Corona Virus hanging over the region as well as a deep dive on the short and long-term implications for the markets and global economy.
 
Feb 24, 2020
Stocks are under pressure this week and Chris Versace of Tematica Research joins me to discuss tactical strategies and thematic opportunities in the markets.

 

Feb 12, 2020

Sean Walters, CEO of the Investments & Wealth Institute, came on The Resilient Advisor Podcast to discuss a new industry report they released on the future of our industry.

Feb 10, 2020
Chris Versace of Tematica Research comes on to discuss the current earnings season so far and this week's economic data.
 
$HLT $MMYT $AMAT $CSCO $BABA
Feb 4, 2020

Jay Coulter reflects on the first 100 episodes of The Resilient Advisor Podcast. "I was fortunate in that I was early to the podcast game in our industry. It enabled me to connect with experts and thought leaders that otherwise would not have returned my call! Our syndication on AdvisorHub.com further expanded the audience and now we are broadcasting live on LinkedIn, Twitter, Facebook and Youtube. The goal of each episode has always been the same; Deliver high-value content in about the same amount of time as the average commute or workout. I have learned a great deal from some of the industry's top thought leaders and performers. I hope that you have as well."

Jan 31, 2020

Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural shift? Should you pay attention?

Stocks Discussed: BYND, TSLA, OI, TREX, SFM, CMG, AMZN

Jan 29, 2020
Matt Halloran of Top Advisor Marketing shares his strategies for becoming a micro-influencer.
 
Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author of “The Social Media Handbook for Financial Advisors” and co-host of the podcast Top Advisor Marketing.
 
Matt's previous appearance on the podcast: https://www.jaycoulter.com/post/halloran
Jan 27, 2020
Which stocks and sectors could see the most pressure today with Coronavirus spreading? Chris Versace and I discuss on this episode of Tactical Market Strategies on The Resilient Advisor Podcast.
 
Follow Chris on Twitter: @ChrisJVersace
 
Jan 22, 2020
YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a Financial Advisor Communications Framework that the YCharts team has developed.
 
 
Download The Report Here: http://bit.ly/advisorcomms
 
Sign-up for a YCharts Trial: http://bit.ly/ychartstrial
 
 
 
Topics Discussed:
 
The three major insights from the study.
 
Your clients do not feel engaged.
Your clients want personalized communications.
Your success can be directly impacted by your communications strategy.
 
What can be done about it?
 
Commit to a cadence.
Create new touchpoints and opportunities.
Serve some clients champagne, others sparkling water.
Hone in on understanding your clients and their goals.
 
 
Connect With Sean & YCharts
 
 
 
 
Jan 13, 2020
This is the first installment of a new project called the 'Thematic Investing Series.' My partners in this project are Chris Versace and Lenore Hawkins of Tematica Research. In this episode we discuss the concept of thematic investing and several current themes including #5G #WiFi6 $COST $WMT $LC $LB $BBBY $M $AMZN.
 
 
Connect With The Guests
 
Jan 3, 2020
Brad Roth of Thor Analytics shares his thoughts on the prudence of adding metals to your allocations. We also discuss the power of leveraging technology to enhance your investing outcomes.
 
Learn About Thor Analytics: https://www.thoranalytics.com
 
 
About Brad
 
Bradley Roth, is a co-founding principal of Thor Analytics and the CIO of the Thor Metals Fund. Mr. Roth has over a decade of trading experience, seven years as a professional trading advisor. Prior to his appointment as CIO Brad was managing partner at Sardonyx Capital, a quantitative securities fund.
Brad is an honors graduate of Duquesne University (Pittsburgh, Pennsylvania) from which obtained a bachelor’s degree in business administration. He received the Certified Financial Planner® designation following study at New York University. He is currently Series 66 and Series 3 examination qualified.
« Previous 1 2