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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: March, 2021
Mar 30, 2021

Justin Castelli has built an RIA, multiple brands and a business serving Financial Advisors. In this interview, Justin shares the good, the bad and the ugly of his journey. We get into the details of his tech stack as well as his pricing model for clients. Along with his partner Taylor Shulte, he launched The Advisor Growth Community where they serve over 140 advisors from around the world. We also go deep on the subscription model for serving clients.

Mar 29, 2021

Each year, the Division of Examinations of the U.S. Securities and Exchange Commission (“SEC”), publishes its examination priorities for the upcoming year. Chris Winn of Advisor Assist comes on the show to discuss the 11 areas of prioritization for this year. 

Mar 26, 2021

Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins, Chief Macro Strategist with Tematica Research.

Mar 26, 2021

Financial Wellness expert and Founder of Shaping Wealth,Brian Portnoy, comes on the show to talk about his book and new business, how he invests his money, and "funded contentment".

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Mar 18, 2021

One of the ways to differentiate yourself as a financial advisor is through a unique investment discipline. Direct Indexing has never been easier and Barrett Ayers of Adhesion Wealth comes on the show to share his firms approach to the space. We discuss the opportunities in custom ESG models, 'Personal Indexes' and the power of using Tax Alpha to enhancing client outcomes.

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Mar 17, 2021
Managing your career and finding talent has never been more difficult in the financial services industry. David Testerman and Jeff Testerman are experts at helping professionals build a career in financial services. BROKERHUNTER is a leading employment website serving the Securities, Insurance and Banking sectors.
Mar 15, 2021

Most advisors struggle to build meaningful relationships with CPAs. Shelly Bykat, CPA comes on the show to share her best practices for building relationships with CPAs.

Mar 13, 2021

Tyrone Ross, CEO of Onramp Invest, comes on the show for Crypto Office Hours, a Resilient Advisor Show series dedicated to all things crypto and blockchain.

Sponsored by Capital Wealth Planning.

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Mar 11, 2021

Rob Anson is the CEO of Loop Insights, whose AI-powered platform allows businesses to action their data, providing contactless venue management, retail insights, and personalized marketing services. He comes on The Investment Spotlight Series with Jay Coulter and Chris Versace.

Connect With Loop Insights

Website: https://www.loopinsights.ai

Twitter: https://twitter.com/loopinsights

LinkedIn: https://www.linkedin.com/company/loop-insights

 

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Mar 8, 2021

The investment thesis for China can sometimes be difficult for Financial Advisors to parcel through. Jason Hsu is the Founder and CIO of Rayliant and an expert on issues surrounding investmenting in China.

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LinkedIn: https://www.linkedin.com/in/jasonchsu/

Twitter: https://twitter.com/hsu_jason Follow

Raylaint LinkedIn: https://www.linkedin.com/company/rayliantglobaladvisors/

Twitter: https://twitter.com/rayliant

About Jason:

Jason is founder, chairman and CIO of Rayliant Global Advisors (RGA), a global investment management group with more than US$25 billion in assets managed using its strategies, as of Dec 31, 2020. Rayliant applies quantitative methods to access behavioral-based alpha prevalent in inefficient markets like China. Jason also co-founded Research Affiliates, a smart beta and asset allocation leader with over US$145 billion in assets managed using its strategies. Jason sits on the editorial board of the Financial Analysts Journal, the Journal of Investment Management, the Journal of Investment Consulting and the Journal of Index Investing. He is an adjunct professor of finance at UCLA Anderson School of Management, and a visiting professor at Tsinghua University (China), Kyoto University (Japan) and National Chengchi University (Taiwan). Jason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards; one Graham and Dodd Reader’s Choice Award; one Graham and Dodd most prestigious award, three Bernstein Fabozzi/Jacob Levy Awards; and three William F. Sharpe Awards. He also co-invented the Fundamental Index, awarded best index by Global Pensions magazine in 2007, 2008 and 2009. Jason received his Ph.D. in finance from UCLA Anderson School of Management. He received his M.S. from Stanford University and B.S. from the California Institute of Technology.

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Mar 1, 2021

In this episode of the Investment Spotlight Series, Juva CEO Doug Chloupek sits down with Chris Versace and Jay Coulter to discuss the opportunities that he sees in the cannabis market and the potential for his company.

Where Juva Trades:

CSE: JUVA

OTC: JUVAF

Company Website: https://juvalife.com

From Groundbreaking Cannabis Company To Major Disruptor of the Healthcare Status Quo (From the Juva Website):
Founded by pioneers in the science and business of cannabis and guided by a team of highly-acclaimed medical professionals, Juva Life brings unprecedented depth of knowledge in the science and medicinal effects of cannabis. Their vertically integrated approach allows Juva Life to carefully oversee every aspect of development, from cultivation to consumer, with deep expertise in research, testing and efficacy. It’s an approach that enables not only quality and consistency of product but, most importantly, it assures accuracy and legitimacy of testing and research data.
 
Juva Life has always taken a knowledge-driven approach to advancing the therapeutic effects of cannabis. Today, that approach has them uniquely poised to unlock the complex chemistry of cannabis to efficiently bring evidentiary consumer products to market that generate revenue and numerous insights while also deploying our platform to target consumer and pharma applications. At a time of declining trust and efficiency in all levels of healthcare, the opportunity to help people feel more in control of their health is welcome and exciting for patients and a potential game-changer for the healthcare industry.
 
ABOUT DOUG CHLOUPEK:
Doug brings a passion for the cannabis industry as a medicinal means to helping people feel better. He has worked across a range of verticals and brought multiple new businesses to life. Valley Grown Enterprises, Lux Wellness, and Medmar Healing Center, to name a few, have created tangible value for both consumers and investors alike. His work co-founding BAS Research led to it being granted the first California license, issued by the City of Berkeley in 2016, for medical cannabis manufacturing and research. Doug is a founding Board Member of Citizens Coalition for Patient Care, and a founding member of the California Cannabis Industry Association.
 
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Important Information:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security and you should consult your attorney or tax advisor. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
 
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