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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, 2021
Jul 30, 2021

David Stone of RetireOne comes on The Resilient Advisor Show to discuss how insurance solutions have evolved to meet the changing needs of the RIA community. RetireOne recently released a survey and in partnership with Protective Life and David also shares some of their findings.

Learn more about RetireOne:

-- Website: https://retireone.com/

--LinkedIn: https://www.linkedin.com/company/retire-one/

Connect with David:

-- LinkedIn: https://www.linkedin.com/in/david-stone-34a9671/

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jul 29, 2021

This is the first edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space.

Topics discussed include:

-- China's impact on mining

-- ESG mining concerns

-- Why active management is important in the blockchain and digital asset space.

Dan Weiskopf is a Portfolio Manager at Toroso Asset Management.

Learn more about BLOK, the Amplify Transformational Data Sharing ETF: https://www.BLOKETF.com

Download the Amplify ETFs BLOK-Chain Monthly report: https://www.blok-chain-monthly.com

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jul 21, 2021

Connor Kitko, Product Marketing Manager at YCharts, comes on the show to talk about comparing portfolio rebalancing strategies.

YCharts Report "Comparing Portfolio Rebalancing Strategies": https://www.go.ycharts.com/rebalance

Connect with Connor:

-- LinkedIn: https://www.linkedin.com/in/connor-kitko/

Learn more about YCharts:

-- Website: https://ycharts.com/

-- LinkedIn: https://www.linkedin.com/company/ycharts/

-- Twitter: https://twitter.com/ycharts

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

 

Jul 8, 2021

Chris Versace & Lenore Hawkins of Tematica Research come on ETF Stories to talk about the new Amplify ETFs Cleaner Living ETF $DTOX.

Learn more about DTOX by visiting https://www.amplifyetfs.com/DTOX

Follow Lenore Hawkins:

--Twitter: https://twitter.com/elleseconomy

--LinkedIn: https://www.linkedin.com/in/lenorehawkins/

Follow Chris Versace:

--Twitter: https://twitter.com/chrisjversace

--LinkedIn: https://www.linkedin.com/in/chrisverace/

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jul 6, 2021

Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens.

Connect With Michael Gayed:

-- Newsletter: https://www.leadlagreport.com​

-- ETF Think Tank: https://www.etfthinktank.com

​ -- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/

-- Twitter: https://twitter.com/leadlagreport

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

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