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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: December, 2021
Dec 27, 2021

Industry veteran Tony Davidow comes on The Resilient Advisor Show with Jay Coulter to discuss his new book, 'Goals-based Investing', and share his framework for some of the major changes we will see in the industry. Tony Davidow is the President & Founder at T. Davidow Consulting, LLC.

Learn more about 'Goals-Based Investing' by Tony Davidow: https://www.tdavidowconsulting.com/

Follow Tony Davidow on LinkedIn: https://www.linkedin.com/in/tony-davidow

Learn more about Investments and Wealth Institute:

Website: https://investmentsandwealth.org/home

LinkedIn: https://www.linkedin.com/company/investmentsandwealthinstitute

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

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

© Resilient Advisor. All Rights Reserved

Dec 20, 2021

For Financial Advisors, increasing the value that you bring to clients is incredibly important in this environment of fee compression we are in. In this interview, Jay Coulter interviews Andres Mazabel of Trust & Will and he lays out the case for advisors to add a deeper level of estate planning to their practice.

Learn more about Trust & Will: https://trustandwill.com/advisors

Follow Trust & Will on Social:

LinkedIn: https://www.linkedin.com/company/trustandwill/

Twitter: https://twitter.com/trustandwill

Facebook: https://www.facebook.com/trustandwill

Follow Andres Mazabel on Social:

LinkedIn: https://www.linkedin.com/in/andres-mazabel/

Twitter: https://twitter.com/AndresMazabel

Follow Financial Advisor TV™ on Social:

Twitter: https://twitter.com/finadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

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

Dec 13, 2021

On this episode of The Investment Spotlight Show, Home Bistro CEO Zalmi Duchman sits down with Jay Coulter and Chris Versace to share is thoughts on his company and the ever-changing food industry. Home Bistro trades under the ticker HBIS.

Follow Home Bistro on Social:

Twitter: https://twitter.com/HomeBistroChef

LinkedIn: https://www.linkedin.com/company/home-bistro-inc

About Home Bistro, Inc.

Home Bistro is a leading online platform, www.homebistro.com, that provides for the creation, production, and distribution of direct-to-consumer, heat-to-eat, celebrity chef-inspired gourmet meals, which currently include inspirations developed by "Iron Chef" Cat Cora, "Hungry Fan" Chef Daina Falk, Master Chef Claudia Sandoval and soon to launch celebrity chefs Ayesha Curry, Roblé Ali and Richard Blais.

Home Bistro's Model Meals lifestyle brand www.modelmeals.com is a Whole30 and Paleo approved, ready-to-eat, meal prep service, offering a weekly rotating menu that is prepared by professional chefs, using only the highest quality ingredients available, sourced responsibly and locally, and delivered in sustainable, eco-friendly packaging.

Follow Financial Advisor TV™ on Social:

Twitter: https://twitter.com/finadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

 

Dec 8, 2021

Should investors consider luxury goods as a distinct consumer category for portfolio construction? Eric Qian comes on ETF Stories to make the case and share the LUXE story with Jay Coulter on The Resilient Advisor Show.

Learn more about Emles Luxury Goods ETF (Symbol LUXE): https://emles.com/etf/emles-luxury-goods

Connect with Emles on Social:

LinkedIn: https://www.linkedin.com/company/emlesadvisors/

Twitter: https://twitter.com/EmlesAdvisors

Connect with Eric Qian: LinkedIn: https://www.linkedin.com/in/qianeric/

Follow Financial Advisor TV™ on Social:

Twitter: https://twitter.com/finadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

 

Dec 1, 2021

Adam Blumberg, Co-Founder of Interaxis, comes on The Resilient Advisor Show with Jay Coulter to explain what a DAO (Decentralized Autonomous Organization) is, how it works and what advisors need to know. Adam also dives into how his PlannerDAO works.

Learn more about PlannerDAO:

https://www.plannerdao.com/

https://www.plannerdao.io/

Follow PlannerDAO on Social:

Twitter: https://twitter.com/plannerdao

LinkedIn: https://www.linkedin.com/in/planner-dao/

Follow Adam Blumberg on Social:

Twitter: https://twitter.com/Interaxis8

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

Follow Financial Advisor TV™ on Social:

Twitter: https://twitter.com/finadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

 

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