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/
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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
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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
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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/
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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
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Ryan Schrift of R.J. Schrift Private Asset Management comes on the Resilient Advisor series How I Serve to talk about the methods and platforms he uses to serve his clients.
Connect with Ryan Schrift:
Website: http://www.rjschrift.com/
LinkedIn: https://www.linkedin.com/in/ryanschrift/
Twitter: https://twitter.com/RJSchrift
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Cybin CEO Doug Drysdale joins Jay Coulter and Chris Versace for this installment of the Investment Spotlight Series from Resilient Advisor.
Learn More About Cybin:
-- Website: https://www.cybin.com/
-- LinkedIn: https://www.linkedin.com/company/cybin/
-- Twitter: https://twitter.com/CybinInc
-- Facebook: https://www.facebook.com/cybinInc
Connect with Doug Drysdale:
-- LinkedIn: https://www.linkedin.com/in/dougdrysdale
-- Twitter: https://twitter.com/insidepharma
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Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.
About Chris Olson:
Chris Olson founded The Media Trust with a goal to transform the internet experience by creating better digital ecosystems to govern assets, connect partners and enable Digital Risk Management. As CEO, Olson drives the company's vision, direction and growth plans. He has more than 15 years of experience leading high tech and ad technology start-ups and managing international software development, product and sales teams. Olson currently serves on the board of the Interactive Advertising Bureau's Advertising Technology Council. He regularly speaks about cybersecurity trends and best practices at industry events, including events hosted by the Financial, Media, and Retail & Commercial ISACs. He earned his B.S. degree in Finance and International Business from Georgetown University and Executive MBA in Finance and Information Systems from the NYU Stern School of Business.
Follow Chris on Social:
-- LinkedIn: https://www.linkedin.com/in/chris-olson-7a00a03/
-- Twitter: https://twitter.com/3pc_ChrisOlson
Learn More About The Media Trust:
-- LinkedIn: https://www.linkedin.com/company/the-media-trust/
-- Twitter: https://twitter.com/TheMediaTrust
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Aaron Klein is the Co-Founder and CEO of Riskalyze and one of the strongest advisor advocates in the industry. He comes on the Resilient Advisor Show with Jay Coulter to discuss risk management, building trust and helping clients through risk mitigation and data.
Learn about the Riskalyze Methodology: https://www.riskalyze.com/methodology
Connect With Aaron Klein
-- Twitter: https://twitter.com/AaronKlein
--LinkedIn: https://www.linkedin.com/in/aaronklein/
Connect With Riskalyze
--LinkedIn: https://www.linkedin.com/company/riskalyze
--Twitter: https://twitter.com/Riskalyze
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Luke Oliver of KraneShares comes on the show to discuss the Carbon Markets and his firm's ETF symbol: KRBN. This show is part of the ETF Stories series.
Past episodes can be found here. https://www.etfstories.com
Learn more about KRNB: https://kraneshares.com/krbn
Learn more about KraneShares: https://kraneshares.com
KraneShares on Twitter: https://twitter.com/KraneShares
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Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens.
Issues they discuss:
Connect With Michael Gayed:
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Nancy Davis is the CIO of Quadratic Capital and the manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She comes on the show with Jay Coulter to share her views on inflation, interest rates and the story of her ETF IVOL.
Learn more about the IVOL ETF: https://www.ivoletf.com
Company Website: https://quadraticllc.com
LinkedIn: https://www.linkedin.com/in/nancyquadratic
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Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for building an effective marketing funnel.
Learn more about the Kitces Digital Marketing Summit on May 13th, 2021:
David Barse joins Jay Coulter to discuss his firm's unique alternative indexing methodology. At its core, their process is focused on eliminating underperforming stocks based on their scoring system. David and Jay discuss the 4 P's behind XOUT; Performance, People, Process and Portfolio.
Ross Marino has endured a lot of obstacles in his life to reach where he is today. Overcoming serious injuries, family medical trauma and the natural swings in the business have shaped his philosophy on business and life. He shares his journey in this interview with Jay Coulter as well as some insights on his new book with Susan Bradley called 'Shaping Change.'
This is part of the How I Serve Series on The Resilient Advisor where Jay interviews leading financial advisors who are making a difference in the lives of their clients.
On this episode, Amplify ETFs CEO Christian Magoon joins Jay to discuss some of the disruptive trends in the ETF market today. Christian shares what he believes ETF-focused advisors should consider today, what surprised him about 2020 and the investment thesis for three of their ETFs.
$DIVO $CNBS $BLOK $ISWN $SWAN $IBUY
Learn More about Amplify ETFs: https://amplifyetfs.com
Follow Christian & Amplify ETFs on Twitter:
-- Christian: https://twitter.com/ChristianMagoon
-- Amplify ETFs: https://twitter.com/AmplifyETFs
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earn more about Resilient Advisor™: https://www.resilientadvisor.com
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Dana Cornell was the lead advisor on a $1B+ private wealth practice at Morgan Stanely. He left his practice to pursue his true professional passion, private real estate investing. This is his story.
Website: https://www.cornellcapitalholdings.com
Facebook: https://www.facebook.com/CornellCapitalHoldings
Instagram: https://www.instagram.com/cornellcapital
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Robert Sofia, CEO of Snappy Kraken, discusses the digital marketing landscape and best practices for marketing for financial advisors and more.
Tony Cataldo came on the Investment Spotlight Series to speak with Chris Versace and Jay Coulter about GT Biopharma's outlook.
Tony's Biography (From Their Website)
Mr. Cataldo founded GT Biopharma Inc. upon joining the Board of Directors and subsequently Chairman and CEO in July of 2014, where he changed the Company's profile with the inclusion of oncology assets. From February 2011 to June 2013 Mr. Cataldo served as Founder and Chairman/CEO of Iovance Biotherapeutics, Inc., (IOVA). Mr. Cataldo created the highly successful IOVA/Genesis with the inclusion of assets acquired from the National Cancer Institute for the treatment of stage four melanoma. Mr. Cataldo has extensive experience in the biotechnology sector having served as Chairman/CEO of several biotech companies including: Calypte Biomedical Corporation, and Senetek, PLC.
Website: https://www.gtbiopharma.com
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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.
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.
Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins, Chief Macro Strategist with Tematica Research.
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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