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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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.
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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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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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.
Follow Jason On Social Media
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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Learn more about Resilient Advisor™: https://www.resilientadvisor.com
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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
Michael Gayed, the publisher of The Lead-Lag Report, comes on the show to talk about the markets through his Risk On - Risk Off lens.
Manish Khatta, President & CIO of Potomac Fund Management on The Resilient Advisor LIVE @ Lunch.
Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.
Matt Hougan comes on the show to share his thoughts on the state of bitcoin and other cryptocurrency for financial advisors, and digital assets.
Vance Barse has built his firm, Your Dedicated Fiduciary®, from scratch. He is a client-focused financial advisor and he comes on the show to share the story of how he built his business and how he serves his clients.
Tim Meinhardt is an expert on OKRs. In this special episode, Tim and Jay interview each other on the success they have seen with the OKR framework. This episode will also be broadcast on Tim's OKR centered podcast, OKRs Q&A.
Michael Gayed (The Lead-Lag Report) talks with Jay Coulter of The Resilient Advisor about the markets through his Risk On - Risk Off lens.
Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. Hawkins, of Tematica Research, talks Gamestop and Pipeline stocks, and economic the economic bright spot for homebuilders.
Matt Halloran of Proud Mouth is an expert at helping professionals build their influence in a systematic way. He is a well-known podcaster himself and will share his insights on how to build your influence quickly. Halloran talks with The Resilient Advisor about podcast tactics, niche focus marketing, and offers nuggets of wisdom for success. David Pulcini also guests to talk about SixPoint Financial Partners and his experience with Matt Halloran and Proud Mouth.
The SEC has released new rules around advisor advertising. Chris Winn joins Jay Coulter to discuss how advisors should look at these new regulations through a compliance lens.