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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, 2022
Mar 21, 2022

iUSA is organized around the concept of jobs, security and growth or said better, JSG investing. Jay Coulter interviews Dan Katz for this episode of ETF Stories from Resilient Advisor.

View past episodes of ETF Stories: https://www.etfstories.com

Connect with JSG: Fund

Website: https://www.jsgfunds.com

Advisor Website: https://www.amberwavepartners.com

Twitter: https://www.twitter.com/amberwave

LinkedIn: https://www.linkedin.com/company/amberwave-partners

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Dan Katz Bio:

Dan Katz is Co-Founder and portfolio manager at Amberwave Partners, an impact investing firm focused on U.S. jobs, security, and growth (JSG). Previously, Dan served as a senior advisor at the United States Department of the Treasury from September 2019 to January 2021, where he helped lead the Treasury’s efforts to rescue the U.S. aviation industry during the COVID-19 recession. Dan served as the Chairman of the National Security Loan Program Credit Committee and a member of the Airline Loan Program Credit Committee, which collectively oversaw more than $20 billion of emergency loan transactions. Dan also oversaw the implementation of the Payroll Support Program, which supported hundreds of thousands of jobs in the aviation industry.

Mar 14, 2022

Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics.

Derek's experience producing the Rethink Podcast with Adam Holt : https://www.asset-map.com/rethinkfinancialadvisorpodcast

Building a virtual practice at Intrepid Wealth Partners: https://www.intrepidwealthpartners.com

How he leverages Asset-Map and Altruist for a robust virtual experience. How advisors can learn about building a virtual practice through Conneqtor: https://www.conneqtor.co

About Derek N.H. Notman, CFP®

I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it! I love helping my clients leverage their money to live their best life today & tomorrow.

As a Virtual Financial Advisor and Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and specialize working with self-minted millionaires who love luxury world travel. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs, yet limit the amount of clients we serve at any given time.

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Mar 9, 2022

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the February 2022 Blockchain Report.

THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: http://www.resilientadvisor.com

Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com

Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com

Learn more about the BLOK ETF: https://www.BLOKETF.com

Follow Dan Weiskopf on Social:

Twitter: https://twitter.com/ETFProfessor

LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/

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© Resilient Advisor. All Rights Reserved

Mar 4, 2022

Could the FinTech market be a major driver of Emerging Markets? How could investors allocate to this sector? Jane Edmondson of EQM Indexes comes on ETF Stories with Jay Coulter to discuss her index that powers an ETF that does just that: EMFQ.

To learn about past ETF Stories please visit https://www.etfstories.com

Learn more about EQM

Website: https://eqmindexes.com

Twitter: https://twitter.com/EQMIndexes

Jane Edmondson Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC.

Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and has more than 25 years of experience in the investment industry. She holds an MBA in Finance from San Diego State University and a BA from UC Irvine.

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