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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: August, 2022
Aug 17, 2022

How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility.

Learn More about Avantax Wealth Management:

Website: https://www.avantax.com/for-your-wealth-planning/wealth-management

LinkedIn: https://www.linkedin.com/company/avantax-wealth-management

Twitter: https://twitter.com/Avantax_Wealth

Connect with Todd:

LinkedIn: https://www.linkedin.com/in/todd-mackay-b1318b

 

Aug 9, 2022

Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech.

About Vinay:

Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business schools, has a portfolio of venture investments and has started several companies in financial services. As a former finance faculty member at Wharton, with teaching experience at schools such as MIT and Columbia, he focuses on venture capital, private equity, and entrepreneurship. He is also a recognized expert in the areas of sustainable and responsible investing and has written “Investing for Change”, a book published in 2008 by Oxford University Press.

Connect with Vinay:

LinkedIn: https://www.linkedin.com/in/vinay-nair-47390b

Twitter: https://twitter.com/DrVinayNair

Website: https://tifinwealth.com

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