Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a robust launching platform for serious financial planners eager to grow their businesses and charts the growth and trends they're observing within their network.
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A cancer diagnosis is life changing. Today Jay is blessed to be cancer free, but the journey of navigating surgery, scans, biopsy and recovery provided a new lens on life and business. In this episode he shares 5 lessons from his experience and a couple of tips on how he is approaching life today.
5 lessons Jay shares:
3 Life Tips
Dr Fiyin Sokoya: https://www.wellstar.org/physicians/fiyin-sokoya-md
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Parotidectomy is the partial or complete removal of the parotid gland, and it may be indicated for a variety of reasons that can include inflammatory conditions, certain infectious processes, congenital malformations, and benign or malignant neoplasms. Lymphoma is a general term for cancers that start in the lymph system (the tissues and organs that produce, store, and carry white blood cells that fight infections). The two main kinds of lymphoma are— Hodgkin lymphoma, which spreads in an orderly manner from one group of lymph nodes to another.
In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three major benefits of leveraging these tools include providing consistent advice, marketing and client engagement and systematizing your client communication. For this episode, Jay Coulter interviews Michael Lecours who is a Financial Advisor and Co-founder of fpPathfinder, a company he started with Michael Kitces.
Learn more about fpPathfinder by visiting https://www.fppathfinder.com.
THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: Without simple systems, your business will always be in a state of chaos…after implementing the Resilient Advisor framework you will become hyper-focused, clear on your value, confident in your ability to grow and free to build your ideal life.
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How do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these questions. If you have ever considered launch an ETF, this is the show for you!
SHOW SPONSOR: The Independence Incubator from Resilient Advisor. Discrete and proven guidance to finding independence. Learn more: https://www.independenceincubator.com
Connect with Wes Gray and Alpha Architect:
Website: https://alphaarchitect.com
Twitter: https://twitter.com/alphaarchitect
YouTube: https://www.youtube.com/channel/UCAAsCF_TbSpAjNBplgkPAfw/featured
About Wes Gray:
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children.
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Financial Advisor TV, LLC. All Rights Reserved
Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching.
SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com
++ Grab a copy of Jamie's new book here: https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846
About Jamie Hopkins: Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University’s Heider College of Business.
A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.
He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.
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Produced by Resilient Digital Media
© Financial Advisor TV, LLC. All Rights Reserved
In 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called ‘The Common Denominator of Success.’
Though it was written for life insurance professionals of an age gone by, its message is equally well suited to anyone who seeks success today. In a world where selfies with Lambos and exotic trips to the Mediterranean are thought of as inspiration material.... Jay Coulter thought re-producing this speech, with updates for today’s world, may be inspirational for someone struggling to get a foothold in their career.
He is not the first to reproduce this great talk and won’t be the last!
SPONSOR: Learn how to simplify your investment models without hiring expensive TAMPs or OCIOs. Resilient Models from Resilient Advisor reduce investment fees & improve client communications. To learn more visit: http://www.resilientmodels.com
“The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he formed the habit of doing things that failures don't like to do.” - Albert E.N. Gray
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Have you ever felt that social media and email are wearing you down? Jay did, so he took a week off from digital platforms and learned a lot. He shares his experience in this episode of The Resilient Advisor. If you are considering going independent, don't do it alone. Learn how The Independence Incubator can provide you with fiduciary level guidance on your path to independence: https://www.independenceincubator.com
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Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology.
This show is sponsored by SHIFT: https://humanfirst.live
Books Mentioned:
CFP Board's Book on The Psychology of Financial Planning: https://www.cfp.net/news/2022/04/cfp-board-releases-six-part-book-on-psychology-of-financial-planning
Daniel Crosby: The Behavioral Investor
David Portnoy: The Geometry of Wealth
Follow Dr. Cherry
Twitter: https://twitter.com/DrPrestonCherry
YouTube: https://www.youtube.com/channel/UCe7Ugqr6zgJMEfPXQ5_L-kQ
Website: https://www.concurrentfp.com
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Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.
If there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto space today.
The Resilient Advisor Show has been my baby for half a decade. It has helped me build trust and an audience of serious financial advisors who are looking for the strategies that the most successful advisors are using today. I need to apologize to my audience as I have let the focus and quality slip as we have built out our different sub-series and launched Financial Advisor TV. In this short podcast I lay out what the revamp Resilient Advisor will look like and why I hope you find it to be one of your must-listen industry shows going forward.
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Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the January 2022 Blockchain Report.
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
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Twitter: https://twitter.com/ETFProfessor
LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/
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Learn more about EOPS by visiting https://emles.com/etf/emles-alpha-opportunities-etf
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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
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© Resilient Advisor. All Rights Reserved
Have you ever considered wine as an investable asset? Today both investors and financial advisors are able to allocate to this alternative asset class. Anthony Zhang joins Jay Coulter on this episode of the Resilient Advisor to make the investment case for wine.
Learn more about Vinovest by visiting https://www.vinovest.co/advisors
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-- Anthony Zhang LinkedIn: https://www.linkedin.com/in/anthony-zhang-988a2375/
-- Anthony Zhang Twitter: https://twitter.com/anthony_j_zhang
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Adam Holt comes on The Resilient Advisor Show with Jay Coulter to discuss how financial advisors can leverage technology to deliver better client results.
Learn more about Asset-Map: www.asset-map.com.
-- The Resilient Advisor Show is now syndicated on Financial Advisor TV. Learn more about their upcoming launch: http://www.financialadvisor.tv
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This show is syndicated on Financial Advisor TV™. Learn more here: http://www.financialadvisor.tv
© Resilient Advisor. All Rights Reserved
Is now the time to consider Risk Parity in your portfolio? Damien Bisserier & Alex Shahidi are Co-CIO's at Evoke Advisors, the team that powers the RPAR ETF.
Learn more about RPAR: https://rparetf.com
Learn about past episodes of ETF Stories: www.etfstories.com
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Jillian DelSignore joins Jay Coulter on The Resilient Advisor Show to discuss a recent report that she co-authored on changes in the ETF industry.
Follow Jillian & FLX Distribution on LinkedIn
-- Jillian: https://www.linkedin.com/in/jillian-delsignore-9713a69/
-- FLX Distribution: https://www.linkedin.com/company/flx-distribution/
Learn more about Women In ETFs: https://womeninetfs.com/
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Portfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report.
Grab your copy here: https://www.blok-chain-monthly.com
Jay Coulter interviews Michael Gayed for this installment of their monthly Risk On - Risk Off Show. Michael is a Portfolio Manager at Toroso Investments and a member of the ETF Think Tank. They also discuss two of Michael's ETFs, JOJO and RORO.
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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© Resilient Advisor. All Rights Reserved
Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement. Later in the show, Adam Holt, CEO of Asset-Map joins Jon & Jay to talk about AdviceTech.LIVE.
Learn more about The Foundation For Financial Planning:
Website: https://ffpprobono.org
LinkedIn: https://www.linkedin.com/company/foundation-for-financial-planning/
Twitter: https://twitter.com/PowerProBono
Connect with Jon:
LinkedIn: https://www.linkedin.com/in/jondauphine/
Twitter: https://twitter.com/DauphineJon
Learn more about AdviceTech.LIVE:
Website: https://www.advicetech.live/
LinkedIn: https://www.linkedin.com/events/6828744993348304896/
Twitter: https://twitter.com/AssetMapLLC
Connect with Adam:
LinkedIn: https://www.linkedin.com/in/hadamholt/
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© Resilient Advisor. All Rights Reserved
Dasarte Yarnway, Founder of Berknell Financial Group & Head of Community at Altruist, tells his story and discusses how he serves his clients and community.
Connect With Dasarte:
LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/
Twitter: https://twitter.com/DasarteYarnway
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Jay Coulter interviews Portfolio Manager Michael Gayed for this instaliment of their monthly Risk On - Risk Off Report.
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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© Resilient Advisor. All Rights Reserved
The Alkaline Water Company CEO Ricky Wright comes on the Investment Spotlight series on Resilient Advisor with Jay Coulter and Chris Versace.
To learn more about The Alkaline Water Company, please visit www.thealkalinewaterco.com.
About The Alkaline Water Company:
Founded in 2012, The Alkaline Water Company (NASDAQ and CSE: WTER) is headquartered in Scottsdale, Arizona. Its flagship product, Alkaline88®, is a leading premier alkaline water brand available in bulk and single-serve sizes along with eco-friendly aluminum packaging options. With its innovative, state-of-the-art proprietary electrolysis process, Alkaline88® delivers perfect 8.8 pH balanced alkaline drinking water with trace minerals and electrolytes and boasts our trademarked label ‘Clean Beverage.’ Quickly being recognized as a growing lifestyle brand, Alkaline88® launched A88 Infused™ in 2019 to meet consumer demand for flavor-infused products. A88 Infused™ flavored water is available in six unique all-natural flavors, with new flavors coming soon. Additionally, in 2020, the Company launched A88 Infused Beverage Division Inc., which includes the Company’s CBD water and flavor-infused water. For the Company’s topical and ingestible offerings, A88 Infused Products Inc. includes the Company’s lab-tested hemp-extract salves, balms, lotions, essential oils, bath salts, powder packs, oil tinctures, capsules, and gummies.
To purchase Alkaline88® and A88 Flavor Infused products online, visit us at www.alkaline88.com.
Learn more about Alkaline Water Co.:
Website: https://thealkalinewaterco.com/
LinkedIn: https://www.linkedin.com/company/alkalinewaterco/
Twitter: https://twitter.com/Alkaline88
Connect With Ricky:
LinkedIn: https://www.linkedin.com/in/rickyawright/
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