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The Resilient Advisor

This podcast 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: Category: general
Feb 7, 2022

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

Follow Dan Weiskopf on Social:

Twitter: https://twitter.com/ETFProfessor

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

Follow Financial Advisor TV™ on Social:

Twitter: https://twitter.com/finadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

Follow Resilient Advisor™ On Social:

Twitter: https://twitter.com/sjaycoulter

Facebook: https://www.facebook.com/resilientadvisor

LinkedIn: https://www.linkedin.com/in/sjaycoulter

Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jan 31, 2022
Nathan Miller of Emles Advisors joins Jay Coulter for this episode of ETF Stories. They discuss the Emles Alpha Opportunities ETF, symbol EOPS.

Learn more about EOPS by visiting https://emles.com/etf/emles-alpha-opportunities-etf

Follow Financial Advisor TV™ on Social:

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Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Dec 27, 2021

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

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Sep 29, 2021

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

Follow Vinovest & Anthony Zhang on Social:

-- Vinovest LinkedIn: https://www.linkedin.com/company/vinovest/

-- Vinovest Twitter: https://twitter.com/Vinovest1

-- Anthony Zhang LinkedIn: https://www.linkedin.com/in/anthony-zhang-988a2375/

-- Anthony Zhang Twitter: https://twitter.com/anthony_j_zhang

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-- Twitter: https://twitter.com/sjaycoulter

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Sep 27, 2021

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

Follow Resilient Advisor™ On Social:

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-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

This show is syndicated on Financial Advisor TV™. Learn more here: http://www.financialadvisor.tv

© Resilient Advisor. All Rights Reserved

Sep 6, 2021

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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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Sep 2, 2021

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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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Aug 30, 2021

Portfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report.

Grab your copy here: https://www.blok-chain-monthly.com

 

Aug 27, 2021

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

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

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-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Aug 13, 2021

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/

Follow Resilient Advisor™ On Social:

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Aug 11, 2021

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

Follow Resilient Advisor™ On Social:

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Aug 9, 2021

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

Follow Resilient Advisor™ On Social:

Twitter: https://twitter.com/sjaycoulter

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Aug 6, 2021

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/

Follow Resilient Advisor™ On Social:

Twitter: https://twitter.com/sjaycoulter

Facebook: https://www.facebook.com/resilientadvisor

LinkedIn: https://www.linkedin.com/in/sjaycoulter

Instagram: https://www.instagram.com/sjaycoulte

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Aug 2, 2021
Mike Venuto Comes on ETF Stories to talk about the Amplify ETFs Transformational Data Sharing BLOK ETF.
 
Learn more about the series and other interesting ETFs: www.etfstories.com
 
Learn more about BLOK: https://www.BLOKETF.com
Jul 30, 2021

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/

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jul 29, 2021

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

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jul 21, 2021

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

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

 

Jul 8, 2021

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/

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

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-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jul 6, 2021

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

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jun 29, 2021

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

Follow Resilient Advisor™ On Social:

Twitter: https://twitter.com/sjaycoulter

Facebook: https://www.facebook.com/resilientadvisor

LinkedIn: https://www.linkedin.com/in/sjaycoulter

Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jun 24, 2021

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

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

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-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jun 18, 2021

Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.

Jun 14, 2021

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

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

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-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

 

Jun 10, 2021

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

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

-- LinkedIn: https://www.linkedin.com/in/sjaycoulter

-- Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

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