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The Resilient Advisor

This is a podcast for Financial Advisors, dedicated to helping listeners 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
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:

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

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:

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

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

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

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

-- 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 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

-- 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 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

-- 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 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

Jun 1, 2021

Luke Oliver of KraneShares comes on the show to discuss the Carbon Markets and his firm's ETF symbol: KRBN. This show is part of the ETF Stories series.

Past episodes can be found here. https://www.etfstories.com

Learn more about KRNB: https://kraneshares.com/krbn

Learn more about KraneShares: https://kraneshares.com

KraneShares on Twitter: https://twitter.com/KraneShares

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

May 14, 2021

Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens.

Issues they discuss:

  • The challenge of raising taxes.
  • Inflation is a tax on the poor.
  • The wealth gap is only getting worse.
  • The DBC ETF is screaming.

Connect With Michael Gayed:

Follow Resilient Advisor™ On Social:

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

© Resilient Advisor. All Rights Reserved

May 11, 2021

Nancy Davis is the CIO of Quadratic Capital and the manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She comes on the show with Jay Coulter to share her views on inflation, interest rates and the story of her ETF IVOL.

Learn more about the IVOL ETF: https://www.ivoletf.com

Company Website: https://quadraticllc.com

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

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

May 4, 2021

Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for building an effective marketing funnel.

Learn more about the Kitces Digital Marketing Summit on May 13th, 2021:

https://www.kitces.com/digital-marketing-summit-2021

Apr 28, 2021

David Barse joins Jay Coulter to discuss his firm's unique alternative indexing methodology. At its core, their process is focused on eliminating underperforming stocks based on their scoring system. David and Jay discuss the 4 P's behind XOUT; Performance, People, Process and Portfolio.

Apr 27, 2021

Ross Marino has endured a lot of obstacles in his life to reach where he is today. Overcoming serious injuries, family medical trauma and the natural swings in the business have shaped his philosophy on business and life. He shares his journey in this interview with Jay Coulter as well as some insights on his new book with Susan Bradley called 'Shaping Change.'

This is part of the How I Serve Series on The Resilient Advisor where Jay interviews leading financial advisors who are making a difference in the lives of their clients.

Apr 20, 2021

On this episode, Amplify ETFs CEO Christian Magoon joins Jay to discuss some of the disruptive trends in the ETF market today. Christian shares what he believes ETF-focused advisors should consider today, what surprised him about 2020 and the investment thesis for three of their ETFs.

$DIVO $CNBS $BLOK $ISWN $SWAN $IBUY

Learn More about Amplify ETFs: https://amplifyetfs.com

Follow Christian & Amplify ETFs on Twitter:

-- Christian: https://twitter.com/ChristianMagoon

-- Amplify ETFs: https://twitter.com/AmplifyETFs

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 L

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

© Resilient Advisor. All Rights Reserved

Apr 13, 2021

Dana Cornell was the lead advisor on a $1B+ private wealth practice at Morgan Stanely. He left his practice to pursue his true professional passion, private real estate investing. This is his story.

Website: https://www.cornellcapitalholdings.com

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

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

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

Apr 9, 2021

Robert Sofia, CEO of Snappy Kraken, discusses the digital marketing landscape and best practices for marketing for financial advisors and more.

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