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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
Mar 29, 2021

Each year, the Division of Examinations of the U.S. Securities and Exchange Commission (“SEC”), publishes its examination priorities for the upcoming year. Chris Winn of Advisor Assist comes on the show to discuss the 11 areas of prioritization for this year. 

Mar 26, 2021

Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins, Chief Macro Strategist with Tematica Research.

Mar 26, 2021

Financial Wellness expert and Founder of Shaping Wealth,Brian Portnoy, comes on the show to talk about his book and new business, how he invests his money, and "funded contentment".

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Mar 18, 2021

One of the ways to differentiate yourself as a financial advisor is through a unique investment discipline. Direct Indexing has never been easier and Barrett Ayers of Adhesion Wealth comes on the show to share his firms approach to the space. We discuss the opportunities in custom ESG models, 'Personal Indexes' and the power of using Tax Alpha to enhancing client outcomes.

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

© Resilient Advisor. All Rights Reserved

Mar 17, 2021
Managing your career and finding talent has never been more difficult in the financial services industry. David Testerman and Jeff Testerman are experts at helping professionals build a career in financial services. BROKERHUNTER is a leading employment website serving the Securities, Insurance and Banking sectors.
Mar 15, 2021

Most advisors struggle to build meaningful relationships with CPAs. Shelly Bykat, CPA comes on the show to share her best practices for building relationships with CPAs.

Mar 13, 2021

Tyrone Ross, CEO of Onramp Invest, comes on the show for Crypto Office Hours, a Resilient Advisor Show series dedicated to all things crypto and blockchain.

Sponsored by Capital Wealth Planning.

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

© Resilient Advisor. All Rights Reserved

Mar 11, 2021

Rob Anson is the CEO of Loop Insights, whose AI-powered platform allows businesses to action their data, providing contactless venue management, retail insights, and personalized marketing services. He comes on The Investment Spotlight Series with Jay Coulter and Chris Versace.

Connect With Loop Insights

Website: https://www.loopinsights.ai

Twitter: https://twitter.com/loopinsights

LinkedIn: https://www.linkedin.com/company/loop-insights

 

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

© Resilient Advisor. All Rights Reserved

Mar 8, 2021

The investment thesis for China can sometimes be difficult for Financial Advisors to parcel through. Jason Hsu is the Founder and CIO of Rayliant and an expert on issues surrounding investmenting in China.

Follow Jason On Social Media

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

Twitter: https://twitter.com/hsu_jason Follow

Raylaint LinkedIn: https://www.linkedin.com/company/rayliantglobaladvisors/

Twitter: https://twitter.com/rayliant

About Jason:

Jason is founder, chairman and CIO of Rayliant Global Advisors (RGA), a global investment management group with more than US$25 billion in assets managed using its strategies, as of Dec 31, 2020. Rayliant applies quantitative methods to access behavioral-based alpha prevalent in inefficient markets like China. Jason also co-founded Research Affiliates, a smart beta and asset allocation leader with over US$145 billion in assets managed using its strategies. Jason sits on the editorial board of the Financial Analysts Journal, the Journal of Investment Management, the Journal of Investment Consulting and the Journal of Index Investing. He is an adjunct professor of finance at UCLA Anderson School of Management, and a visiting professor at Tsinghua University (China), Kyoto University (Japan) and National Chengchi University (Taiwan). Jason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards; one Graham and Dodd Reader’s Choice Award; one Graham and Dodd most prestigious award, three Bernstein Fabozzi/Jacob Levy Awards; and three William F. Sharpe Awards. He also co-invented the Fundamental Index, awarded best index by Global Pensions magazine in 2007, 2008 and 2009. Jason received his Ph.D. in finance from UCLA Anderson School of Management. He received his M.S. from Stanford University and B.S. from the California Institute of Technology.

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

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Mar 1, 2021

In this episode of the Investment Spotlight Series, Juva CEO Doug Chloupek sits down with Chris Versace and Jay Coulter to discuss the opportunities that he sees in the cannabis market and the potential for his company.

Where Juva Trades:

CSE: JUVA

OTC: JUVAF

Company Website: https://juvalife.com

From Groundbreaking Cannabis Company To Major Disruptor of the Healthcare Status Quo (From the Juva Website):
Founded by pioneers in the science and business of cannabis and guided by a team of highly-acclaimed medical professionals, Juva Life brings unprecedented depth of knowledge in the science and medicinal effects of cannabis. Their vertically integrated approach allows Juva Life to carefully oversee every aspect of development, from cultivation to consumer, with deep expertise in research, testing and efficacy. It’s an approach that enables not only quality and consistency of product but, most importantly, it assures accuracy and legitimacy of testing and research data.
 
Juva Life has always taken a knowledge-driven approach to advancing the therapeutic effects of cannabis. Today, that approach has them uniquely poised to unlock the complex chemistry of cannabis to efficiently bring evidentiary consumer products to market that generate revenue and numerous insights while also deploying our platform to target consumer and pharma applications. At a time of declining trust and efficiency in all levels of healthcare, the opportunity to help people feel more in control of their health is welcome and exciting for patients and a potential game-changer for the healthcare industry.
 
ABOUT DOUG CHLOUPEK:
Doug brings a passion for the cannabis industry as a medicinal means to helping people feel better. He has worked across a range of verticals and brought multiple new businesses to life. Valley Grown Enterprises, Lux Wellness, and Medmar Healing Center, to name a few, have created tangible value for both consumers and investors alike. His work co-founding BAS Research led to it being granted the first California license, issued by the City of Berkeley in 2016, for medical cannabis manufacturing and research. Doug is a founding Board Member of Citizens Coalition for Patient Care, and a founding member of the California Cannabis Industry Association.
 
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Important Information:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security and you should consult your attorney or tax advisor. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
 
© Resilient Advisor. All Rights Reserved
 
 
Feb 25, 2021

Michael Gayed, the publisher of The Lead-Lag Report, comes on the show to talk about the markets through his Risk On - Risk Off lens.

Feb 23, 2021

Manish Khatta, President & CIO of Potomac Fund Management on The Resilient Advisor LIVE @ Lunch.

Feb 18, 2021

Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.

Feb 10, 2021

Matt Hougan comes on the show to share his thoughts on the state of bitcoin and other cryptocurrency for financial advisors, and digital assets.

Feb 7, 2021

Vance Barse has built his firm, Your Dedicated Fiduciary®, from scratch. He is a client-focused financial advisor and he comes on the show to share the story of how he built his business and how he serves his clients.

Feb 6, 2021

Tim Meinhardt is an expert on OKRs. In this special episode, Tim and Jay interview each other on the success they have seen with the OKR framework. This episode will also be broadcast on Tim's OKR centered podcast, OKRs Q&A.

Jan 28, 2021

Michael Gayed (The Lead-Lag Report) talks with Jay Coulter of The Resilient Advisor about the markets through his Risk On - Risk Off lens.

Jan 28, 2021

Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. Hawkins, of Tematica Research, talks Gamestop and Pipeline stocks, and economic the economic bright spot for homebuilders.

Jan 18, 2021

Matt Halloran of Proud Mouth is an expert at helping professionals build their influence in a systematic way. He is a well-known podcaster himself and will share his insights on how to build your influence quickly. Halloran talks with The Resilient Advisor about podcast tactics, niche focus marketing, and offers nuggets of wisdom for success. David Pulcini also guests to talk about SixPoint Financial Partners and his experience with Matt Halloran and Proud Mouth.

Jan 15, 2021

The SEC has released new rules around advisor advertising. Chris Winn joins Jay Coulter to discuss how advisors should look at these new regulations through a compliance lens.

Dec 30, 2020
Incorrect inflation projects destroy financial plans and can ruin retirements. Ed Butowsky has created the Chapwood Index to help advisors better serve their clients and provide geographically focused inflation calculations. He comes on the show with Jay Coulter to discuss its history and construction. 
Dec 22, 2020
Elisabetta Basilico comes on The Resilient Advisor show to discuss tail risk hedging and her book, Smart(er) Investing that was co-written with Tommi Johnsen.
Dec 17, 2020
Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund.
 
On this episode, Michael and Jay Coulter discuss portfolio positioning heading into the new year.
Dec 11, 2020

Lenore Hawkins joins Jay Coulter on the show from Italy where she gives her take on the macroeconomic implications as we head into 2021. She provides a boots-on-the-ground analysis of life in Italy today.

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