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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: Category: general
Sep 3, 2020
Tyrone Ross of Onramp Invest is passionate about educating the Financial Advisor community on the world of Crypto. This is the first 'Crypto Office Hours With Tyrone Ross' where my shameless goal is to make this the #1 resource for Financial Advisors on all things crypto.
 
 
Aug 20, 2020
Advisor attitudes towards model portfolios are changing in the post-crisis world. The YCharts team just released a new survey with some interesting findings. Caleb Eplett came on The Resilient Advisor Show to share their findings.
 
Download the full report here: http://bit.ly/advisormodels
 
 
 
Connect With Caleb & YCharts
 
 
 
YCharts on Twitter: https://twitter.com/YCharts
Aug 19, 2020
The industry is changing fast. Penny Phillips of Thrivos Consulting comes on The Resilient Advisor Show to share her thoughts on the three types of advisors we will find in the market once the dust settles from this crisis.
Aug 13, 2020
Michael St Lawrence, the founder of SalesGym, is an expert on sales with a deep understanding of the process top-performing advisors use to grow their business. He came on the Resilient Advisor Show to share his insights.
Jul 24, 2020
Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how difficult it can be to find a 'Margin of Safety' in this market. We discuss the current state of sectors, factors, commodities and especially gold in this environment.
Jul 7, 2020
The economy is changing rapidly and allocating to the Mega Trends could have a significant impact on your portfolio. O'Shares ETFs President, Connor O'Brien, joins me to discuss several of these trends.
 
 
We Discuss:
 
-> The "Stay-at-Home" Economy opportunity.
 
-> The "Work-from-Home" revolution.
 
-> How the "Play-at-Home" trend presents investment opportunities.
 
-> The basic structure of the index that the ETF OGIG tracks.
 
 
Download the O'Shares ETF report: www.oshares.com
 
 
Bonus: If you liked the ETF Action tool on the broadcast, grab for a free trial: www.etfaction.com
 
 
 
 

 

Jun 4, 2020
he area of 'Financial Wellness' has become a hot topic in financial services, but most programs are not authentic and struggle to really add value. In this interview, Rick Kent shares his vision of how a well built corporate financial wellness programs can help employees, employers and financial advisory firms in a truly and win-win-win collaboration.
 
Rick Kent is the CEO and founder of Merit Advisors and the founder of Mentoro, a corporate financial wellness provider.
He is ranked as the #1 advisor at LPL. Merit has $3 billion AUM, 10 offices in 6 states, with 71 employees as well as a $700M+ RIA platform for independent partners.
May 29, 2020

Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment framework for building systematic models for all market environments.

May 21, 2020

Wes Gray, P.h.D. of Alpha Architect comes on to share his thoughts on portfolio construction and the application of value and momentum in security selection.

May 15, 2020

Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In this interview, he articulately lays out his 'What-How-Why' framework for rethinking risk management. We also discuss the history of momentum investing, potential recovery outcomes from our current crisis and how a 'Dimmer Switch' approach to portfolio tilts can improve client outcomes.

May 6, 2020
Kevin Simpson of Capital Wealth Planning comes on the podcast to share his thoughts on covered call strategies.
May 4, 2020

Today many advisors are faced with a decision about their business. Do you transition into a Virtual Advisor or try and wait out this crisis in hopes that things will return to the way they used to be. Brad Johnson is the host of the popular The Elite Advisor Blueprint® podcast and VP of Advisor Development at Excel Advisors. At the beginning of the crisis, Brad built a private Facebook group simply to help advisors who wanted to make the transition to virtual an easier proposition. He has brought in best-in-class presenters to teach group members about what it takes to make it as a virtual advisor.

May 1, 2020

On this episode, Jay Hummel of the Wealth Advisor Growth Network comes on to share his thoughts on taking action during this crisis. He also shares how his firm was able to execute a very successful transition during this pandemic with Elk River Wealth Management. 

Apr 27, 2020
On this episode Coach Joe Lukacs comes on the podcast to share his strategies for playing offense during this crisis. Joe is an expert on advisor mindset. If you feel stuck with everything going on today, this episode is for you.
 
 
Follow Coach Joe On Social Media:
 
 
Apr 24, 2020
Lenore Hawkins of Tematica Research came on the podcast to give us an update on life in Italy and her thoughts on the macroeconomy. We also discuss some of the potentially positive things she sees coming out of this crisis.
 
Lenore also plays my new game, JUST ONE STOCK, where guests are asked what stock they would select today if they had to pick one stock to allocate their whole portfolio to.
 
Tematica Research: www.tematicaresearch.com
 
$SPY $DIA $OLED
 
Follow Lenore on Twitter: https://twitter.com/EllesEconomy
Apr 23, 2020

Mike Akins of ETF Action comes on the show to discuss his strategies for leveraging ETFs to identify stocks for portfolio construction. Learn more about ETF Action and take advantage of their expanded 30-day trial: https://www.etfaction.com

Apr 22, 2020
On this episode, I interview Shelly Bykat, CPA and commercial banker Erik Bykat. They are married and have both been living and breathing the PPP program since it launched. Combined, they are a wealth of knowledge on everything about the program and they share what you need to know today based on their experience working with small business owners through this crisis.
 
Follow The ByKats On LinkedIn:
 
 
Apr 21, 2020
Note: The audio is a little rough for about 15 seconds in the beginning but then clears up.
 
Dual Momentum is a fascinating strategy. Gary Antonacci is the father of the very popular Global Equities Momentum (GEM) strategy that he lays out in his book Dual Momentum Investing.
 
We discuss the history of momentum investing, the academic research and applications today.
 
Learn more about Gary's work here: https://www.optimalmomentum.com/
 
 
 
Follow Gary on Twitter:
 
Apr 15, 2020
Now is a fantastic time to increase your marketing efforts, but there is a right and wrong way to do it. Samantha Russell of Twenty Over Ten and Lead Pilot comes on to share some pure marketing gold.
 
For an extended 30 day trial of Lead Pilot, use the code FREEMONTH here: https://leadpilot.io/why-lead-pilot
 
 
Follow Samantha on Twitter: https://twitter.com/SamanthaTwenty
Apr 14, 2020
Chris Versace of Tematica Research came on the podcast to share his thoughts on the data and earnings reports that are on the horizon.
 
 
$MCD $CCL $JNJ $BAC $LVS $BLK
 
 
Follow Chris on Twitter: https://twitter.com/ChrisJVersace
Apr 3, 2020
Time segmentation strategies are a great way to mitigate damage for clients during market turmoil. Phil Lubinski & Sheryl O'Connor of Income Conductor came on the show to explain exactly how to use the strategy so that your clients do not make emotional decisions that could hurt their retirement portfolio.
 
Get An Extended Trail Of Income Conductor: www.jaycoulter.com/resilient
 
Don't let your clients ruin their retirement by selling out of the market at the wrong time! Time Segmentation tool can help map out a retirement income strategy to weather this storm and thrive during the next bull market.
Mar 31, 2020
Dr. Sarah Fallaw, co-author of 'The Next Millionaire Nextdoor' and President of DataPoints came on the podcast to discuss how psychological tools and risk re-profiling can help you with your clients in this market.
 
Get An Extended Trail Of DataPoints: www.jaycoulter.com/resilient
 
Calm your client's nerves with a simple re-profiling of their risk tolerance leveraging the world's first financial psychology toolkit. Using more than 40 years of data and findings that shaped the best-selling book, 'The Millionaire Next Door.'
 
 
Connect on Twitter:
 
 
Pick-up A Copy Of The Book: www.thenextmillionairenextdoor.com

 

Mar 30, 2020
Chris Versace & Mark Abssy of Tematica Research came on the podcast to share their thoughts on cyber security, mortgage forgiveness, layoffs, the digital lifestyle, purchase order cancellations and the middle class squeeze.
 
 
AMZN, COST, WMT, KR, MKC, ADT, AT&T, WM, VZ, NFLX, NRTN, DIS, HBI, AMAT, CMG, NVDA, AXP
 
 
Follow Chris on Twitter: https://twitter.com/ChrisJVersace
 
Follow Mark on Twitter: https://twitter.com/AbssyMark
Mar 23, 2020
Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving through the rest of Europe today and could provide a preview of what we could experience in North America and the rest of the world.
 
We also discuss her views on the historic Fed moves, the challenges with bond ETFs and what fiscal policies should target for relief in the US.
 
 
 
Follow Lenore on Twitter: https://twitter.com/EllesEconomy
Mar 17, 2020
In this short podcast, I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis.
 
 
 
Re-risk Profile Tools:
DataPoints: www.datapoints.com
 
Digital Communication Tools:
Snappy Kraken: www.snappykraken.com
Lead Pilot: www.leadpilot.io
 
Prospecting Tools
Hidden Levers: www.hiddenlevers.com
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