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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
Mar 16, 2020

The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thoughts. Also, hear what is going on from inside Italy as Lenore Hawkins shares her experience during the lockdown as Chris Versace discusses the implications on stocks in this environment.

Mar 9, 2020

What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the circuit breaker and North Korea launching missiles? Lenore Hawkins and Chris Versace of Tematica Research discuss this and more on this episode of The Resilient Advisor. 

Feb 28, 2020
Lenore Hawkins of Tematica Research came on the podcast to give us her 'boots on the ground' assessment on what is going on in Northern Italy. We discuss the social dynamics in Italy with the Corona Virus hanging over the region as well as a deep dive on the short and long-term implications for the markets and global economy.
 
Feb 24, 2020
Stocks are under pressure this week and Chris Versace of Tematica Research joins me to discuss tactical strategies and thematic opportunities in the markets.

 

Feb 12, 2020

Sean Walters, CEO of the Investments & Wealth Institute, came on The Resilient Advisor Podcast to discuss a new industry report they released on the future of our industry.

Feb 10, 2020
Chris Versace of Tematica Research comes on to discuss the current earnings season so far and this week's economic data.
 
$HLT $MMYT $AMAT $CSCO $BABA
Feb 4, 2020

Jay Coulter reflects on the first 100 episodes of The Resilient Advisor Podcast. "I was fortunate in that I was early to the podcast game in our industry. It enabled me to connect with experts and thought leaders that otherwise would not have returned my call! Our syndication on AdvisorHub.com further expanded the audience and now we are broadcasting live on LinkedIn, Twitter, Facebook and Youtube. The goal of each episode has always been the same; Deliver high-value content in about the same amount of time as the average commute or workout. I have learned a great deal from some of the industry's top thought leaders and performers. I hope that you have as well."

Jan 31, 2020

Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural shift? Should you pay attention?

Stocks Discussed: BYND, TSLA, OI, TREX, SFM, CMG, AMZN

Jan 29, 2020
Matt Halloran of Top Advisor Marketing shares his strategies for becoming a micro-influencer.
 
Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author of “The Social Media Handbook for Financial Advisors” and co-host of the podcast Top Advisor Marketing.
 
Matt's previous appearance on the podcast: https://www.jaycoulter.com/post/halloran
Jan 27, 2020
Which stocks and sectors could see the most pressure today with Coronavirus spreading? Chris Versace and I discuss on this episode of Tactical Market Strategies on The Resilient Advisor Podcast.
 
Follow Chris on Twitter: @ChrisJVersace
 
Jan 22, 2020
YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a Financial Advisor Communications Framework that the YCharts team has developed.
 
 
Download The Report Here: http://bit.ly/advisorcomms
 
Sign-up for a YCharts Trial: http://bit.ly/ychartstrial
 
 
 
Topics Discussed:
 
The three major insights from the study.
 
Your clients do not feel engaged.
Your clients want personalized communications.
Your success can be directly impacted by your communications strategy.
 
What can be done about it?
 
Commit to a cadence.
Create new touchpoints and opportunities.
Serve some clients champagne, others sparkling water.
Hone in on understanding your clients and their goals.
 
 
Connect With Sean & YCharts
 
 
 
 
Jan 13, 2020
This is the first installment of a new project called the 'Thematic Investing Series.' My partners in this project are Chris Versace and Lenore Hawkins of Tematica Research. In this episode we discuss the concept of thematic investing and several current themes including #5G #WiFi6 $COST $WMT $LC $LB $BBBY $M $AMZN.
 
 
Connect With The Guests
 
Jan 3, 2020
Brad Roth of Thor Analytics shares his thoughts on the prudence of adding metals to your allocations. We also discuss the power of leveraging technology to enhance your investing outcomes.
 
Learn About Thor Analytics: https://www.thoranalytics.com
 
 
About Brad
 
Bradley Roth, is a co-founding principal of Thor Analytics and the CIO of the Thor Metals Fund. Mr. Roth has over a decade of trading experience, seven years as a professional trading advisor. Prior to his appointment as CIO Brad was managing partner at Sardonyx Capital, a quantitative securities fund.
Brad is an honors graduate of Duquesne University (Pittsburgh, Pennsylvania) from which obtained a bachelor’s degree in business administration. He received the Certified Financial Planner® designation following study at New York University. He is currently Series 66 and Series 3 examination qualified.
Dec 26, 2019

Jay Coulter & Jay Hummel share some of the major industry trends that they see having an impact on your business next year. This includes the dramatic growth of Direct Indexing, aggressive enforcement of Reg BI and how the SECURE Act will drive the need for more outsourcing. Also, changes in M&A deal multiples due to a lack of organic growth.

Dec 23, 2019

Frank LaRosa of Elite Consulting Partners comes on The Resilient Advisor Podcast to share his thoughts on the current state of M&A in our industry and some of his best practices on executing a viable strategy in 2020.

Dec 12, 2019

Building a 'niche' can be one of the most daunting tasks an advisors faces. The reality is that most make the process more difficult than it needs to be. Jay Hummel of the Wealth Advisor Growth Network shares his strategy for building a profitable niche on this episode of the Advisor Growth Series.

Dec 4, 2019

Fixed Index Annuities are controversial. In this in-depth episode, Brad Johnson and Jay Coulter discuss the prudent applications for FIAs that every advisor should consider where appropriate. If you have a built-in bias against FIAs, this episode could help you look at the tool through a new lens.

Nov 23, 2019

Schwab's potential acquisition of TD Ameritrade could have an impact on your business and your clients. Jay Hummel and I discuss the implications of this major industry transaction on this installment of The Advisor Growth Series.

Nov 20, 2019

Most advisors know that the current 60/40 model could create performance challenges for clients going forward. The real challenge is determining what to do about it. Clint Sorenson and Jay Coulter tackle this issue and what Copper, TLT and the Home Builders may be telling us right now.

Nov 7, 2019
Bill Cates comes on this episode of The Resilient Advisor Podcast to discuss his new book and some of the strategies that he has found drive business growth.
 
Bill Cates has been an entrepreneur for almost 40 years. He has started, built, and sold two successful book publishing companies.
 
After the sale of his second publishing company, Bill devoted the last 25 years to the art and science of relationship marketing. He has three books on the topic of referrals: Get More Referrals Now, Don’t Keep Me a Secret, and Beyond Referrals.
 
As the founder of The Cates Academy for Relationship Marketing – Bill has become widely recognized as an international expert in his ability to help businesses create exponential growth through purposeful word of mouth, strategic networking, referrals, and personal introductions.
 
Bill has now turned his attention to helping businesses and professionals develop and communicate more relevant and compelling value propositions to win more ideal clients or customers. His newest book is Radical Relevance – Sharpen Your Marketing Message, Cut Through the Noise, Win More Ideal Clients
Nov 6, 2019

Do you know why your clients do business with you? Jay Hummel calls this 'The Scary Question' and on this episode of The Resilient Advisor Podcast, Jay Coulter asks him about this and why he does not like service calendars.

Oct 22, 2019
Jay Coulter and Jay Hummel discuss how to move financial planning to the center of your practice on this episode of The Resilient Advisor.
 
 
Oct 18, 2019

Jay Coulter and Clint Sorenson discuss BREXIT and portfolio allocations to Europe, China & Emerging Markets on this episode of the Forecast Free Series. (10-18-19)

Oct 16, 2019

On this episode, Jay Hummel of the Wealth Advisor Growth Network and I discuss the pros and cons of outsourcing in our industry. 

Oct 9, 2019

Jay Hummel of the Wealth Advisor Growth Network comes on The Resilient Advisor Podcast for a new featured series called the 'Advisor Growth Series.' Our plan is to bring viewers and listeners short actionable episodes to help advisors grow their business. This episode features a discussion on the difference between growth and stagnation in the industry. 

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