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.
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.
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.
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."
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
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.
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.
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.
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.
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.
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.
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.
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)