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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
Jul 9, 2019
On this episode, I interview divorce expert Carol Lee Roberts. We discuss the 5 Major Pitfalls advisors need to consider when a client is going through a divorce. Carol is the President of the Institute for Divorce Financial Analysts.
 
Connect With Carol Lee
 
 
About Carol Lee
 
Carol Lee is the current President of the Institute for Divorce Financial Analysts and brings over 30 years of experience in the financial services industry to this position. She holds the Certified Financial Planner and Certified Divorce Financial Analyst designations.
Carol Lee has an undergraduate degree from Augustana College and a Master’s Degree in Financial Planning from DePaul University. As the Director of the Office of Professional and Continuing Education at DePaul University, her Financial Planning Education Center had the third largest Financial Planning Certificate program in the country. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, DC.
As President of IDFA, she has seen the number of certificants in both Canada and US grow substantially and hosts an annual conference that continues to grow significantly year over year. Carol Lee authored the Tools & Techniques book, Divorce Planning, and is the editor of the Divorce Survival Guide as well as the CDFA program materials.
Jun 3, 2019
The model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the podcast to discuss this evolution and the complications in this space for financial advisors.
 
BONUS: He provided listeners with a great offer. If you choose to subscribe to YCharts, he is offering a 20% discount just for referencing The Resilient Advisor podcast. Make sure you sign-up for a free trial and see if it could help your business. www.ycharts.com
 
Note: This is NOT an affiliate link.
 
Connect With Sean:
 
May 31, 2019

Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.

May 24, 2019

Are you struggling with what to do with your fixed income allocations? Most advisors are looking for answers. Clint Sorenson CFA, CMT and I discuss advisor options including Invesco US Bulletshares. 

May 16, 2019
Frank Agin is a Professional Networking expert. He came on the podcast to discuss his top strategies and tactics that he coaches Financial Advisors to use in their practice.
 
Connect With Frank:
 
May 3, 2019

'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets.

 

Today's Topics:
 
  • Domestic outperformance since 2010
  • International PE (TTM) divergence
  • Emerging Markets
  • Domestic Bias
  • Recency Bias
May 1, 2019
In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This leads to some real integration challenges. Putting a critical lens on the tech stack during the process will present opportunities for both parties to streamline systems and deliver a better client experience. My guests on this episode of The Resilient Advisor Podcast have published a new book to help financial advisors and firms navigate this process.
 
 
My Guests:
 
Greg Friedman is the CEO of Private Ocean, an innovative West Coast wealth management firm, and the founder of Junxure, a popular CRM platform for financial advisors.
 
 
Shaun Kapusinski is the Director of Technology & Operations at Sequoia Financial Group and the Founder of HIFON. Since 2010, HIFON has quietly built the premier community of RIA Operations Professionals.
 
 
Apr 26, 2019
'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets.
 
Today's Topics:
 
  • The negative divergence of the bond and stock market today.
  • What the Lumber - Gold Ratio could be telling us about volatility.
  • What small-cap stocks could be telling us about the business cycle.
Apr 22, 2019
Kyle Wiggs of eXact Strategies comes on the podcast to discuss the blind spots and challenges faced by the major TAMPs today. We also discuss fee compression in the space and how technology is driving innovation. 
 

Connect With Kyle

LinkedIn: www.linkedin.com/in/kylewiggs

Website: www.exactstrategies.com

 

About Kyle (From his LinkedIn Profile)

I am a managing partner for eXact Strategies responsible for the growth and distribution of technology and products. I lead a team of experts who distribute cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients. 

I have raised $16+ billion across the independent, wirehouse, and registered investment advisor channels. In addition, I have led the sales and product efforts of a top-five independent broker-dealer wealth management platform.

I value working with people who are committed to putting clients first. I am passionate about providing advisors with the latest tools and technology to grow their practice and improve client outcomes.

I never waver in my commitment to hold organizations accountable for doing what is best for advisors and clients. I believe in doing business with integrity.

Today’s advisors have an extraordinary opportunity to embrace the technologies that have revolutionized the industries of transportation, medicine and real estate. eXact Strategies provides advisors similar technology to meet the needs of today’s clients by using advanced data analytics to create white-label investment solutions designed around the clients they serve.

I’ve been recognized as the top sales associate at every company I have worked at. I am honored to have been awarded Outstanding Associate of the Year (National Planning Holdings), three-time Wholesaler of the Year (Curian Capital), and a six-time Leaders Council Representative.

Apr 10, 2019

I am a self-admitted behavioral finance nerd. I love the academic lens on why we make the financial decisions that we do. My guest on this episode of The Resilient Advisor Podcast is going to present a different lens on this subject. Susan Bradley believes that there is a ‘Dark Side’ to behavioral finance and she explains exactly what she means on this episode.

 

Listener Giveaways

Transition Journal Giveaway - Only for the first 10 people: info@suddenmoney.com

3 Questions Overview PDF: info@suddenmoney.com

 

 

 

Connect With Susan

Website: https://www.suddenmoney.com

For Advisors: https://financialtransitionist.com

Twitter: https://twitter.com/SuddenMoney

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

 

About Susan:

  • She is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation.

  • For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change.

  • She is a CFP.

  • She has served on the FPA’s National Board of Directors,

  • she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board.

  • She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times.

  • She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000).

 

Mar 31, 2019
On this episode of The Resilient Advisor Podcast, Celeste Blackman joins me to discuss how to drive collaboration with clients, teams and inside your firm. 

Celeste is an international consultant and co-founder of The Green Zone Culture Group. She has taught communications in the Executive MBA program at the Wharton School of Business for more than 15 years. She has worked with NASA, Chevron, The United Nations, the National Institutes of Health and the National Cancer Institute.

Connect With Celeste:

Website: www.greenzoneculture.com

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

Feb 27, 2019

Bill Cates is widely recognized as one of the foremost experts in the art and science of acquiring new clients through referrals and personal introductions.

He is president of Referral Coach International. Bill is also a bestselling author. His third and latest book, Beyond Referrals, lays out the steps to converting referrals to what he calls “Engaged Introductions” and, ultimately, new clients.

 
Free Report: Five Secrets to Multiplying Your Best Clients (www.multiplyyourbestclients.com) 
 
 
Connect with Bill
 
Twitter: https://twitter.com/Bill_Cates
Facebook: https://www.facebook.com/ReferralCoach
LinkedIn: https://www.linkedin.com/in/billcates/
Jan 24, 2019

Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller 'The Laws of Wealth' and is the host of the popular Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer. 

On this episode, we discuss how financial advisors can leverage his 'Third Way' of looking at investing through a behavioral lens. There are granular applications that you can implement in your practice today. 
 
 
Also mentioned in this episode:
 
Jesse Felder's The Felder Report: https://thefelderreport.com
 
Here is a list of Dr. Crosby's top books on the subject of Behavioral Finance.  www.nocturnecapital.com/blog/2016/8/1/the-best-books-on-behavioral-finance-and-behavioral-economics
 
Connect With Daniel:
 
 
 
 
 
About Daniel:

Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. 

Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.

Jan 15, 2019
David Snider came on The Resilient Advisor Podcast to discuss how financial advisors can differentiate themselves by integrating tax and legal services in the client experience. 

If you are interested in learning more about the Harness Wealth platform email advisors@harnesswealth.com or visit www.harnesswealth.com. 
 
 
Connect With David
 
LinkedIn: www.linkedin.com/in/sniderdavida
 
 
 
About David Snider
 

David Snider is the Founder & CEO of Harness Wealth, a financial technology company with a mission of helping people reach their best financial future. The business provides a unified data platform for people to identify opportunity, optimize their wealth and connect with a highly curated set of top advisors across financial, tax and legal.  David incubated Harness Wealth as an executive-in-residence at Bain Capital Ventures. Previously he served as COO & CFO of Compass, a real estate tech company that he helped grow from pre-launch to a valuation of $1.8 billion. David was an investor at Bain Capital private equity, where he completed investments worth over $2 billion as well as the IPO of Sensata on the NYSE. He is the author of Money Makers: Inside the New World of Finance and Business published by Macmillan. David received an M.B.A. from Harvard Business School and a B.A. from Duke University.

 

 

Dec 27, 2018

On this episode, Aaron Klein and I discuss the application of behavioral science in our industry. Aaron is the CEO of industry-leading fintech company Riskalyze. He also shares his thoughts on recent developments in the fintech space. 

 

Aaron produces the Fintech Report Card on wealthmanagement.com each month.

 

Connect With Aaron

LinkedIn: www.linkedin.com/in/aaronklein

Twitter: https://twitter.com/AaronKlein


About Aaron (From The Company Website)
 
Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.

 

Dec 26, 2018

Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility. 

Dec 12, 2018

On this episode of The Resilient Advisor podcast, Jay Coulter interviews Eric Ervin who is the CEO of Blockforce Capital.  We discuss the blockchain inefficiencies, cryptocurrency, Bitcoin ETFs and "Alpha Donors."

Nov 29, 2018
On this episode we explore the future of fintech with the CEO of RobustWealth, Mike Kerins.  The digital advice space is changing rapidly and if you are not paying attention you are putting your business at risk. Mike shares his thoughts on how he sees the space unfolding in 2019. 
 
 
 
Connect With Mike On LinkedIn: https://www.linkedin.com/in/michael-kerins-cfa-frm-165a97ba/
 
About Mike
 

Mike Kerins, CFA, FRM | Founder and Chief Executive Officer

 

Mike Kerins is the founder and CEO of RobustWealth, a B2B digital wealth management platform headquartered in Lambertville, NJ. Prior to RobustWealth, Mike spent eight years at Franklin Templeton, where he managed an investment team overseeing a global portfolio of assets equaling $40 billion. He also served as head of asset class research and has expertise spanning strategic and tactical asset allocation, portfolio construction, target date strategies and liquid alternatives. Mike is a CFA charter holder as well as a certified Financial Risk Manager. He holds a B.S. in Chemical Engineering and a B.S. in Finance from the University of Colorado and also has a certificate in Computational Finance from the University of Washington. He lives with his wife and three children in Lambertville, NJ.

 

RobustWealth social media channels:

 

Nov 14, 2018
Julie Littlechild is a client engagement expert and industry thought leader. This is her second appearance on The Resilient Advisor Podcast. In this episode, Jay Coulter interviews Julie to get help listeners learn her strategies on building an exceptional client experience. 
 
From the podcast - Asses your Client Experience: www.absoluteengagement.com/blog/client-engagement/assess-your-experience/
 
 

Connect With Julie

Twitter: @jlittlechild

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

Blog: www.absoluteengagement.com/blog

Email: jlittlechild@absoluteengagement.com

Website: www.absoluteengagement.com

 

 

About Julie

 

Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future.

 

Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years.  Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released in January, 2017.

 

Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.

 

Nov 5, 2018
Shay Eskew's life story is inspirational. He ranks in the top 1% of IRONMAN worldwide despite burns on 65% of his body. He is an active father of 5 children while managing a successful professional and speaking career. He is now an author. 
 
Learn his story and techniques for motivation on this episode of The Resilient Advisor with Jay Coulter. 
 
 
Connect With Shay
 
 
 
 
 
 
 
 
 
About Shay
 
 
Shay is an All American / All World ranked triathlete, former black bear researcher, burn survivor with scars over 65% of his body and sought out motivational speaker/author. At the age of 8, Shay was set afire by a neighbor’s child and credited with saving the life of his 7 year old friend. Despite being told he’d never play sports again, enduring over 35 surgeries the last 36 years, Shay is a 4x IRONMAN, 4x member of Team USA, 25x IRONMAN 70.3, ranked top 1% of IRONMAN worldwide, and has competed in 10 triathlon World Championships in 7 countries on 4 continents, including the IRONMAN World Championships in Kona, Hawaii (competed at the 2018 IRONMAN 70.3 World Championship in South Africa). Additionally, Shay is a sponsored triathlete of Newton Running and First Endurance and an inaugural cohort of exceptional service-oriented athletes known as the Malama Club, long standing members of the IRONMAN Foundation ambassador team.
 
Shay received a BS (cum laude) and an MBA (finance) from the University of Tennessee.  Most importantly, Shay recently celebrated his 15yr wedding anniversary and is the proud father of 5 kids under 12.
Oct 18, 2018
On this episode of The Resilient Advisor Podcast, Chris Versace helps listeners understand the power of 'Thematic Investing.'  
 
Chris is the Chief Investment Officer of Tematica Research. He is the chief editor of Tematica Investing and Tematica Pro as well as the author of the Monday Morning Kickoff, which has become a must-read for RIA’s and Money-Managers around the world. Chris is also the co-host of the Cocktail Investing Podcast: www.tematicaresearch.com/cocktail-investing and author of Cocktail Investing: http://a.co/d/dhtrWlm.
 
Connect With Chris
 
Twitter: @ChrisJVersace
Website: www.tematicaresearch.com
Oct 14, 2018
On this episode of The Resilient Advisor Podcast, Daniel Peris comes on to discuss how Modern Portfolio Theory (MPT) has failed investors.  We also discuss his thoughts on how financial advisors and investors can use an alternative approach. This approach is detailed in his new book, Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio.
 
 
  • Daniel oversees $20 billion dollars in equity portfolios as a Senior Portfolio Manager at Federated Investors.

  • He is the author of 3 books on investing: The Strategic Dividend Investor, The Dividend Imperative and his newly released book Getting Back to Business.

  • Daniel also holds a Ph.D and has earned the CFA designation.

 
 
About Daniel
 
Daniel Peris, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios. Before transitioning into asset management, Peris was a historian focusing on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, as well as a study of early Soviet history. He tweets @Back2BizBook and blogshere.
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