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.
Andrew Chanin and Jay Coulter discuss the unique investment opportunities in space.
Connect With Andrew
Twitter: @ETFwunderkind
LinkedIn: https://www.linkedin.com/in/andrew-chanin-2a065462/
ProcureAM's Twitter: @ProcureAM_LLC
About Andrew Chanin
Andrew Chanin, Co-Founder and CEO of ProcureAM. ProcureAM is a new ETP issuer behind The Procure Space ETF (UFO), the world’s first pure-play space ETF. UFO tracks the S-Network Space Index, the first Certified Space Data Product™ to be recognized by the nonprofit Space Foundation. Andrew is "famous" in the ETF industry for launching various successful thematic ETFs, most notably a cybersecurity ETF that surpassed $1 billion in less than a year.
Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.
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.
'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.
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.
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).
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
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.
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.
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.
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.
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
Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility.
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."
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:
Twitter: https://twitter.com/RobustWealth
LinkedIn: www.linkedin.com/company/robustwealth/
Facebook: https://www.facebook.com/robustwealth/
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.