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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: Page 1
Nov 22, 2022

Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching.

SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com

++ Grab a copy of Jamie's new book here: https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846

About Jamie Hopkins: Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University’s Heider College of Business.

A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.

He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.

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Produced by Resilient Digital Media

© Financial Advisor TV, LLC. All Rights Reserved

Oct 24, 2022

Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, he share is approach to marketing, planning and living life to the fullest.

SHOW SPONSOR: The Independence Incubator from Resilient Advisor. A customized approach for advisors transitioning to independence.

Learn more: https://www.independenceincubator.com

Oct 18, 2022

In 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called ‘The Common Denominator of Success.’

Though it was written for life insurance professionals of an age gone by, its message is equally well suited to anyone who seeks success today. In a world where selfies with Lambos and exotic trips to the Mediterranean are thought of as inspiration material.... Jay Coulter thought re-producing this speech, with updates for today’s world, may be inspirational for someone struggling to get a foothold in their career.

He is not the first to reproduce this great talk and won’t be the last! 

SPONSOR: Learn how to simplify your investment models without hiring expensive TAMPs or OCIOs. Resilient Models from Resilient Advisor reduce investment fees & improve client communications. To learn more visit: http://www.resilientmodels.com

“The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he formed the habit of doing things that failures don't like to do.” - Albert E.N. Gray 

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© Financial Advisor TV, LLC. All Rights Reserved

Oct 6, 2022

Have you ever felt that social media and email are wearing you down? Jay did, so he took a week off from digital platforms and learned a lot. He shares his experience in this episode of The Resilient Advisor. If you are considering going independent, don't do it alone. Learn how The Independence Incubator can provide you with fiduciary level guidance on your path to independence: https://www.independenceincubator.com

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© Financial Advisor TV, LLC. All Rights Reserved

Aug 17, 2022

How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility.

Learn More about Avantax Wealth Management:

Website: https://www.avantax.com/for-your-wealth-planning/wealth-management

LinkedIn: https://www.linkedin.com/company/avantax-wealth-management

Twitter: https://twitter.com/Avantax_Wealth

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LinkedIn: https://www.linkedin.com/in/todd-mackay-b1318b

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© Financial Advisor TV, LLC. All Rights Reserved

 

Aug 9, 2022

Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech.

About Vinay:

Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business schools, has a portfolio of venture investments and has started several companies in financial services. As a former finance faculty member at Wharton, with teaching experience at schools such as MIT and Columbia, he focuses on venture capital, private equity, and entrepreneurship. He is also a recognized expert in the areas of sustainable and responsible investing and has written “Investing for Change”, a book published in 2008 by Oxford University Press.

Connect with Vinay:

LinkedIn: https://www.linkedin.com/in/vinay-nair-47390b

Twitter: https://twitter.com/DrVinayNair

Website: https://tifinwealth.com

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© Financial Advisor TV, LLC. All Rights Reserved

Jul 25, 2022

Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology.

This show is sponsored by SHIFT: https://humanfirst.live

Books Mentioned:

CFP Board's Book on The Psychology of Financial Planning: https://www.cfp.net/news/2022/04/cfp-board-releases-six-part-book-on-psychology-of-financial-planning

Daniel Crosby: The Behavioral Investor

David Portnoy: The Geometry of Wealth

Follow Dr. Cherry

Twitter: https://twitter.com/DrPrestonCherry

YouTube: https://www.youtube.com/channel/UCe7Ugqr6zgJMEfPXQ5_L-kQ

Website: https://www.concurrentfp.com

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© Financial Advisor TV, LLC. All Rights Reserved

Jun 28, 2022

Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.

Jun 23, 2022

If there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto space today.

May 27, 2022

The Resilient Advisor Show has been my baby for half a decade. It has helped me build trust and an audience of serious financial advisors who are looking for the strategies that the most successful advisors are using today. I need to apologize to my audience as I have let the focus and quality slip as we have built out our different sub-series and launched Financial Advisor TV. In this short podcast I lay out what the revamp Resilient Advisor will look like and why I hope you find it to be one of your must-listen industry shows going forward.

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© Resilient Advisor. All Rights Reserved

May 18, 2022

Sean O'Hara comes on the Resilient Advisor Show to discuss the Pacer Trendpilot US Large Cap ETF (PTLC). This is part of the ETF Stories series on the show.

Learn more about the PTLC ETF: https://www.paceretfs.com

Learn more about the series and other interesting ETFs: www.etfstories.com

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© Resilient Advisor. All Rights Reserved

Apr 6, 2022
This is the March 2022 edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space.
 
Dan Weiskopf is a Portfolio Manager at Toroso Asset Management.
 
Learn more about BLOK, the Amplify Transformational Data Sharing ETF: https://www.BLOKETF.com
 
Download the Amplify ETFs BLOK-Chain Monthly report:
 
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© Resilient Advisor. All Rights Reserved
Mar 21, 2022

iUSA is organized around the concept of jobs, security and growth or said better, JSG investing. Jay Coulter interviews Dan Katz for this episode of ETF Stories from Resilient Advisor.

View past episodes of ETF Stories: https://www.etfstories.com

Connect with JSG: Fund

Website: https://www.jsgfunds.com

Advisor Website: https://www.amberwavepartners.com

Twitter: https://www.twitter.com/amberwave

LinkedIn: https://www.linkedin.com/company/amberwave-partners

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© Resilient Advisor. All Rights Reserved

Dan Katz Bio:

Dan Katz is Co-Founder and portfolio manager at Amberwave Partners, an impact investing firm focused on U.S. jobs, security, and growth (JSG). Previously, Dan served as a senior advisor at the United States Department of the Treasury from September 2019 to January 2021, where he helped lead the Treasury’s efforts to rescue the U.S. aviation industry during the COVID-19 recession. Dan served as the Chairman of the National Security Loan Program Credit Committee and a member of the Airline Loan Program Credit Committee, which collectively oversaw more than $20 billion of emergency loan transactions. Dan also oversaw the implementation of the Payroll Support Program, which supported hundreds of thousands of jobs in the aviation industry.

Mar 14, 2022

Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics.

Derek's experience producing the Rethink Podcast with Adam Holt : https://www.asset-map.com/rethinkfinancialadvisorpodcast

Building a virtual practice at Intrepid Wealth Partners: https://www.intrepidwealthpartners.com

How he leverages Asset-Map and Altruist for a robust virtual experience. How advisors can learn about building a virtual practice through Conneqtor: https://www.conneqtor.co

About Derek N.H. Notman, CFP®

I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it! I love helping my clients leverage their money to live their best life today & tomorrow.

As a Virtual Financial Advisor and Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and specialize working with self-minted millionaires who love luxury world travel. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs, yet limit the amount of clients we serve at any given time.

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© Resilient Advisor. All Rights Reserved

Mar 9, 2022

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the February 2022 Blockchain Report.

THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: http://www.resilientadvisor.com

Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com

Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com

Learn more about the BLOK ETF: https://www.BLOKETF.com

Follow Dan Weiskopf on Social:

Twitter: https://twitter.com/ETFProfessor

LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/

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© Resilient Advisor. All Rights Reserved

Mar 4, 2022

Could the FinTech market be a major driver of Emerging Markets? How could investors allocate to this sector? Jane Edmondson of EQM Indexes comes on ETF Stories with Jay Coulter to discuss her index that powers an ETF that does just that: EMFQ.

To learn about past ETF Stories please visit https://www.etfstories.com

Learn more about EQM

Website: https://eqmindexes.com

Twitter: https://twitter.com/EQMIndexes

Jane Edmondson Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC.

Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and has more than 25 years of experience in the investment industry. She holds an MBA in Finance from San Diego State University and a BA from UC Irvine.

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© Resilient Advisor. All Rights Reserved

Feb 23, 2022

ETFs are fantastic precision tools for portfolio diversification. They are also incredibly useful as a hedging tool. On this episode of Resilient Advisor, Connor Kitko of YCharts shares the findings of a recent White Paper that they published on how you can hedge different risk scenarios via ETFs. Jay Coulter is a big advocate for YCharts for financial advisors who are serious about their investment offering.

Download the YCharts White Paper "Can You Hedge It with an ETF?": https://get.ycharts.com/resources

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© Resilient Advisor. All Rights Reserved

Feb 14, 2022

Today the most engaging form of client communication and marketing is video. Most advisors struggle with how to best use video or even get started. In this episode, Katie Braden speaks with Jay Coulter and shares her formals for finding success with video.

Learn more about the Innovating Advice Community: https://www.innovatingadvice.com/

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Feb 7, 2022

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the January 2022 Blockchain Report.

Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com

Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com

Learn more about the BLOK ETF: https://www.BLOKETF.com

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LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/

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© Resilient Advisor. All Rights Reserved

Jan 31, 2022
Nathan Miller of Emles Advisors joins Jay Coulter for this episode of ETF Stories. They discuss the Emles Alpha Opportunities ETF, symbol EOPS.

Learn more about EOPS by visiting https://emles.com/etf/emles-alpha-opportunities-etf

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Jan 19, 2022

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the December Blockchain Report.

Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com

Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com

Learn more about the BLOK ETF: https://www.BLOKETF.com

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LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/

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Dec 27, 2021

Industry veteran Tony Davidow comes on The Resilient Advisor Show with Jay Coulter to discuss his new book, 'Goals-based Investing', and share his framework for some of the major changes we will see in the industry. Tony Davidow is the President & Founder at T. Davidow Consulting, LLC.

Learn more about 'Goals-Based Investing' by Tony Davidow: https://www.tdavidowconsulting.com/

Follow Tony Davidow on LinkedIn: https://www.linkedin.com/in/tony-davidow

Learn more about Investments and Wealth Institute:

Website: https://investmentsandwealth.org/home

LinkedIn: https://www.linkedin.com/company/investmentsandwealthinstitute

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© Resilient Advisor. All Rights Reserved

Dec 20, 2021

For Financial Advisors, increasing the value that you bring to clients is incredibly important in this environment of fee compression we are in. In this interview, Jay Coulter interviews Andres Mazabel of Trust & Will and he lays out the case for advisors to add a deeper level of estate planning to their practice.

Learn more about Trust & Will: https://trustandwill.com/advisors

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© Resilient Advisor. All Rights Reserved

Dec 13, 2021

On this episode of The Investment Spotlight Show, Home Bistro CEO Zalmi Duchman sits down with Jay Coulter and Chris Versace to share is thoughts on his company and the ever-changing food industry. Home Bistro trades under the ticker HBIS.

Follow Home Bistro on Social:

Twitter: https://twitter.com/HomeBistroChef

LinkedIn: https://www.linkedin.com/company/home-bistro-inc

About Home Bistro, Inc.

Home Bistro is a leading online platform, www.homebistro.com, that provides for the creation, production, and distribution of direct-to-consumer, heat-to-eat, celebrity chef-inspired gourmet meals, which currently include inspirations developed by "Iron Chef" Cat Cora, "Hungry Fan" Chef Daina Falk, Master Chef Claudia Sandoval and soon to launch celebrity chefs Ayesha Curry, Roblé Ali and Richard Blais.

Home Bistro's Model Meals lifestyle brand www.modelmeals.com is a Whole30 and Paleo approved, ready-to-eat, meal prep service, offering a weekly rotating menu that is prepared by professional chefs, using only the highest quality ingredients available, sourced responsibly and locally, and delivered in sustainable, eco-friendly packaging.

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Dec 8, 2021

Should investors consider luxury goods as a distinct consumer category for portfolio construction? Eric Qian comes on ETF Stories to make the case and share the LUXE story with Jay Coulter on The Resilient Advisor Show.

Learn more about Emles Luxury Goods ETF (Symbol LUXE): https://emles.com/etf/emles-luxury-goods

Connect with Emles on Social:

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