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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: Page 10
Jul 26, 2017
Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition.
 
 
Connect With Linda
 
Website: cma.consulting
Email: lwillis@cma.consulting
LinkedIn: www.linkedin.com/in/lindareidwillis
Jul 12, 2017
Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition Consultant Aaron Hasler of www.aaronhasler.com comes on the podcast to share some of his expertise on this important topic.
 
Connect with Aaron
 
Website: www.aaronhasler.com
LinkedIn: Link
Jun 23, 2017

I have found podcasting incredibly helpful in both my professional and non-profit efforts. It is an incredible platform that allows you to connect with people and build your brand. Kirk Lowe is an expert at building financial advisor marketing strategies and he is a big advocate of podcasting. On this episode we discuss the Top 10 Reasons Financial Advisors Should Start A Podcast.

Kirk's podcast with Matt Halloran:  www.topadvisormarketing.podbean.com/

Jun 9, 2017

Tom Lydon is one of the best known ETF experts today.  On this podcast we discuss some of the larger issues facing Financial Advisors today when allocation to ETFs. 

  • Smart Beta vs Factor Strategies.
  • What does a zero cost ETF look like?
  • Are ETF Strategists necessary today?
  • The pros and cons of using fixed income ETFs.
  • The current market for dividend focused ETFs. 
  • Are Robo Advisors really a threat to the traditional model.
  • What will the market for mutual funds look like in 5 years?
Apr 14, 2017

On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients…...which is always a popular topic in this community!  We discuss how top Financial Advisor are del eloping deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.' 


A little background John:


Connect With John
​Twitter: @LifeRefinedMag
LinkedIn:
@JohnFrankot

Apr 4, 2017

Without a succession plan, you are inviting a business and financial catastrophe.

Your heirs will not maximize your years of hard work.

You need a plan. ASAP!


On this episode of The Resilient Advisor Podcast we discuss this issues and more with Attorney Joel Beck of The Beck Law Firm.  Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.  

Mar 9, 2017

Have you had a client close their account because a competitor presented them with the latest Managed Futures Fund with a great 'track record?'  Has a client moved their business because they decided that they could trade futures contracts and generate better returns than you?  Are you constantly discouraged by the underperformance of your ETF allocation to commodities? 

On this episode of The Resilient Advisor I discuss these issues with 20 year trading veteran John Farley, who is the Volatility Portfolio Manager with Emil van Essen, LLC.

Mar 3, 2017

The decision to breakaway from your firm is never an easy one.

  • Is the grass really greener?
  • Have you considered all of the new roles and responsibilities that will need to be filled?  
  • Are your compliance and regulatory filings inline for a move?


On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm.  Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.  

Feb 15, 2017

This episode of focuses on the dangers of a cyber attack. It could literally destroy your business and credibility. I interview Jonathan DeCollibus, who is the CEO of BravoSec.com. We also talk a little about the dangers that can be found on your phone, tablet and home computer. 

Jonathan's firm is the nation’s only cyber security firm that works exclusively with RIAs.  BravoSec.com is a boutique cyber security firm, taking on only a handful of clients every year in the RIA space and serving them with the highest security available today, closing the gap for RIAs between compliance requirements and actual security.

Feb 2, 2017

10 year NFL veteran Jon McGraw comes on the podcast to discuss success, happiness and building a 'Performance Mindset.'  He is the co-founder of Vision Purse, a mental skills training company focused on helping sport organizations and corporate organization leverage the most current performance enhancement methods.

Jan 25, 2017

If you are not familiar with Suzy’s story, she was is a three-time olympic track and field star. She went on to become a spokeswoman for Disney and then started moonlighting as a high priced escort in Las Vegas. Once she was exposed it became tabloid fodder and her career appeared ruined.

She has told her story on Dr. Phil and ABC’s 20/20 and her new book, Fast Girl, is a New York Times best seller.

This interview was originally recorded for The Conquer Worry Podcast and instantly became one of the shows most popular episode, having been downloaded in over 90 countries. I reached out and asked her if I could share this interview on this new Financial Advisor focused podcast and she was all for it a
nd that is because it is a story of mental resilience and professional redemption.


This is a story of resilience. Personal and professional resilience.  

Jan 18, 2017

The Resilient Advisor Podcast is focused on helping Financial Advisors build resilience in their business and personal life.  Hosted by CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® Jay Coulter.

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