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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 3
Jul 6, 2021

Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens.

Connect With Michael Gayed:

-- Newsletter: https://www.leadlagreport.com​

-- ETF Think Tank: https://www.etfthinktank.com

​ -- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/

-- Twitter: https://twitter.com/leadlagreport

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-- Twitter: https://twitter.com/sjaycoulter

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jun 29, 2021

Ryan Schrift of R.J. Schrift Private Asset Management comes on the Resilient Advisor series How I Serve to talk about the methods and platforms he uses to serve his clients.

Connect with Ryan Schrift:

Website: http://www.rjschrift.com/

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

Twitter: https://twitter.com/RJSchrift

Follow Resilient Advisor™ On Social:

Twitter: https://twitter.com/sjaycoulter

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jun 24, 2021

Cybin CEO Doug Drysdale joins Jay Coulter and Chris Versace for this installment of the Investment Spotlight Series from Resilient Advisor.

Learn More About Cybin:

-- Website: https://www.cybin.com/

-- LinkedIn: https://www.linkedin.com/company/cybin/

-- Twitter: https://twitter.com/CybinInc

-- Facebook: https://www.facebook.com/cybinInc

Connect with Doug Drysdale:

-- LinkedIn: https://www.linkedin.com/in/dougdrysdale

-- Twitter: https://twitter.com/insidepharma

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jun 18, 2021

Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.

Jun 14, 2021

About Chris Olson:

Chris Olson founded The Media Trust with a goal to transform the internet experience by creating better digital ecosystems to govern assets, connect partners and enable Digital Risk Management. As CEO, Olson drives the company's vision, direction and growth plans. He has more than 15 years of experience leading high tech and ad technology start-ups and managing international software development, product and sales teams. Olson currently serves on the board of the Interactive Advertising Bureau's Advertising Technology Council. He regularly speaks about cybersecurity trends and best practices at industry events, including events hosted by the Financial, Media, and Retail & Commercial ISACs. He earned his B.S. degree in Finance and International Business from Georgetown University and Executive MBA in Finance and Information Systems from the NYU Stern School of Business.

Follow Chris on Social:

-- LinkedIn: https://www.linkedin.com/in/chris-olson-7a00a03/

-- Twitter: https://twitter.com/3pc_ChrisOlson

Learn More About The Media Trust:

-- LinkedIn: https://www.linkedin.com/company/the-media-trust/

-- Twitter: https://twitter.com/TheMediaTrust

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

 

Jun 10, 2021

Aaron Klein is the Co-Founder and CEO of Riskalyze and one of the strongest advisor advocates in the industry. He comes on the Resilient Advisor Show with Jay Coulter to discuss risk management, building trust and helping clients through risk mitigation and data.

Learn about the Riskalyze Methodology: https://www.riskalyze.com/methodology

Connect With Aaron Klein

-- Twitter: https://twitter.com/AaronKlein

--LinkedIn: https://www.linkedin.com/in/aaronklein/

Connect With Riskalyze

--LinkedIn: https://www.linkedin.com/company/riskalyze

--Twitter: https://twitter.com/Riskalyze

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-- Twitter: https://twitter.com/sjaycoulter

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Jun 1, 2021

Luke Oliver of KraneShares comes on the show to discuss the Carbon Markets and his firm's ETF symbol: KRBN. This show is part of the ETF Stories series.

Past episodes can be found here. https://www.etfstories.com

Learn more about KRNB: https://kraneshares.com/krbn

Learn more about KraneShares: https://kraneshares.com

KraneShares on Twitter: https://twitter.com/KraneShares

Follow Resilient Advisor™ On Social:

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

May 14, 2021

Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens.

Issues they discuss:

  • The challenge of raising taxes.
  • Inflation is a tax on the poor.
  • The wealth gap is only getting worse.
  • The DBC ETF is screaming.

Connect With Michael Gayed:

Follow Resilient Advisor™ On Social:

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

May 11, 2021

Nancy Davis is the CIO of Quadratic Capital and the manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She comes on the show with Jay Coulter to share her views on inflation, interest rates and the story of her ETF IVOL.

Learn more about the IVOL ETF: https://www.ivoletf.com

Company Website: https://quadraticllc.com

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

Follow Resilient Advisor™ On Social:

-- Twitter: https://twitter.com/sjaycoulter

-- Facebook: https://www.facebook.com/resilientadvisor

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

May 4, 2021

Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for building an effective marketing funnel.

Learn more about the Kitces Digital Marketing Summit on May 13th, 2021:

https://www.kitces.com/digital-marketing-summit-2021

Apr 28, 2021

David Barse joins Jay Coulter to discuss his firm's unique alternative indexing methodology. At its core, their process is focused on eliminating underperforming stocks based on their scoring system. David and Jay discuss the 4 P's behind XOUT; Performance, People, Process and Portfolio.

Apr 27, 2021

Ross Marino has endured a lot of obstacles in his life to reach where he is today. Overcoming serious injuries, family medical trauma and the natural swings in the business have shaped his philosophy on business and life. He shares his journey in this interview with Jay Coulter as well as some insights on his new book with Susan Bradley called 'Shaping Change.'

This is part of the How I Serve Series on The Resilient Advisor where Jay interviews leading financial advisors who are making a difference in the lives of their clients.

Apr 20, 2021

On this episode, Amplify ETFs CEO Christian Magoon joins Jay to discuss some of the disruptive trends in the ETF market today. Christian shares what he believes ETF-focused advisors should consider today, what surprised him about 2020 and the investment thesis for three of their ETFs.

$DIVO $CNBS $BLOK $ISWN $SWAN $IBUY

Learn More about Amplify ETFs: https://amplifyetfs.com

Follow Christian & Amplify ETFs on Twitter:

-- Christian: https://twitter.com/ChristianMagoon

-- Amplify ETFs: https://twitter.com/AmplifyETFs

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-- Instagram: https://www.instagram.com/sjaycoulter L

earn more about Resilient Advisor™: https://www.resilientadvisor.com

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Apr 13, 2021

Dana Cornell was the lead advisor on a $1B+ private wealth practice at Morgan Stanely. He left his practice to pursue his true professional passion, private real estate investing. This is his story.

Website: https://www.cornellcapitalholdings.com

Facebook: https://www.facebook.com/CornellCapitalHoldings

Instagram: https://www.instagram.com/cornellcapital

Follow Resilient Advisor™ On Social:

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Apr 9, 2021

Robert Sofia, CEO of Snappy Kraken, discusses the digital marketing landscape and best practices for marketing for financial advisors and more.

Apr 8, 2021

Tony Cataldo came on the Investment Spotlight Series to speak with Chris Versace and Jay Coulter about GT Biopharma's outlook.

Tony's Biography (From Their Website)

Mr. Cataldo founded GT Biopharma Inc. upon joining the Board of Directors and subsequently Chairman and CEO in July of 2014, where he changed the Company's profile with the inclusion of oncology assets. From February 2011 to June 2013 Mr. Cataldo served as Founder and Chairman/CEO of Iovance Biotherapeutics, Inc., (IOVA). Mr. Cataldo created the highly successful IOVA/Genesis with the inclusion of assets acquired from the National Cancer Institute for the treatment of stage four melanoma. Mr. Cataldo has extensive experience in the biotechnology sector having served as Chairman/CEO of several biotech companies including: Calypte Biomedical Corporation, and Senetek, PLC.

Website: https://www.gtbiopharma.com

Follow Resilient Advisor™ On Social:

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

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Mar 30, 2021

Justin Castelli has built an RIA, multiple brands and a business serving Financial Advisors. In this interview, Justin shares the good, the bad and the ugly of his journey. We get into the details of his tech stack as well as his pricing model for clients. Along with his partner Taylor Shulte, he launched The Advisor Growth Community where they serve over 140 advisors from around the world. We also go deep on the subscription model for serving clients.

Mar 29, 2021

Each year, the Division of Examinations of the U.S. Securities and Exchange Commission (“SEC”), publishes its examination priorities for the upcoming year. Chris Winn of Advisor Assist comes on the show to discuss the 11 areas of prioritization for this year. 

Mar 26, 2021

Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins, Chief Macro Strategist with Tematica Research.

Mar 26, 2021

Financial Wellness expert and Founder of Shaping Wealth,Brian Portnoy, comes on the show to talk about his book and new business, how he invests his money, and "funded contentment".

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Mar 18, 2021

One of the ways to differentiate yourself as a financial advisor is through a unique investment discipline. Direct Indexing has never been easier and Barrett Ayers of Adhesion Wealth comes on the show to share his firms approach to the space. We discuss the opportunities in custom ESG models, 'Personal Indexes' and the power of using Tax Alpha to enhancing client outcomes.

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Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Mar 17, 2021
Managing your career and finding talent has never been more difficult in the financial services industry. David Testerman and Jeff Testerman are experts at helping professionals build a career in financial services. BROKERHUNTER is a leading employment website serving the Securities, Insurance and Banking sectors.
Mar 15, 2021

Most advisors struggle to build meaningful relationships with CPAs. Shelly Bykat, CPA comes on the show to share her best practices for building relationships with CPAs.

Mar 13, 2021

Tyrone Ross, CEO of Onramp Invest, comes on the show for Crypto Office Hours, a Resilient Advisor Show series dedicated to all things crypto and blockchain.

Sponsored by Capital Wealth Planning.

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