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:
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.
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.
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
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-- Amplify ETFs: https://twitter.com/AmplifyETFs
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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
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Robert Sofia, CEO of Snappy Kraken, discusses the digital marketing landscape and best practices for marketing for financial advisors and more.
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
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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.
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.
Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins, Chief Macro Strategist with Tematica Research.
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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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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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.
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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Rob Anson is the CEO of Loop Insights, whose AI-powered platform allows businesses to action their data, providing contactless venue management, retail insights, and personalized marketing services. He comes on The Investment Spotlight Series with Jay Coulter and Chris Versace.
Connect With Loop Insights
Website: https://www.loopinsights.ai
Twitter: https://twitter.com/loopinsights
LinkedIn: https://www.linkedin.com/company/loop-insights
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The investment thesis for China can sometimes be difficult for Financial Advisors to parcel through. Jason Hsu is the Founder and CIO of Rayliant and an expert on issues surrounding investmenting in China.
Follow Jason On Social Media
LinkedIn: https://www.linkedin.com/in/jasonchsu/
Twitter: https://twitter.com/hsu_jason Follow
Raylaint LinkedIn: https://www.linkedin.com/company/rayliantglobaladvisors/
Twitter: https://twitter.com/rayliant
About Jason:
Jason is founder, chairman and CIO of Rayliant Global Advisors (RGA), a global investment management group with more than US$25 billion in assets managed using its strategies, as of Dec 31, 2020. Rayliant applies quantitative methods to access behavioral-based alpha prevalent in inefficient markets like China. Jason also co-founded Research Affiliates, a smart beta and asset allocation leader with over US$145 billion in assets managed using its strategies. Jason sits on the editorial board of the Financial Analysts Journal, the Journal of Investment Management, the Journal of Investment Consulting and the Journal of Index Investing. He is an adjunct professor of finance at UCLA Anderson School of Management, and a visiting professor at Tsinghua University (China), Kyoto University (Japan) and National Chengchi University (Taiwan). Jason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards; one Graham and Dodd Reader’s Choice Award; one Graham and Dodd most prestigious award, three Bernstein Fabozzi/Jacob Levy Awards; and three William F. Sharpe Awards. He also co-invented the Fundamental Index, awarded best index by Global Pensions magazine in 2007, 2008 and 2009. Jason received his Ph.D. in finance from UCLA Anderson School of Management. He received his M.S. from Stanford University and B.S. from the California Institute of Technology.
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In this episode of the Investment Spotlight Series, Juva CEO Doug Chloupek sits down with Chris Versace and Jay Coulter to discuss the opportunities that he sees in the cannabis market and the potential for his company.
Where Juva Trades:
CSE: JUVA
OTC: JUVAF
Company Website: https://juvalife.com
Michael Gayed, the publisher of The Lead-Lag Report, comes on the show to talk about the markets through his Risk On - Risk Off lens.
Manish Khatta, President & CIO of Potomac Fund Management on The Resilient Advisor LIVE @ Lunch.
Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.
Matt Hougan comes on the show to share his thoughts on the state of bitcoin and other cryptocurrency for financial advisors, and digital assets.
Vance Barse has built his firm, Your Dedicated Fiduciary®, from scratch. He is a client-focused financial advisor and he comes on the show to share the story of how he built his business and how he serves his clients.
Tim Meinhardt is an expert on OKRs. In this special episode, Tim and Jay interview each other on the success they have seen with the OKR framework. This episode will also be broadcast on Tim's OKR centered podcast, OKRs Q&A.