Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund.
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.
Michael Gayed (The Lead-Lag Report) talks with Jay Coulter of The Resilient Advisor about the markets through his Risk On - Risk Off lens.
Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. Hawkins, of Tematica Research, talks Gamestop and Pipeline stocks, and economic the economic bright spot for homebuilders.
Matt Halloran of Proud Mouth is an expert at helping professionals build their influence in a systematic way. He is a well-known podcaster himself and will share his insights on how to build your influence quickly. Halloran talks with The Resilient Advisor about podcast tactics, niche focus marketing, and offers nuggets of wisdom for success. David Pulcini also guests to talk about SixPoint Financial Partners and his experience with Matt Halloran and Proud Mouth.
The SEC has released new rules around advisor advertising. Chris Winn joins Jay Coulter to discuss how advisors should look at these new regulations through a compliance lens.
Lenore Hawkins joins Jay Coulter on the show from Italy where she gives her take on the macroeconomic implications as we head into 2021. She provides a boots-on-the-ground analysis of life in Italy today.