Celeste is an international consultant and co-founder of The Green Zone Culture Group. She has taught communications in the Executive MBA program at the Wharton School of Business for more than 15 years. She has worked with NASA, Chevron, The United Nations, the National Institutes of Health and the National Cancer Institute.
Connect With Celeste:
Bill Cates is widely recognized as one of the foremost experts in the art and science of acquiring new clients through referrals and personal introductions.
He is president of Referral Coach International. Bill is also a bestselling author. His third and latest book, Beyond Referrals, lays out the steps to converting referrals to what he calls “Engaged Introductions” and, ultimately, new clients.
Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller 'The Laws of Wealth' and is the host of the popular Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer.
Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News.
Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.
David Snider is the Founder & CEO of Harness Wealth, a financial technology company with a mission of helping people reach their best financial future. The business provides a unified data platform for people to identify opportunity, optimize their wealth and connect with a highly curated set of top advisors across financial, tax and legal. David incubated Harness Wealth as an executive-in-residence at Bain Capital Ventures. Previously he served as COO & CFO of Compass, a real estate tech company that he helped grow from pre-launch to a valuation of $1.8 billion. David was an investor at Bain Capital private equity, where he completed investments worth over $2 billion as well as the IPO of Sensata on the NYSE. He is the author of Money Makers: Inside the New World of Finance and Business published by Macmillan. David received an M.B.A. from Harvard Business School and a B.A. from Duke University.
On this episode, Aaron Klein and I discuss the application of behavioral science in our industry. Aaron is the CEO of industry-leading fintech company Riskalyze. He also shares his thoughts on recent developments in the fintech space.
Aaron produces the Fintech Report Card on wealthmanagement.com each month.
Connect With Aaron
Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility.
On this episode of The Resilient Advisor podcast, Jay Coulter interviews Eric Ervin who is the CEO of Blockforce Capital. We discuss the blockchain inefficiencies, cryptocurrency, Bitcoin ETFs and "Alpha Donors."
Mike Kerins, CFA, FRM | Founder and Chief Executive Officer
Mike Kerins is the founder and CEO of RobustWealth, a B2B digital wealth management platform headquartered in Lambertville, NJ. Prior to RobustWealth, Mike spent eight years at Franklin Templeton, where he managed an investment team overseeing a global portfolio of assets equaling $40 billion. He also served as head of asset class research and has expertise spanning strategic and tactical asset allocation, portfolio construction, target date strategies and liquid alternatives. Mike is a CFA charter holder as well as a certified Financial Risk Manager. He holds a B.S. in Chemical Engineering and a B.S. in Finance from the University of Colorado and also has a certificate in Computational Finance from the University of Washington. He lives with his wife and three children in Lambertville, NJ.
RobustWealth social media channels:
Connect With Julie
Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future.
Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years. Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released in January, 2017.
Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.
Daniel oversees $20 billion dollars in equity portfolios as a Senior Portfolio Manager at Federated Investors.
He is the author of 3 books on investing: The Strategic Dividend Investor, The Dividend Imperative and his newly released book Getting Back to Business.
Daniel also holds a Ph.D and has earned the CFA designation.
This series brings listeners thought leaders who share timely insights on today markets.
On this episode of The Resilient Advisor Podcast, I am joined by Ed O'Brien who is the CEO of eMoney Advisor. He shares his thoughts on what The Future of the Financial Advisor looks like. His firm is releasing a report on the "Flux-Gen Advisor" in the 4th quarter that you will want to get your hands on when it is released.
How could Artificial Intelligence play into the advisor-client relationship?
Trends in the planning-focused community as it relates to preparing for volatility and the next bear market?
What the role of the financial advisor looks like in 2028.
The integration of eMoney with portfolio management systems such as Black Diamond and Orion.
potential consolidation coming in fintech and what would that look like for the advisor and client?
What he would you say to clients who may still feel as though a pure investment advisory relationship is sufficient for their family.
Follow eMoney Advisor on Twitter: https://twitter.com/eMoneyAdvisor
eMoney Conference Information: https://info.emoneyadvisor.com/summit-2018
On this short episode of The Resilient Advisor Podcast, I outline the implications of the GICS Reclassification for financial advisors.
Advisors who use sector index and index products developed by Standard and Poor’s and MSCI are going to be affected by this change.
These changes will have an impact on about 40% of the S&P 500’s entire market capitalization. It will impact roughly $17.6 trillion in market capitalization.
This includes 10% of the S&P 500 Index market cap,
100% of the telecommunications services sector,
22% of the consumer discretionary sector and
21% of the sector technology sector.
These revisions were announced in January and were implemented at the close of business on Sept. 28, 2018,
Note, The MSCI Equity Indexes will reflect these changes as part of its semi-annual index review in November 2018.
For some historical context, The existing classification system, which was developed in 1999. This change was overdue as they reflect the natural evolution of these sectors and underlying companies.
If you find yourself needing to explain the changes to a client, simply point out that ‘The continued integration of media and internet and telecommunications, has led to clear industry consolidation through mergers and acquisitions.”
HERE IS WHAT YOU NEED TO KNOW - Directly from Dividend.com’ report on the changes:
Under the proposed changes, the telecommunications sector will be renamed communications services – a more inclusive banner that accounts for content developers and other media. The new sector will include existing telecommunications companies as well as enterprises from the media industry group, which currently falls under the consumer discretionary sector. This category will also include companies from the internet and direct marketing retail sub-industry along with some big companies currently classified in the information technology sector, including Alphabet Inc. (GOOG ) and Facebook Inc (FB ).
The internet and direct marketing retail sub-industry, which is currently listed under consumer discretionary, will be updated to include all online marketplaces and e-commerce companies. Companies such as Alibaba Group (BABA ) and eBay Inc. (EBAY ) will fall under this category.
Finally, the information technology sector will undergo a major overhaul with the internet software and services industry being renamed internet services and infrastructure. Companies such as Shopify Inc. will be impacted. Cloud computing companies currently classified under internet software and services will receive a new category called application software. As a result, the internet software and services industry and sub-industry will be discontinued.
My friend Brandon Hatton of The Hatton Group at Raymond James in Atlanta sent over a detailed report produced by Blackrock on these changes. I recommend connecting with your Blackrock rep and getting a copy if you need more details on these changes. Here are their Key Investor Implications:
Direct Impact: Investors who own funds that follow, or are benchmarked to, indexes that follow GICS.
Secondary Impact: Sector rotation, diversification and hedging models that adopt sector constraints.
Tertiary Impact: Active managers whose investment process monitors sector fundamentals, factors, and trends.
Lastly, if you are a dividend investor, the telecommunications sector provided yields north of 5%. The new communications services sector will yield an average of less than 2%
I hope that this podcast was useful as you look at your 4th quarter allocations and start planning for 2019.
Connect With Ivan
Personal LinkedIn: https://www.linkedin.com/in/ivanbarretto30/
1. Why cryptocurrencies are revolutionary?
2. What is tokenization?
3. Why do assets need to be tokenized?
4. What is the legal landscape of tokenization?
5. How does Fungible works?
6. What is the most exciting part of Tokenization?
Matt got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list.
Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence.
Matt’s first book “The Social Media Handbook for Financial Advisors” available on Amazon was a big hit. He’s been leading the social wave in financial services for years – teaching top advisors how to be human in an oftentimes inhuman industry. His second book “99 best ideas”, was an Amazon bestseller and is filled with marketing ideas.
In his list of accomplishments, Matt has served in the Navy, is a trained therapist, been a radio host, and worked as a financial professional too. Matt’s breadth of hands on experience positions him superbly to help financial professionals build the marketing side of their practices. He’s been there, done that and has the T-Shirt.
Matt is married with two twin teenage boys. They are avid swimmers. Oh, and Matt’s dogs are a big ole St. Bernard and a rescue pitbull mix named Luke (after the Jedi).
Mark Yusko is the CEO and CIO of Morgan Creek Capital Management. He is quickly becoming a thought leader on Blockchain and all its applications.
In this interview we discuss:
How ICO's work.
Security Tokens 101.
Moving from the analog age into the digital age.
Tokenizing the real assets.
14-year technology cycles.
Implications to the financial advisory business.
How Blockchain will actually create new jobs.
Why the Blockchain ETF's may not provide the exposure you are looking for today.
Why owning the companies that support Blockchain makes sense.
Connect With Mark
About Mark (From his website)
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of the Investment Committee of the Morgan Creek Foundation.
AdvicePeriod Twitter: https://twitter.com/adviceperiod
Larry Miles is a Principal at AdvicePeriod, a firm whose mission is to reinvent wealth management. His primary focus is providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence.
Over a nearly two decade career, Larry has developed a wealth of leadership and business development experience across national market management, coaching, and professional growth. His teams have won “#1 Best Place to Work in Los Angeles” two different years at two different companies—the only leader to ever accomplish this. Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as an executive of a large independent RIA, where he facilitated a successful sale of that business to City National Bank.
Larry earned a BA from Amherst College, a Master of Science from the London School of Economics, and is a member of Young Presidents Organization. He was named to InvestmentNews' 40 Under 40 list last year, and is authoring a book on how to build the professional service firm of the future, due out later this year.
Professor Hopkins is recognized as one of the leading retirement planning experts in the United States and, in 2015, was selected by InvestmentNews for its list of the top 40 financial services professionals under the age of 40. Professor Hopkins has also contributed numerous articles for periodicals including Villanova Law Review, Nebraska Law Review, and Hastings Science & Technology Law Journal, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association.
Professor Hopkins received his Bachelor of Arts degree in political science at Davidson College. He then attended Villanova University School of Law, where he obtained his JD and graduated with honors. He later received his MBA from the Villanova University School of Business. Professor Hopkins also holds an LLM from Temple University and two financial planning designations from The American College: the Chartered Life Underwriter® (CLU®) and Retirement Certified Professional® (RICP®).