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
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Apr 12, 2018
Ellen Rogin, CPA, CFP® comes on this episode of The Resilient Advisor Podcast to discuss how she grew her business through referrals with her philosophy of 'Generosity' as a currency. She is a Financial Advisor, Speaker, Money Expert and NY Times Best Selling Author.  She is a host of Horsesmouth Advisor Radio and she has been regularly quoted in The New York Times, Money,,, The Huffington Post, and US News and World Report.
Connect With Ellen
About Ellen
Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. A top producing financial advisor, Ellen is a nationally-known expert on building wealth. She speaks across the country on creating success and abundance.
Chock full of “left-brain” credentials (MBA, CPA, CERTIFIED FINANCIAL PLANNER™), Ellen also walks on the “right” side, balancing values, big picture ideas, meditation and a sense of humor with all her professional training. She is as comfortable talking about the power of compound interest as she is the power of belief.
Ellen and her work have been quoted in such national publications as The New York Times, Money,,, The Huffington Post, and US News and World Report.
Ellen is a regular contributor to Horsesmouth® and a host of Horsesmouth Advisor Radio.
Ellen is founder and president of Strategic Financial Designs Inc., a wealth management firm in Northfield IL, and serves on the Board of Directors for Metropolitan Capital Bank in Chicago and The Ghana Scholarship Fund.
Mar 19, 2018
Brett Danko is an industry veteran who has seen it all.  He comes on the podcast to discuss why a financial advisor should NOT go out on their own.  He has seen the bad outcomes, as well as the good. His insights should be informative to anyone considering a move. His deep experience training thousands of CFP® professionals (myself included!) and running is own national RIA allows him to provide a robust 360 degree view. 
Connect With Brett
LinkedIn: Link
Main Street Financial Solutions:
Twitter: @BrettDankoCFP
About Brett


Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC(link is external), where he manages and advises his own clients.

Brett’s advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.


A dynamic speaker and entertaining teacher(link is external), his insights and instruction will be your best preparation for taking the CFP Board Exam. If you already have your CFP certification, he provides the kind of real world support you need through his online Continuing Education and fosters your knowledge to help drive your business to the next level.


Not only is his instruction and feedback informative and noteworthy, Brett is also easily accessible to his students. By signing up for his classes or audio updates, you will have his cell phone number and his e-mail address, giving you the individual feedback you need to better your career and your business.

Brett's live courses include -

  • Brett Danko as your personal instructor
  • Course material updated for every cycle of the exam. This is not true for some competitors who print in bulk use the material over a series of exams.
  • Pricing is inclusive of all materials. If you do need to retake the review course we charge you only our cost – no profit.
  • For students who do not pass the CFP Board Exam, Brett personally follows up with a review of the results and an individualized strategy for next steps.

If you want the best instruction from the best teacher and the support and guidance you need to make your career the best it can be, partner with Brett Danko today.


Mar 12, 2018
Mark Parrott is the author of Meta-Trends And The Next Economy and a financial advisor with a very unique and insightful approach to the business, the economy and adding value to small business owners. Mark and Jay Coulter discuss:
  • The value of created Intellectual Property in your practice.
  • How the Certified M&A Advisor designation changed his value proposition to clients and prospects. 
  • The Alliance of Certified M&A Advisors.
  • How Financial Advisors can add 'Extreme Valuation' to their practice.
  • How to target small businesses with $5-20 million dollars in revenue with a unique approach that gets results.
  • How to build a countercyclical revenue stream in your practice. 
Connect With Mark
Twitter: @meta_trends
LinkedIn: @businessownercoach
About Mark (From his website)
Mark C. Parrott is a wealth manager and financial advisor specializing in helping business owners and families prepare for and enjoy their retirement.

A 24-year financial-services industry veteran, Mark is a retirement-planning expert with extensive experience in investment-portfolio design, wealth-distribution strategies, income- and estate-tax planning, and mergers and acquisitions. Mark joined Creative Retirement Planning, Inc., in 1996, after spending te early part of his career at Merrill Lynch. Today he is instrumental in serving clients across the country.

Mark earned a Baccalaurate Degree in Finance in 1989 at State University of New York New Paltz.  He also has a certificate in Investment Decisions in Behavioral Finance from the Harvard Kennedy School of Government and became a Certified Mergers-and-Acquisitions Advisor at DePaul University.


Feb 22, 2018

Christopher Music came on the podcast to discuss his work through The Econologics Institute and how he serves private practice professionals through his RIA. Any financial advisor who wants to take their business to the next level will find valuable ideas and strategies in this wide-ranging interview. 

  • Econologics and the Econologics Institute

  • What is a Private Practice Millionaire?

  • The 3 Roles of a true business owner:

    • Technician - Be good at what you do

    • Executive - Managing people with a common purpose

    • Owner - Own your economic well being

  • Maxims of a Private Practice Millionaire

Feb 14, 2018

J.R. Rieger is the Global Head of Fixed Income Indices at S&P Dow Jones Indices. He joins me on the podcast to discuss:


  • Active vs Passive fixed income challenges and opportunities

  • Fixed maturity date ETF's

  • Munis vs Corporates in a rising interest rate environment

  • Individual bonds vs Mutual Funds vs ETFs

Feb 7, 2018

Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice and accounting firms. There are 50 potential buyers for every seller in the market. Phil and Jay Coulter discuss current M&A trends that you need to know if you are considering a transaction this year.

Jan 25, 2018
Julie Littlechild is a client engagement expert and industry thought leader. On this episode of The Resilient Advisor Podcast, Jay Coulter interviews Julie to get her thoughts on how financial advisors can increase their client engagement in this environment. 
  • How financial advisors should change their approach to engage with clients.
  • Research shows that clients are satisfied. Why should advisors change?
  • What fundamental change needs to happen today?
  • What trends are driving engagement now?
Connect With Julie
Twitter: @jlittlechild
About 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.
Jan 17, 2018
What We Discuss:
  • What exactly are Alexa 'Skills.' 
  • How financial advisors can use the platform to stay connected with clients and prospects.
  • Privacy & security issues with Amazon and Alexa.
  • 63% of households are Amazon Prime members. It is a market that presents a 'first mover' advantage for financial advisors.
  • FP Pad Skill:
  • Subscribe to Bill's newsletter to learn how to build your own Alexa Skill: 
Connect With Bill
Echo Flash Briefing:
LinkedIn: @billwinterberg
Twitter: @billwinterberg
About Bill (From his website)

Bill Winterberg is founder and president of and is a respected personality in the financial planning industry. Bill is probably the only fintech vlogger in the United States (see the YouTube channel) and is widely recognized as an independent authority on the subject of technology in financial services.

Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a Registered Investment Adviser.

In 2014, Bill was recognized as a 40 Under 40 Honoree by InvestmentNews. He was also named to the 2013 IA 25 list of the most influential people in the financial services profession by Investment Advisor Magazine.

Bill is the host of FPPad Bits and Bytes, a weekly video broadcast covering technology news and information for financial professionals. He is a sought after keynote speaker who provides an objective and unbiased perspective of technology trends in the industry. Bill provides technology commentary for the Journal of Financial Planning and was the monthly technology columnist for Morningstar Advisor.

Prior to entering the financial services industry, Bill was an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys.

Bill lives in Atlanta, GA with his wife and seven-year old son.

Jan 10, 2018
On this episode of The Resilient Advisor Podcast, Dr. Wade Pfau and Jay Coulter discuss managing sequence of returns risk in retirement planning. Last spring Dr. Pfau had an article published on titled ”4 Approaches To Managing Sequence of Returns Risk In Retirement.” It is a very popular post on the site. We examine each approach from the financial advisor's perspective.
1. Spend Conservatively 
     -> Is the 4% number correct in this low interest rate environment? 
2. Maintain Flexible Spending
3. Reduce Volatility (When it matters the most)
    -> Reducing Retirement Risk with a Rising Equity Glide Path with Michael Kitces in the Journal of Financial Planning (Link)
4. Buffer Assets
     -> Interview with Jamie Hopkins on Home Equity
     -> Bucket Strategies vs Buffer Assets 
We discuss Dr. Phau's involvement with inStream (
Dec 26, 2017
Duncan MacPherson of Pareto Systems joins Jay Coulter for this episode of The Resilient Advisor Podcast. Duncan is one of the industries top thought leaders in the areas of practice management and business development. He is a well-known industry keynote speaker and the author of several books including his most recent titled 'The Advisors Playbook'.
What We Discuss:
Duncan's Framework For Building A Critical Path To Franchise Readiness:
   1. Why: Demography and Commoditization 
   2. Who: Demographics, Proteges and The Remnant 
   3. How: The 6 Month Process For 'Re-framing.' 
Cracking The Code:
   1. Wealth Management Process
   2. Practice Management Process
   3. Relationship Management Process
The Advisor Fit Process: How to make sure an acquisition/merger target is the right fit for your business.
The Rule of Three: Anything that you do 3 or more times that has 3 or more steps needs to be systematized. 
The Complete Family Office (CFO) Model: How to build a Relationship Mangement Branding Strategy.
Duncan's popular LinkedIn post on becoming 'Franchise Ready': Link
Connect With Duncan:
Websites: and
Dec 19, 2017
Dr. Jack Singer joins Jay Coulter on The Resilient Advisor Podcast to discuss two issues that hold many financial advisors back: Stress & The Impostor Syndrome. We also dive into 'Learned Optimism' and how it impact financial advisors.
Connect With Dr. Jack
Facebook: @DrJackTheFunSpeaker
Twitter: @drjacksinger
About Dr. Jack Singer (From his website)

I am a nationally-renowned psychologist, professional Keynote speaker, author, trainer, mentor and consultant to financial advisor organizations I enjoy utilizing cutting-edge research in the fields of Positive Psychology, Resiliency, and Neuroplasticity, combined with humor and audience engagement to deliver results-driven inspiration and techniques to ensure that all finance professionals and audience members leave your event energized, entertained, educated, and alive with new career possibilities.

Dec 11, 2017
The DiSC assessment is a powerful tool for both enhancing your sales skills and building your team. Nicole Jansen comes on the podcast to share her experience working with financial advisors on how to best leverage DiSC in their business. She is a Certified Human Behavior Specialist with over 27 years of industry experience. Nicole is also the host of The Leaders Of Transformation Podcast which has been downloaded in over 100 countries. 
Connect With Nicole

LinkedIn:  @nicolejansen

Facebook: @DiscoverTheEdge  

Twitter:  @DiscoverTheEdge

Instagram: @nicolejanseninc


About Nicole

There are few people who can captivate both a small group of 5 and inspire a large group of 3000 with a message that touches them all deeply.


As a business owner and entrepreneur for over 25+ years Nicole Jansen has helped thousands of individuals and organizations earn millions of dollars while fulfilling their mission in life. Her deep passion for helping people discover their greatness and live life at the next level is what has made her one of the most in-demand speakers and coaches in her region.


Her message is one of inspiration, focus, and relentless commitment to being the best you can be; that the road to success is paved with conscious awareness, inspired action, and serving others in a positive way.


Nicole is passionate about empowering people with proven business development skills as well as the necessary personal development insights to master “the little voice in their head” and create the life they want.  It is this combination of personal and business mastery that has earned Nicole the reputation of getting incredible results from her clients and audiences in such a short period of time. Very few understand how to blend these skills together to create the magic that she creates for others.

She is a certified Human Behavior Specialist through Personality Insights, a certified Strategic Intervention Coach through Robbins-Madanes Training, and has been personally trained and mentored by some of the top business, sales and leadership experts in the world.


She has coached and trained thousands of people to play to their strengths and do what they love, while achieving greater results in the areas of sales, team performance, profitability, career and business development, including clients who have:

> Increased sales 150% in 4 weeks
> Doubled revenue year over year
> Increased profitability 2.5 times in 2 months
> Increased team sales activity over 500% in one week

…all within the context of fulfilling a greater mission, serving their market in a positive way, and building a more empowering work environment for their team.


Nicole is an incredible teacher, trainer and coach because her first love is that of learning herself and then teaching those lessons to others.


She continues to act as a volunteer coach, leadership advisor and trainer for various charitable organizations. Nicole enjoys meeting new people, traveling and expanding her vision, as well as surrounding herself with inspirational leaders who are using their strengths to positively impact people around the world.

She is blessed with a loving family and friends, and spends her spare time enjoying their company, reading, jogging, or walking the beaches of sunny California while contemplating how to empower and inspire more people to live their purpose.

Dec 6, 2017

As a financial advisor, the student loan problem is a major issue when building financial plans. On this episode of The Resilient Advisor Podcast, Joseph Reinke, CFA of FitBUX shares his thoughts on solutions to this issue.

Connect With Joseph


Twitter: @Fitbuxofficial
Facebook: @Fitbuxofficial
About Joseph
Joseph Reinke is the CEO and founder of Fitbux, Inc. FitBUX is introducing innovative finance products and technology to the student lending industry. Joe has been in the finance industry for over a decade and is a CFA Charterholder. He has hosted numerous live chats about student loans with SPTs across the country, presented at the California Student Conclave, appeared on podcasts, and written numerous financial blogs.
Tags: Jay Coulter, The Resilient Advisor, The Resilient Retirement
Nov 29, 2017
Professor Jamie Hopkins comes on The Resilient Advisor Podcast with Jay Coulter to discuss how sophisticated financial advisors are using home equity as a tool in retirement plans. Jamie has been feature on Consuelo Mack’s PBS show WealthTrack (Link), Forbes (Link) and MarketWatch. 
Reverse mortgages are not what they used to be. This episode will be very informative for any financial advisor or financial planner who is stuck in the dogma that the industry has around these tools. You owe it to your clients to understand how these work and how they can help your clients have better outcomes in retirement.
Connect With Jamie
Twitter: @retirementrisks
About Jamie (From The American College Website)

Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®, is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The College. Teaching courses in retirement, estate planning, and life insurance, he has educated thousands of financial services professionals and continues to move the needle for retirement income planning.


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®).

Nov 16, 2017
Will Rhind, the CEO and Found of GranitesShares joins Jay Coulter on this episode of The Resilient Advisor Podcast to discuss portfolio construction with broad-based commodity ETFs and gold ETFs. 
What We Discuss:
Does it make sense to use the ETF structure for commodity structure?
The Bloomberg Commodity Index vs the GSCI Index.
The implications of the recent energy drawdown.
Mean Reversion implications for index investors.
Gold ETF's as a part of a diversified portfolio.
BAR ETF as a unique gold ETF. (It is not leased out by prospectus) 
Connect With Will:
About Will (From His Website)

In 2016, Will Rhind challenged himself to find a way to do things differently. As a 16-year veteran of the ETF industry with experience working at, building and running, well-established successful ETF businesses, he made a keen observation: investing just isn’t as exciting as it once was.


Will asked himself is how do you bring back that excitement? As an experienced entrepreneur, he decided to answer that question by launching his own ETF company - GraniteShares was born.


Will’s focus on disrupting the financial industry has taken GraniteShares from an idea to a successful start-up garnering the attention of Bain Capital and other well-known ETF investors who support his passion to create products that will change the way people see investing.


Will spends his time outside of GraniteShares with his wife and three children. He’s on the Board of Directors of the Bath University Foundation, has a passion for classic cars, Manchester United, and travel – especially back to his roots in Aberdeen, Scotland, “The Granite City”.

Tags: Jay Coulter, Resilient Advisor, The Resilient Advisor, Portfolio Construction

Nov 8, 2017

On this podcast, Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility and how to position gold in a portfolio.  

Tags: The Resilient Advisor, Resilient Advisor, Jay Coulter

Nov 3, 2017
This week Morgan Stanley is exiting the Recruiting Protocol. While the implications are not exactly clear at this time, Attorney Joel Beck discusses what we know at this time. 
Connect With Joel

   Phone: (678) 783-3692 Office




Oct 23, 2017
On this episode I interview Dan Sondelm, CEO of Sondhelm Partners. He as 20 years of experience building brands in the financial services industry.
How do you establish yourself as a 'Thought Leader?'
1. Define your message and be a part of the conversation
2. Produce Content: Blog, Podcast, YouTube
3. Repurpose Content (Social Media)


Idea: Have you googled yourself? It's important!


Why social media is important for financial advisors.

1. Your competition is there.

2. Your clients are there.

3. Serious prospects are there.


Idea: Think of 'social media' as just an extension of digital media.


The Donald Trump lesson: What happened to Dan after Donald Trump retweeted his tweet!


     Article: What Financial Advisors Can Learn From Donald Trump


     Dan's blog post on his viral article: Link



Idea: Follow influencers across all social media platforms.


Idea: Leverage technology




What does it look like when an advisor hires a public relations firm? 



Connect With Dan



Twitter: @DanSondhelm
LinkedIn: @DanSondhelm
Facebook: @sondhelmparters
About Dan (From his website)


Dan Sondhelm is the CEO of Sondhelm Partners, a firm designed to help financial companies attract investors, strengthen distribution and build brands.

Dan is a nationally recognized financial communications expert. For more than 20 years, Dan has helped financial clients grow by providing guidance and perspective. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.

Dan was also nominated by MutualFundWire in 2009 as one of the Most Influential People in Fund Distribution for his guidance and perspective in helping companies grow. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.

Prior to establishing Sondhelm Partners, Dan was a senior partner and senior vice president at SunStar Strategic for more than 20 years. In this role, he was instrumental in helping boutique and larger firms develop strong distribution and marketing programs. Dan earned an MBA from the Kogod College of Business Administration at American University in Washington, DC. He lives in Alexandria, VA with his wife Jenna, twin children Madeleine and Gabriel, and cat Remy.

Sep 21, 2017
My guest on this episode is Russ Rausch of Vision Pursue. Russ and his team consult with professional athletes, coaches and corporate organization.  He teaches his clients how to improve performance by changing the way they think. 
What We Discuss:
We all carry an 8-1 'Negativity Ratio' with our thoughts. This impacts performance. 
How to train your brain to influence your thoughts via an understanding of the chemical reaction in your brain.
The Four Elements
   1. Expectations, Judgement and Control
   2. Emotions
   3. Identity & Purpose
   4. Mindfulness & Meditation
The Visions Pursue SEE Model
How Phil Jackson, John Wooden and Nick Saban focus on the PROCESS, not the RESULT. 
Learn More About Vision Pursue's Training & App:
About Russ Rausch
Russ is an executive with over 16 years of C-Level experience with companies in the hedge fund and technology sectors. Before VP, Russ was the COO of the hedge fund Emil van Essen in Chicago. He was also part of the executive team that took the trading software firm, Trading Technologies, Inc. (TT), from a 20-person startup to a successful 650-person global company as CFO, Head of Global Support, and EVP of Global Buyside Sales.
Sep 13, 2017

 What we discuss:


Gallup Strengths Finder:

Kolbe A Assessment: 


Kristin's New Course: 8 Weeks To Elevate Your Practice:


Watch The Video About Her Course: Link



Connect with Kristin:




Social Media


Facebook: @andreegroup

Twitter: @andreegroup

Instagram: @andreegroup

LinkedIn: @kristinandree

Aug 27, 2017
Partnering with the right wholesaler can bring tremendous value to an advisory practice. Industry veteran Rob Shore of Wholesaler Masterminds® comes on the podcast to discuss how a financial advisor can determine if they have established a truly impactful partnership with their key wholesalers.
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
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 comes on the podcast to share some of his expertise on this important topic.
Connect with Aaron
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:

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