Shows
Resilient AdvisorCreating a Standout Culture with Darci SmithIn today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborative book “Beyond the Broker: Navigating Financial Independence in Wealth Management.” Whether you're a solo advisor or leading a multi-billion-dollar RIA, this conversation delivers practical strategies for building a culture that endures. Grab the book: Beyond the Broker on Amazon - Link ...2025-05-0527 minResilient AdvisorHow Financial Advisors Can Increase Referrals with Matt HalloranIn this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various practical approaches, from using social media to emotional storytelling, to boost referral rates. Matt also highlights his book 'Shut the F Up and Listen,' which explores different types of listening and his personal experiences with mental health challenges. Additionally, learn about ProudMouth's new PodRocket Influence...2025-04-0235 minResilient AdvisorRevisiting Dual Momentum Investing with Gary AntonacciWith the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in the 1930s and its evolution despite the efficient market hypothesis. Discover why momentum delivers interesting risk-adjusted returns, how it blends trend following and fundamental analysis, and Gary’s groundbreaking dual momentum strategy—combining absolute momentum (is an asset trending up?) and r...2025-03-2523 minResilient AdvisorYou Weren't Supposed To See That with Josh BrownIn this episode of The Resilient Advisor Show, Jay Coulter sits down with Ritholtz Wealth CEO and CNBC contributor Josh Brown. They explore key topics from Josh's new book, 'You Weren't Supposed to See That'. Josh delves into the legacy of legendary trader Jesse Livermore, discussing how his trading style and insights into behavioral finance remain relevant today. They also unpack the power of optimism in investing, even in the face of market volatility and sensational headlines. The conversation continues with Josh’s thoughts on building a sustainable advisory business, embracing the power of experience and networking at...2024-11-0141 minResilient AdvisorThe Soul of Wealth with Dr. Daniel CrosbyIn this episode of The Resilient Advisor Show, Jay Coulter interviews Dr. Daniel Crosby, the Chief Behavioral Officer at Orion, discussing a wide array of topics from health to financial wisdom and his latest book, The Soul of Wealth. Dr. Crosby begins by sharing his health journey, which began as a support effort for a friend and evolved into a structured plan focused on mindfulness and protein intake. This journey helped him realize the impact of mindful eating and the pitfalls of mindless snacking. Dr. Crosby explores themes from The Soul of Wealth, emphasizing how wealth can pr...2024-10-2737 minResilient AdvisorJB O'Banion of Titleist Asset Management on RIA StoriesThis episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors true freedom and independence. They provide advisors access to top-tier clearing and custody, industry-leading technology and access to a team of investment professionals who specialize in securities analysis and portfolio management. Their business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. This is part of the RIA Stories series on the Resilient Advisor Podcast with Jay Coulter...2024-07-0128 minResilient AdvisorShannon Spotswood of RFG Advisory on RIA StoriesAdvisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Download the Resilient Advisor RIA Due Diligence Guide: http://riastories.com 2024-06-201h 07Resilient AdvisorAnimal Farm and Your CareerGeorge Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business? This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/animal-farm-your-career-jay-coulter-cfp-cima--mmbce/2024-06-0105 minResilient AdvisorRob Sandrew of Integrated Partners on RIA StoriesSince 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Rob Sandrew joins Jay Coulter on this episode of RIA Stories to share the opportunities available at his firm. Learn More: https://integrated-partners.com2024-05-251h 08Resilient AdvisorRitik Malhotra of Savvy Wealth on RIA StoriesSavvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast. Learn more about Savvy Wealth: https://www.savvywealth.com2024-05-1752 minResilient AdvisorJason Gordo of Modern Wealth on RIA StoriesOn this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting. Learn more about Modern Wealth: https://www.modwm.com Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories2024-04-2542 minResilient AdvisorMastering Vision and Culture for an Advisor Transformation with Shawn SparksAn advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life. Shawn has written a new book called The Advisor Transformation and in this episode we are going to learn his approach to creating an impactful vision for your business, optimizing operations and building a culture that sets you up for success Shawn Sparks is the Co-Founder of Tr...2024-03-2156 minResilient AdvisorModern Business Development Strategies with Kristin AndreeIn this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing, client engagement, and client retention. Kristin also introduces the Advisor Academy, a program that helps financial advisors develop their business strategies. The key takeaway is to know your target market, find your unique value proposition, and engage and retain your clients through strategic and personalized approaches. Learn...2024-03-1422 minResilient AdvisorIdeas on Change, Service and AIOn this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.2024-03-0707 minResilient AdvisorGrowing A Platform For Financial Planners | An Interview with Michael Kitces & Alan MooreJay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a robust launching platform for serious financial planners eager to grow their businesses and charts the growth and trends they're observing within their network. Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/fina...2023-10-0920 minResilient AdvisorHow To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinderIn this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three major benefits of leveraging these tools include providing consistent advice, marketing and client engagement and systematizing your client communication. For this episode, Jay Coulter interviews Michael Lecours who is a Financial Advisor and Co-founder of fpPathfinder, a company he started with Michael Kitces. Learn more about fpPathfinder by visiting https://www.fppathfinder.com. THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: Without simple systems, your business will always be in a state of chaos…af...2023-02-1025 minResilient AdvisorHow Can Financial Advisors Better Communicate with Clients?How can Financial Advisors better communicate with clients? The team at YCharts recently conducted a survey that yielded some very interesting results. Connor Kitko joins Jay Coulter for this episode of Resilient Advisor to share their findings. Download a copy of the report by visiting go.ycharts.com/clientcomms. Sponsored by The Independence Incubator and Resilient Advisor Coaching Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.li...2023-01-3121 minResilient AdvisorHow To Launch Your Own ETF with Wes Gray of Alpha ArchitectHow do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these questions. If you have ever considered launch an ETF, this is the show for you! SHOW SPONSOR: The Independence Incubator from Resilient Advisor. Discrete and proven guidance to finding independence. Learn more: https://www.independenceincubator.com Connect with Wes Gray and Alpha Architect:2022-12-0230 minResilient AdvisorFind Your Freedom with Jamie HopkinsJamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching. SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com ++ Grab a copy of Jamie's new book here: https://www.amazon...2022-11-2221 minResilient AdvisorThe Most Interesting Advisor in the WorldSome Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, he share is approach to marketing, planning and living life to the fullest. SHOW SPONSOR: The Independence Incubator from Resilient Advisor. A customized approach for advisors transitioning to independence. Learn more: https://www.independenceincubator.com2022-10-2420 minResilient AdvisorThe Common Denominator of SuccessIn 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called ‘The Common Denominator of Success.’ Though it was written for life insurance professionals of an age gone by, its message is equally well suited to anyone who seeks success today. In a world where selfies with Lambos and exotic trips to the Mediterranean are thought of as inspiration material.... Jay Coulter thought re-producing this speech, with updates for today’s world, may be inspirational for someone struggling to get a foothold in their career. He is not...2022-10-1813 minResilient AdvisorDelivering Tax Alpha with Todd Mackay of AvantaxHow can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility. Learn More about Avantax Wealth Management: Website: https://www.avantax.com/for-your-wealth-planning/wealth-management LinkedIn: https://www.linkedin.com/company/avantax-wealth-management Twitter: https://twitter.com/Avantax_Wealth Connect with Todd: LinkedIn: https://www.linkedin.com/in/todd-mackay-b1318b Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV...2022-08-1719 minResilient AdvisorThe Future of WealthTech with Dr. Vinay NairDr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech. About Vinay: Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business schools, has a portfolio of venture investments and has started several companies in financial services. As a former finance faculty member at Wharton, with teaching experience at schools such as MIT and Columbia, he focuses on venture capital, private...2022-08-1021 minResilient AdvisorFinancial Psychology Conversations with Dr. Preston CherryDr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology. This show is sponsored by SHIFT: https://humanfirst.live Books Mentioned: CFP Board's Book on The Psychology of Financial Planning: https://www.cfp.net/news/2022/04/cfp-board-releases-six-part-book-on-psychology-of-financial-planning Daniel Crosby: The Behavioral Investor David Portnoy: The Geometry of Wealth Follow Dr. Cherry Twitter: https://twitter.com/DrPrestonCherry YouTube: https://www.youtube.com/channel/UCe7Ugqr6zgJMEfPXQ5_L-kQ Website: https://www.concurrentfp.com Follow Financial Advisor TV™ on So...2022-07-2522 minResilient AdvisorLeveraging Voice To Engage Clients and Build Trust with Emily BinderFinancial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.2022-06-2825 minResilient AdvisorCrypto Office Hours with Tyrone Ross & Jay CoulterIf there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto space today.2022-06-2332 minResilient AdvisoriUSA: The Amberwave Invest USA JSG ETF Story with Dan KatziUSA is organized around the concept of jobs, security and growth or said better, JSG investing. Jay Coulter interviews Dan Katz for this episode of ETF Stories from Resilient Advisor. View past episodes of ETF Stories: https://www.etfstories.com Connect with JSG: Fund Website: https://www.jsgfunds.com Advisor Website: https://www.amberwavepartners.com Twitter: https://www.twitter.com/amberwave LinkedIn: https://www.linkedin.com/company/amberwave-partners Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Tw...2022-03-2112 minResilient AdvisorHow To Successfully Run A Virtual Practice with Derek NotmanDerek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics. Derek's experience producing the Rethink Podcast with Adam Holt : https://www.asset-map.com/rethinkfinancialadvisorpodcast Building a virtual practice at Intrepid Wealth Partners: https://www.intrepidwealthpartners.com How he leverages Asset-Map and Altruist for a robust virtual experience. How advisors can learn about building a...2022-03-1414 minResilient AdvisorFebruary Blockchain Report with Dan WeiskopfDan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the February 2022 Blockchain Report. THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: http://www.resilientadvisor.com Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow Dan Weiskopf on Social: Twitter: https://twitter.com/ETFProfessor LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/ Follow Financial Advisor TV™ on So...2022-03-0915 minResilient AdvisorEMFQ: The Emerging Markets FinTech ETF on ETF StoriesCould the FinTech market be a major driver of Emerging Markets? How could investors allocate to this sector? Jane Edmondson of EQM Indexes comes on ETF Stories with Jay Coulter to discuss her index that powers an ETF that does just that: EMFQ. To learn about past ETF Stories please visit https://www.etfstories.com Learn more about EQM Website: https://eqmindexes.com Twitter: https://twitter.com/EQMIndexes Jane Edmondson Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC. Ms. Edmondson is a former Quantitative...2022-03-0412 minResilient AdvisorHedging Strategies with ETFs with Connor Kitko of YCharts & Jay CoulterETFs are fantastic precision tools for portfolio diversification. They are also incredibly useful as a hedging tool. On this episode of Resilient Advisor, Connor Kitko of YCharts shares the findings of a recent White Paper that they published on how you can hedge different risk scenarios via ETFs. Jay Coulter is a big advocate for YCharts for financial advisors who are serious about their investment offering. Download the YCharts White Paper "Can You Hedge It with an ETF?": https://get.ycharts.com/resources Follow YCharts on Social: Twitter: https://twitter.com/ycharts 2022-02-2319 minResilient AdvisorHow Advisors Can Grow With Video with Katie Braden & Jay CoulterToday the most engaging form of client communication and marketing is video. Most advisors struggle with how to best use video or even get started. In this episode, Katie Braden speaks with Jay Coulter and shares her formals for finding success with video. Learn more about the Innovating Advice Community: https://www.innovatingadvice.com/ Follow Katie Braden on Twitter: https://twitter.com/KatieABraden Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv...2022-02-1421 minResilient AdvisorJanuary Blockchain Report with Dan WeiskopfDan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the January 2022 Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow Dan Weiskopf on Social: Twitter: https://twitter.com/ETFProfessor LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.co...2022-02-0708 minResilient AdvisorEOPS - The Emles Alpha Opportunities ETF on ETF StoriesNathan Miller of Emles Advisors joins Jay Coulter for this episode of ETF Stories. They discuss the Emles Alpha Opportunities ETF, symbol EOPS. Learn more about EOPS by visiting https://emles.com/etf/emles-alpha-opportunities-etf Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjayco...2022-01-3114 minResilient AdvisorThe Blockchain Report with Dan Weiskopf & Jay Coulter - December 2021Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the December Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow Dan Weiskopf on Social: Twitter: https://twitter.com/ETFProfessor LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.co...2022-01-1911 minResilient AdvisorThe Future of Advice with Tony DavidowIndustry veteran Tony Davidow comes on The Resilient Advisor Show with Jay Coulter to discuss his new book, 'Goals-based Investing', and share his framework for some of the major changes we will see in the industry. Tony Davidow is the President & Founder at T. Davidow Consulting, LLC. Learn more about 'Goals-Based Investing' by Tony Davidow: https://www.tdavidowconsulting.com/ Follow Tony Davidow on LinkedIn: https://www.linkedin.com/in/tony-davidow Learn more about Investments and Wealth Institute: Website: https://investmentsandwealth.org/home LinkedIn: https://www.linkedin.com/company/investmentsandwealthinstitute2021-12-2732 minResilient AdvisorElevating Your Value With Trusts & Wills with Andres MazabelFor Financial Advisors, increasing the value that you bring to clients is incredibly important in this environment of fee compression we are in. In this interview, Jay Coulter interviews Andres Mazabel of Trust & Will and he lays out the case for advisors to add a deeper level of estate planning to their practice. Learn more about Trust & Will: https://trustandwill.com/advisors Follow Trust & Will on Social: LinkedIn: https://www.linkedin.com/company/trustandwill/ Twitter: https://twitter.com/trustandwill Facebook: https://www.facebook.com/trustandwill Follow Andres...2021-12-2021 minResilient AdvisorInvestment Spotlight: Home Bistro with Zalmi DuchmanOn this episode of The Investment Spotlight Show, Home Bistro CEO Zalmi Duchman sits down with Jay Coulter and Chris Versace to share is thoughts on his company and the ever-changing food industry. Home Bistro trades under the ticker HBIS. Follow Home Bistro on Social: Twitter: https://twitter.com/HomeBistroChef LinkedIn: https://www.linkedin.com/company/home-bistro-inc About Home Bistro, Inc. Home Bistro is a leading online platform, www.homebistro.com, that provides for the creation, production, and distribution of direct-to-consumer, heat-to-eat, celebrity chef-inspired gourmet meals, which currently include...2021-12-1335 minResilient AdvisorETF Stories: LUXE - The Emles Luxury Goods ETFShould investors consider luxury goods as a distinct consumer category for portfolio construction? Eric Qian comes on ETF Stories to make the case and share the LUXE story with Jay Coulter on The Resilient Advisor Show. Learn more about Emles Luxury Goods ETF (Symbol LUXE): https://emles.com/etf/emles-luxury-goods Connect with Emles on Social: LinkedIn: https://www.linkedin.com/company/emlesadvisors/ Twitter: https://twitter.com/EmlesAdvisors Connect with Eric Qian: LinkedIn: https://www.linkedin.com/in/qianeric/ Follow Financial Advisor TV™ on Social: Twitter: ht...2021-12-0814 minResilient AdvisorHow DAOs Will Empower Financial Advisors With Adam BlumbergAdam Blumberg, Co-Founder of Interaxis, comes on The Resilient Advisor Show with Jay Coulter to explain what a DAO (Decentralized Autonomous Organization) is, how it works and what advisors need to know. Adam also dives into how his PlannerDAO works. Learn more about PlannerDAO: https://www.plannerdao.com/ https://www.plannerdao.io/ Follow PlannerDAO on Social: Twitter: https://twitter.com/plannerdao LinkedIn: https://www.linkedin.com/in/planner-dao/ Follow Adam Blumberg on Social: Twitter: https://twitter.com/Interaxis8 LinkedIn: https://www...2021-12-0125 minResilient AdvisorNovember Blockchain Report with Dan WeiskopfDan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the November Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow Dan Weiskopf on Social: Twitter: https://twitter.com/ETFProfessor LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.co...2021-11-2910 minResilient AdvisorPartnering With The Right TAMP with Colin Falls of GeoWealthColin Falls of GeoWealth comes on The Resilient Advisor Show with Jay Coulter to talk about how to partner with the right TAMP. Learn more about GeoWealth: https://geowealth.com Follow GeoWealth on Social: LinkedIn: https://www.linkedin.com/company/geowealth Twitter: https://twitter.com/GeoWealthTech Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Fi...2021-11-2415 minResilient AdvisorM&A Trends & Advisor Marketing with Patrick BrewerPatrick Brewer joins Jay Coulter on Resilient Advisor to share his thoughts on current M&A trends as well as advisor marketing strategies that get results. Learn More About Patrick's Businesses: WealthSource: https://www.wealthsource.com Model FA: https://www.modelfa.com Follow Patrick Brewer on Social: LinkedIn: https://www.linkedin.com/in/patrick-brewer-cfa-80993813/ Twitter: https://twitter.com/pbrewcfa Follow WealthSource on Social: https://www.linkedin.com/company/wealthsource-partners-llc/ Follow Model FA on Social: LinkedIn: https://www.linkedin.com/company/modelfa/ Twitter: https...2021-11-2226 minResilient AdvisorThe Cost of Underestimating Technological Disruption With David Barse of XOUT CapitalDavid Barse comes on Resilient Advisor with Jay Coulter to share the findings from a recent paper on 'The Cost of Underestimating Technological Disruption.' David on Twitter: https://twitter.com/BarseXout XOUT Capital: https://twitter.com/XoutCapital Website: https://www.xoutcapital.com/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.fina...2021-11-1519 minResilient AdvisorMacro Outlook with Lenore HawkinsLenore Hawkins joins Jay Coulter on The Resilient Advisor Show to discuss what she is seeing in the macroeconomy. Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: ...2021-11-0823 minResilient AdvisorETF Stories: BNDD, The Quadratic Deflation ETF with Nancy DavisIn this new episode of ETF Stories, Nancy Davis joins Jay Coulter to tell the story of her new ETF BNDD. Learn more about the Quadratic Deflation ETF BNDD by visiting https://kfafunds.com/bndd To see past episodes of ETF Stories visit: http://www.etfstories.com/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Re...2021-11-0128 minResilient AdvisorWhy Advisors Need To Understand Bitcoin with Ric EdelmanRic Edelman joins Jay Coulter on this episode of the Resilient Advisor Show to discuss why understanding Bitcoin and Digital Assets is so important for Financial Advisors. Learn more about The Digital Assets Council For Financial Professionals: https://dacfp.com/ Earn the DACFP Certificate and get a 20% discount as a viewer by using the code RESILIENT2021 : https://dacfp.com/get-your-certification/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter ...2021-10-2523 minResilient AdvisorInvestment Spotlight: Mindset Pharma with James LanthierMindset Pharma is a biotechnology company developing medications and synthesis processes for the medical psychedelic market. On this episode of The Investment Spotlight Show, Jay Coulter and Chris Versace interview Mindset CEO James Lanthier. $MSET Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved2021-10-1846 minResilient AdvisorInvestment Spotlight on Optimi HealthOn this episode of the Investment Spotlight Series, Jay Coulter and Chris Versace interview two members of the leadership team at Optimi Health. JJ Wilson serves as Chairman of the Board and Bill Ciprick serves as CEO at Optimi Health. Learn more about Optimi Health by visiting https://www.optimihealth.ca/ Follow Optimi Health on Social: -- LinkedIn: https://www.linkedin.com/company/optimihealth/ -- Twitter: https://twitter.com/Optimi_Health Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://ww...2021-10-0140 minResilient AdvisorInvesting In Wine: A True Alternative Investment with Anthony Zhang of VinovestHave you ever considered wine as an investable asset? Today both investors and financial advisors are able to allocate to this alternative asset class. Anthony Zhang joins Jay Coulter on this episode of the Resilient Advisor to make the investment case for wine. Learn more about Vinovest by visiting https://www.vinovest.co/advisors Follow Vinovest & Anthony Zhang on Social: -- Vinovest LinkedIn: https://www.linkedin.com/company/vinovest/ -- Vinovest Twitter: https://twitter.com/Vinovest1 -- Anthony Zhang LinkedIn: https://www.linkedin.com/in/anthony-zhang-988a2375/ ...2021-09-2917 minResilient AdvisorFinTech Series with Adam Holt of Asset-MapAdam Holt comes on The Resilient Advisor Show with Jay Coulter to discuss how financial advisors can leverage technology to deliver better client results. Learn more about Asset-Map: www.asset-map.com. -- The Resilient Advisor Show is now syndicated on Financial Advisor TV. Learn more about their upcoming launch: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sj...2021-09-2726 minResilient AdvisorThe Changing Landscape of ETF Distribution with Jillian DelSignore of FLX DistributionJillian DelSignore joins Jay Coulter on The Resilient Advisor Show to discuss a recent report that she co-authored on changes in the ETF industry. Follow Jillian & FLX Distribution on LinkedIn -- Jillian: https://www.linkedin.com/in/jillian-delsignore-9713a69/ -- FLX Distribution: https://www.linkedin.com/company/flx-distribution/ Learn more about Women In ETFs: https://womeninetfs.com/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter...2021-09-0224 minResilient AdvisorJuly Blockchain Report with Dan Weiskopf of Toroso InvestmentsPortfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report. Grab your copy here: https://www.blok-chain-monthly.com 2021-08-3007 minResilient AdvisorAugust Risk On - Risk Off Report with Michael GayedJay Coulter interviews Michael Gayed for this installment of their monthly Risk On - Risk Off Show. Michael is a Portfolio Manager at Toroso Investments and a member of the ETF Think Tank. They also discuss two of Michael's ETFs, JOJO and RORO. 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 Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjayco...2021-08-2722 minResilient AdvisorJuly Risk On or Risk Off with Michael GayedJay Coulter interviews Portfolio Manager Michael Gayed for this instaliment of their monthly Risk On - Risk Off Report. 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 Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more a...2021-08-0915 minResilient AdvisorInvestment Spotlight: The Alkaline Water Company CEO Ricky WrightThe Alkaline Water Company CEO Ricky Wright comes on the Investment Spotlight series on Resilient Advisor with Jay Coulter and Chris Versace. To learn more about The Alkaline Water Company, please visit www.thealkalinewaterco.com. About The Alkaline Water Company: Founded in 2012, The Alkaline Water Company (NASDAQ and CSE: WTER) is headquartered in Scottsdale, Arizona. Its flagship product, Alkaline88®, is a leading premier alkaline water brand available in bulk and single-serve sizes along with eco-friendly aluminum packaging options. With its innovative, state-of-the-art proprietary electrolysis process, Alkaline88® delivers perfect 8.8 pH balanced alkaline drinking water wi...2021-08-0645 minResilient AdvisorRisk On - Risk Off with Michael GayedMichael 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 Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- I...2021-07-0616 minResilient AdvisorInvesting In Cybin With Doug Drysdale - Investment SpotlightCybin 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 Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.co...2021-06-2429 minResilient AdvisorFearless Investing & Fintech Adoption with Aaron KleinAaron 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/Riskalyze2021-06-1122 minResilient AdvisorMichael Gayed On Higher Taxes, Inflation & Interest RatesMichael 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: 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 Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resili...2021-05-1421 minResilient AdvisorHedging Interest Rates & Volatility with Nancy DavisNancy 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 ...2021-05-1220 minResilient AdvisorAlternative Indexing Methodologies With David BarseDavid 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.2021-04-2819 minResilient AdvisorShaping Change with Ross Marino - How I ServeRoss 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.2021-04-2726 minResilient AdvisorGT Biopharma CEO Tony CataldoTony 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...2021-04-0952 minResilient AdvisorInvestment Spotlight: Loop Insights Inc CEO Rob AnsonRob 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 Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: htt...2021-03-1143 minResilient AdvisorInvestment Spotlight: JUVA CEO Doug ChloupekIn 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 From Groundbreaking Cannabis Company To Major Disruptor of the Healthcare Status Quo (From the Juva Website): Founded by pioneers in the science and business of cannabis and guided by a team of highly-acclaimed medical professionals, Juva Life brings unprecedented depth of...2021-03-011h 06Resilient AdvisorRisk On - Risk Off Report with Michael GayadMichael Gayed (The Lead-Lag Report) talks with Jay Coulter of The Resilient Advisor about the markets through his Risk On - Risk Off lens.2021-01-2818 minResilient AdvisorA Compliance Lens On The New Advertising Rules With Chris WinnThe 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.2021-01-1521 min
Resilient AdvisorEP147 A Compliance Lens On The New Advertising Rules With Chris WinnThe 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.2021-01-0921 minResilient AdvisorHow CPI Is Hurting Your Clients With Ed Butowsky Incorrect inflation projects destroy financial plans and can ruin retirements. Ed Butowsky has created the Chapwood Index to help advisors better serve their clients and provide geographically focused inflation calculations. He comes on the show with Jay Coulter to discuss its history and construction. 2020-12-3019 minResilient AdvisorRisk On Or Risk Off Heading Into 2021? with Michael Gayed 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. On this episode, Michael and Jay Coulter discuss portfolio positioning heading into the new year. 2020-12-1717 minResilient AdvisorThe Real Drivers Of The Economy In 2021 With Lenore HawkinsLenore 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.2020-12-1129 minResilient AdvisorWhat I Learned Producing 100 Industry PodcastsJay Coulter reflects on the first 100 episodes of The Resilient Advisor Podcast. "I was fortunate in that I was early to the podcast game in our industry. It enabled me to connect with experts and thought leaders that otherwise would not have returned my call! Our syndication on AdvisorHub.com further expanded the audience and now we are broadcasting live on LinkedIn, Twitter, Facebook and Youtube. The goal of each episode has always been the same; Deliver high-value content in about the same amount of time as the average commute or workout. I have learned a great deal from...2020-02-0413 minResilient AdvisorHow To Achieve Better Results With Improved Client CommunicationYCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a Financial Advisor Communications Framework that the YCharts team has developed. Download The Report Here: http://bit.ly/advisorcomms Sign-up for a YCharts Trial: http://bit.ly/ychartstrial Topics Discussed: The three major insights from the study. Your clients do not feel engaged. Your clients want personalized communications. Your success can be directly impacted by your communications strategy. What can be done about it? 2020-01-2224 minResilient Advisor2020 Industry Predictions With Jay Hummel (Advisor Growth Series)Jay Coulter & Jay Hummel share some of the major industry trends that they see having an impact on your business next year. This includes the dramatic growth of Direct Indexing, aggressive enforcement of Reg BI and how the SECURE Act will drive the need for more outsourcing. Also, changes in M&A deal multiples due to a lack of organic growth.2019-12-2616 minResilient AdvisorWhy Fixed Index Annuities Need Consideration With Brad JohnsonFixed Index Annuities are controversial. In this in-depth episode, Brad Johnson and Jay Coulter discuss the prudent applications for FIAs that every advisor should consider where appropriate. If you have a built-in bias against FIAs, this episode could help you look at the tool through a new lens.2019-12-0450 minResilient AdvisorPreparing For The Death Of The 60/40 Portfolio With Clint Sorenson (Forecast Free Series)Most advisors know that the current 60/40 model could create performance challenges for clients going forward. The real challenge is determining what to do about it. Clint Sorenson and Jay Coulter tackle this issue and what Copper, TLT and the Home Builders may be telling us right now.2019-11-2013 minResilient AdvisorThe Scary Question: 'Why Do You Work With Us? with Jay Hummel (Advisor Growth Series)Do you know why your clients do business with you? Jay Hummel calls this 'The Scary Question' and on this episode of The Resilient Advisor Podcast, Jay Coulter asks him about this and why he does not like service calendars.2019-11-0607 min
Resilient AdvisorHow To Become A Financial Planning Centered Advisor (Advisor Growth Series) Jay Coulter and Jay Hummel discuss how to move financial planning to the center of your practice on this episode of The Resilient Advisor. 2019-10-2308 min
Resilient AdvisorBREXIT and Portfolio Allocations To Europe, China & Emerging Markets (Forecast Free Series 10-18-19)Jay Coulter and Clint Sorenson discuss BREXIT and portfolio allocations to Europe, China & Emerging Markets on this episode of the Forecast Free Series. (10-18-19)2019-10-1807 min
Resilient AdvisorInvesting In Space; What You Need To Know With Andrew ChaninAndrew Chanin and Jay Coulter discuss the unique investment opportunities in space. Connect With Andrew Twitter: @ETFwunderkind LinkedIn: https://www.linkedin.com/in/andrew-chanin-2a065462/ ProcureAM's Twitter: @ProcureAM_LLC About Andrew Chanin Andrew Chanin, Co-Founder and CEO of ProcureAM. ProcureAM is a new ETP issuer behind The Procure Space ETF (UFO), the world’s first pure-play space ETF. UFO tracks the S-Network Space Index, the first Certified Space Data Product™ to be recognized by the nonprofit Space Foundation. Andrew is "famous" in the ETF industry for launching various successful them...2019-07-1514 min
Resilient AdvisorMexican Tariffs & The Yield Curve (Forecast Free Friday 5-31-19)Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.2019-05-3107 min
Resilient AdvisorInternational Allocations, Emerging Markets & Domestic Bias (Forecast Free Friday 5/3/19)'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets. Today's Topics: Domestic outperformance since 2010 International PE (TTM) divergence Emerging Markets Domestic Bias Recency Bias 2019-05-0306 min
Resilient AdvisorNegative Divergence, Lumber-Gold Ratio & Small Cap Struggles (Forecast Free Friday 4/26/19) 'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets. Today's Topics: The negative divergence of the bond and stock market today. What the Lumber - Gold Ratio could be telling us about volatility. What small-cap stocks could be telling us about the business cycle. 2019-04-2606 min
Resilient AdvisorHow Top Advisors Communicate With Clients In Volatile Markets With Vince CaineVince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility. 2018-12-2612 min
Resilient AdvisorHow To Profit From Crypto Inefficiencies With Eric ErvinOn 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."2018-12-1218 min
Resilient AdvisorWhat Makes a Client Experience Extraordinary With Julie LittlechildJulie Littlechild is a client engagement expert and industry thought leader. This is her second appearance on The Resilient Advisor Podcast. In this episode, Jay Coulter interviews Julie to get help listeners learn her strategies on building an exceptional client experience. From the podcast - Asses your Client Experience: www.absoluteengagement.com/blog/client-engagement/assess-your-experience/ Connect With Julie Twitter: @jlittlechild LinkedIn: https://www.linkedin.com/in/julielittlechild Blog: www.absoluteengagement.com/blog Email: jlittlechild@absoluteengagement.com Website: www.absoluteengagement.com About Julie Jul...2018-11-1415 min
Resilient AdvisorBurn Survivor And Top 1% Ironman On Finding Your Motivation With Shay Eskew Shay Eskew's life story is inspirational. He ranks in the top 1% of IRONMAN worldwide despite burns on 65% of his body. He is an active father of 5 children while managing a successful professional and speaking career. He is now an author. Learn his story and techniques for motivation on this episode of The Resilient Advisor with Jay Coulter. Connect With Shay Book: What The Fire Ignited Website: www.shayeskew.com Facebook: www.facebook.com/ShayEskew Twitter: https://twitter.com/shayeskew LinkedIn: linkedin.com/in/shayeskew About Shay Shay is an All American / All World ranked triathlete, former black bear researcher, burn survivor with scars over...2018-11-0521 min
Resilient AdvisorWhat Growing RIA's Need To Know From The 2018 IAA SurveyThe Investment Adviser Association's 2018 Executive Outlook Survey Report has some interesting data points for RIA's and potential breakaway advisors. In this short episode of The Resilient Advisor Podcast, Jay Coulter breaks down the key takeaways for financial advisors.2018-08-0705 min
Resilient AdvisorHow To Use Demographics To Thrive As A Financial AdvisorMark 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...2018-03-1232 min
Resilient Advisor2018 M&A Trends Financial Advisors Need To Know With Phil FlakesPhil 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.2018-02-0729 min
Resilient AdvisorHow Client Engagement is Being Disrupted For Financial Advisors With Julie LittlechildJulie 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 LinkedIn: https://www.linkedin.com/in/julielittlechild Blog: www.absoluteengagement.com/blog Email: jlittlechild@absoluteengagement.com Website: www.absoluteengagement.com About Julie Julie L...2018-01-2526 min
Resilient AdvisorDr. Pfau On Managing Sequence Of Returns Risk In Retirement PlanningOn 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 Forbes.com 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...2018-01-1020 min
Resilient AdvisorHow Financial Advisors Can Build A Franchise Ready Business With Duncan MacPhersonDuncan 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 s...2017-12-2648 minResilient AdvisorStress Management For Financial Advisors With Dr. Jack SingerDr. 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 Website: www.advisingtheadvisors.com Email: drjack@advisingtheadvisors.com 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-d...2017-12-1925 minResilient AdvisorThe Student Loan Epidemic & Your Clients With Joseph ReinkeAs 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 Website: www.fitbux.com 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 a...2017-12-0619 min
Resilient AdvisorHow Sophisticated Advisors Incorporate Home Equity Into Retirement Planning With Professor Jamie Hopkins 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 re...2017-11-2934 minResilient AdvisorDoes A Commodity ETF Allocation Make Sense? An interview with Will RhindWill 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. COMG vs COMB 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: Website: Graniteshares.com About Will (From His Websi...2017-11-1619 min
Resilient AdvisorOverbought markets, the death of volatility and misconceptions about gold - An interview with Charlie Bilello.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 Coulter2017-11-0822 minResilient AdvisorIntroducing The Resilient Advisor Podcast The Resilient Advisor Podcast is focused on helping Financial Advisors build resilience in their business and personal life. Hosted by CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® Jay Coulter.2017-01-1805 min