Resilient Advisor Podcast

On this episode of The Resilient Advisor Podcast, Daniel Peris comes on to discuss how Modern Portfolio Theory (MPT) has failed investors.  We also discuss his thoughts on how financial advisors and investors can use an alternative approach. This approach is detailed in his new book,  Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your P...

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.  Issues we discuss: How could Artificial Intelligence play into the advis...

On this short episode of The Resilient Advisor Podcast, I outline the implications of the GICS Reclassification for financial advisors.   Show Notes: 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 $...

The 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.

Ivan Barretto is a compliance expert who joins me on this episode of The Resilient Advisor Podcast to discuss the important issue of senior vulnerability. Do you know how to identify if your clients are being targeted?  As the baby boomers age, there is a large percentage of the population that is at risk. Ivan and I discuss the ways to identify who may be a risk and how to protect them and your b...

Dan Raykhman is the CEO of Fungible Network which is building a platform for issuing asset-backed crypto tokens.   On this podcast we discuss:   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?   Think of this episo...

Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author of "The Social Media Handbook for Financial Advisors" and co-host of the podcast Top Advisor Marketing.   On this podcast, we discuss how financial advisors who want to grow can leverage digital techniques for their prospecting efforts. We take a high-l...

The first half of the year presented investors with some real challenges. If you are not familiar with the Resilient Investing philosophy, we do not forecast or make predictions of any type. Forecasting is a game that can't be won. We simply observe market outcomes to see if our system for long-term investment results is still working as designed. 

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 crea...

Does your advisory business have enterprise value? Larry Miles of AdvicePeriod shares his three keys drivers that help financial advisors build enterprise value.     Connect With Larry   LinkedIn: https://www.linkedin.com/in/larry-miles-67a04221/ AdvicePeriod Twitter: https://twitter.com/adviceperiod Websites:  http://www.adviceperiod.com ,  http://ap4advisors.com       About Larry   Larry Miles i...

On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future.  We discuss the benefits to RIA's and potentially breakaway advisors.   The bottom line.....LEVERAGE.   If you are struggling to grow your business, this episode will walk through how you could leverage a TAMP to outsource the functions that are most likely takin...

Professor Jamie Hopkins joins me for this episode to discuss how financial advisors can build a model to help clients 'rewire' the way they think about and manage retirement income. We discuss retirement income literacy and the implications for financial advisors.  His new book, Rewirement: Rewiring The Way You Think About Retirement! , recently hit the bookshelves.     Interesting Note: Clients w...

Leadership expert Elizabeth McCourt comes on the podcast to share her thoughts on how financial advisors can become better leaders.   Connect With Elizabeth   Website:  http://www.mccourtleadership.com Email: elizabeth@mccourtleadership.com Facebook:  www.facebook.com/mccourtleadership Twitter:  https://twitter.com/ecmccourt Instagram:  https://www.instagram.com/rizabiz LinkedIn:  https://www.link...

Charles Sherry is a financial writer, analyst and speaker who is an expert on the topic of leveraging communication to increase advisor visibility. On this podcast we go deep on client communications issues during periods of market volatility.   He is is a regular contributor to popular Horsesmouth blog and he brings almost 25 years of industry experience, including six years authoring the highly-...

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, Time.com, Forbes.com, Th...

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...

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 Al...

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...

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

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.

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...

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:  www.fppad.com/alexa Subscribe to Bill's newsletter to learn how to build...