Resilient Advisor Podcast

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 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...

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...

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 Website:  www.advisingtheadvisors.com Email:  drjack@advisingtheadvisors.com   Abo...

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 ha...

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 Website:  www.fitbux.com     About Joseph   Joseph Reinke is the CEO and founder of Fitbux, Inc. FitBUX...

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 adviso...

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 Rever...

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

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    Email: joel@thebeckfirm.com      Website: http://thebeckfirm.com

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 soci...

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...

  What we discuss:   Gallup Strengths Finder:  www.gallupstrengthscenter.com Kolbe A Assessment:  http://m.kolbe.com/aindex     Kristin's New Course: 8 Weeks To Elevate Your Practice:  http://andreegroup.com/ElevateWebinarSignUp   Watch The Video About Her Course:  Link     Connect with Kristin:   Website:  http://andreegroup.com   Social Media   Facebook:  @andreegroup Twitter:  @andreegroup Inst...

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.

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   Website: cma.consulting Email: lwillis@cma.consulting LinkedIn:  www.linkedin.com/in/lindareidwillis

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 www.aaronhasler.com comes on the podcast to share some of his expertise on this important topic.   Connect with Aaron   Website: www.aaronhasler.com LinkedIn: Link

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 w...

Tom Lydon is one of the best known ETF experts today.  On this podcast we discuss some of the larger issues facing Financial Advisors today when allocation to ETFs.  Smart Beta vs Factor Strategies. What does a zero cost ETF look like? Are ETF Strategists necessary today? The pros and cons of using fixed income ETFs. The current market for dividend focused ETFs.  Are Robo Advisors really a threat...

On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients…...which is always a popular topic in this community!  We discuss how top Financial Advisor are del eloping deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.'  A little background John: Founder of...

Without a succession plan, you are inviting a business and financial catastrophe. Your heirs will not maximize your years of hard work. You need a plan. ASAP! On this episode of The Resilient Advisor Podcast we discuss this issues and more with Attorney Joel Beck of  The Beck Law Firm .  Joel's practice is focused in the areas of financial markets, insurance regulation, estate planning, and busine...

Have you had a client close their account because a competitor presented them with the latest Managed Futures Fund with a great 'track record?'  Has a client moved their business because they decided that they could trade futures contracts and generate better returns than you?  Are you constantly discouraged by the underperformance of your ETF allocation to commodities?  On this episode of The Res...

The decision to breakaway from your firm is never an easy one. Is the grass really greener? Have you considered all of the new roles and responsibilities that will need to be filled?   Are your compliance and regulatory filings inline for a move? On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm .  Joel's practice is focu...

This episode of focuses on the dangers of a cyber attack. It could literally destroy your business and credibility. I interview Jonathan DeCollibus, who is the CEO of  BravoSec.com . We also talk a little about the dangers that can be found on your phone, tablet and home computer.  Jonathan's firm is the nation's only cyber security firm that works exclusively with RIAs.   BravoSec.com is a boutiq...

10 year NFL veteran Jon McGraw comes on the podcast to discuss success, happiness and building a 'Performance Mindset.'  He is the co-founder of Vision Purse, a mental skills training company focused on helping sport organizations and corporate organization leverage the most current performance enhancement methods.

If you are not familiar with Suzy's story, she was is a three-time olympic track and field star. She went on to become a spokeswoman for Disney and then started moonlighting as a high priced escort in Las Vegas. Once she was exposed it became tabloid fodder and her career appeared ruined. She has told her story on Dr. Phil and ABC's 20/20 and her new book, Fast Girl , is a New York Times best sell...

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.