Resilient Advisor Podcast

he area of 'Financial Wellness' has become a hot topic in financial services, but most programs are not authentic and struggle to really add value. In this interview, Rick Kent shares his vision of how a well built corporate financial wellness programs can help employees, employers and financial advisory firms in a truly and win-win-win collaboration.   Rick Kent is the CEO and founder of Merit Ad...

Clint Sorenson, CFA, CMT is the CIO of WealthShield . In this interview, we discuss how he leverages his investment framework for building systematic models for all market environments.

Wes Gray, P.h. D. of Alpha Architect comes on to share his thoughts on portfolio construction and the application of value and momentum in security selection.

Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research . In this interview, he articulately lays out his 'What-How-Why' framework for rethinking risk management. We also discuss the history of momentum investing, potential recovery outcomes from our current crisis and how a 'Dimmer Switch' approach to portfolio tilts can improve client outcomes.

Kevin Simpson of Capital Wealth Planning   comes on the podcast to share his thoughts on covered call strategies.

Today many advisors are faced with a decision about their business. Do you transition into a Virtual Advisor or try and wait out this crisis in hopes that things will return to the way they used to be. Brad Johnson is the host of the popular The Elite Advisor Blueprint® podcast and VP of Advisor Development at Excel Advisors. At the beginning of the crisis, Brad built a private Facebook group simp...

On this episode, Jay Hummel of the Wealth Advisor Growth Network  comes on to share his thoughts on taking action during this crisis. He also shares how his firm was able to execute a very successful transition during this pandemic with Elk River Wealth Management. 

On this episode Coach Joe Lukacs comes on the podcast to share his strategies for playing offense during this crisis. Joe is an expert on advisor mindset. If you feel stuck with everything going on today, this episode is for you.     Follow Coach Joe On Social Media:   LinkedIn: https://www.linkedin.com/in/coachjoelukacs/   Twitter: https://twitter.com/CoachJoeLukacs

Lenore Hawkins of Tematica Research came on the podcast to give us an update on life in Italy and her thoughts on the macroeconomy. We also discuss some of the potentially positive things she sees coming out of this crisis.   Lenore also plays my new game, JUST ONE STOCK, where guests are asked what stock they would select today if they had to pick one stock to allocate their whole portfolio to.  ...

Mike Akins of ETF Action comes on the show to discuss his strategies for leveraging ETFs to identify stocks for portfolio construction. Learn more about ETF Action and take advantage of their expanded 30-day trial: https://www.etfaction.com

On this episode, I interview Shelly Bykat, CPA and commercial banker Erik Bykat. They are married and have both been living and breathing the PPP program since it launched. Combined, they are a wealth of knowledge on everything about the program and they share what you need to know today based on their experience working with small business owners through this crisis.   Follow The ByKats On Linked...

Note: The audio is a little rough for about 15 seconds in the beginning but then clears up.   Dual Momentum is a fascinating strategy. Gary Antonacci is the father of the very popular Global Equities Momentum (GEM) strategy that he lays out in his book Dual Momentum Investing .   We discuss the history of momentum investing, the academic research and applications today.   Learn more about Gary's w...

Now is a fantastic time to increase your marketing efforts, but there is a right and wrong way to do it. Samantha Russell of Twenty Over Ten and Lead Pilot comes on to share some pure marketing gold.   For an extended 30 day trial of Lead Pilot, use the code FREEMONTH here: https://leadpilot.io/why-lead-pilot     Follow Samantha on Twitter: https://twitter.com/SamanthaTwenty

Chris Versace of Tematica Research came on the podcast to share his thoughts on the data and earnings reports that are on the horizon.     $MCD $CCL $JNJ $BAC $LVS $BLK     Follow Chris on Twitter: https://twitter.com/ ChrisJVersace

Time segmentation strategies are a great way to mitigate damage for clients during market turmoil. Phil Lubinski & Sheryl O'Connor of Income Conductor came on the show to explain exactly how to use the strategy so that your clients do not make emotional decisions that could hurt their retirement portfolio.   Get An Extended Trail Of Income Conductor: www.jaycoulter.com/resilient   Don't let your c...

Dr. Sarah Fallaw , co-author of ' The Next Millionaire Nextdoor ' and President of DataPoints came on the podcast to discuss how psychological tools and risk re-profiling can help you with your clients in this market.   Get An Extended Trail Of DataPoints: www.jaycoulter.com/resilient   Calm your client's nerves with a simple re-profiling of their risk tolerance leveraging the world's first financ...

Chris Versace & Mark Abssy of Tematica Research came on the podcast to share their thoughts on cyber security, mortgage forgiveness, layoffs, the digital lifestyle, purchase order cancellations and the middle class squeeze.     AMZN, COST, WMT, KR, MKC, ADT, AT&T, WM, VZ, NFLX, NRTN, DIS, HBI, AMAT, CMG, NVDA, AXP     Follow Chris on Twitter: https://twitter.com/ ChrisJVersace   Follow Mark on Twi...

Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving through the rest of Europe today and could provide a preview of what we could experience in North America and the rest of the world.   We also discuss her views on the historic Fed moves, the challenges with bond ETFs and what fiscal policies should t...

In this short podcast, I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis .       Re-risk Profile Tools: DataPoints: www.datapoints.com Riskalyze: www.riskalyze.com   D...

The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thoughts. Also, hear what is going on from inside Italy as Lenore Hawkins shares her experience during the lockdown as Chris Versace discusses the implications on stocks in this environment.

What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the circuit breaker and North Korea launching missiles? Lenore Hawkins and Chris Versace of Tematica Research discuss this and more on this episode of The Resilient Advisor. 

Lenore Hawkins of Tematica Research came on the podcast to give us her 'boots on the ground' assessment on what is going on in Northern Italy. We discuss the social dynamics in Italy with the Corona Virus hanging over the region as well as a deep dive on the short and long-term implications for the markets and global economy.  

Stocks are under pressure this week and Chris Versace of Tematica Research joins me to discuss tactical strategies and thematic opportunities in the markets.  

Sean Walters, CEO of the Investments & Wealth Institute, came on The Resilient Advisor Podcast to discuss a new industry report they released on the future of our industry.

Chris Versace of Tematica Research comes on to discuss the current earnings season so far and this week's economic data.   $HLT $MMYT $AMAT $CSCO $BABA