Resilient Advisor Podcast

Jay 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 Youtub...

Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural shift? Should you pay attention? Stocks Discussed: BYND, TSLA, OI, TREX, SFM, CMG, AMZN

Matt Halloran of Top Advisor Marketing shares his strategies for becoming a micro-influencer.   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.   Matt's previous appearance on the podcast : https:/...

Which stocks and sectors could see the most pressure today with Coronavirus spreading? Chris Versace and I discuss on this episode of Tactical Market Strategies on The Resilient Advisor Podcast.   Follow Chris on Twitter: @ChrisJVersace   $DIS $SBUX $WYNN $MGM $LVS $AAL $UAL $JBLU $LUV $RCL $NCLH $HLT $MAR

YCharts 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 fro...

This is the first installment of a new project called the 'Thematic Investing Series.' My partners in this project are Chris Versace and Lenore Hawkins of Tematica Research . In this episode we discuss the concept of thematic investing and several current themes including #5G #WiFi6 $COST $WMT $LC $LB $BBBY $M $AMZN .     Connect With The Guests   Lenore: www.twitter.com/EllesEconomy Chris: www.tw...

Brad Roth of Thor Analytics shares his thoughts on the prudence of adding metals to your allocations. We also discuss the power of leveraging technology to enhance your investing outcomes.   Learn About Thor Analytics: https://www.thoranalytics.com     About Brad   Bradley Roth, is a co-founding principal of Thor Analytics and the CIO of the Thor Metals Fund. Mr. Roth has over a decade of trading...

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.

Frank LaRosa of Elite Consulting Partners comes on The Resilient Advisor Podcast to share his thoughts on the current state of M&A in our industry and some of his best practices on executing a viable strategy in 2020.

Building a 'niche' can be one of the most daunting tasks an advisors faces. The reality is that most make the process more difficult than it needs to be. Jay Hummel of the Wealth Advisor Growth Network shares his strategy for building a profitable niche on this episode of the Advisor Growth Series.

Fixed 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.

Schwab's potential acquisition of TD Ameritrade could have an impact on your business and your clients. Jay Hummel and I discuss the implications of this major industry transaction on this installment of The Advisor Growth 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.

Bill Cates comes on this episode of The Resilient Advisor Podcast to discuss his new book and some of the strategies that he has found drive business growth.   Bill Cates has been an entrepreneur for almost 40 years. He has started, built, and sold two successful book publishing companies.   After the sale of his second publishing company, Bill devoted the last 25 years to the art and science of r...

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.

Jay Coulter and Jay Hummel discuss how to move financial planning to the center of your practice on this episode of The Resilient Advisor.    

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)

On this episode, Jay Hummel of the Wealth Advisor Growth Network and I discuss the pros and cons of outsourcing in our industry. 

Jay Hummel of the Wealth Advisor Growth Network comes on The Resilient Advisor Podcast for a new featured series called the ' Advisor Growth Series .' Our plan is to bring viewers and listeners short actionable episodes to help advisors grow their business. This episode features a discussion on the difference between growth and stagnation in the industry. 

Impeachment, Election Year Portfolio Positioning and Slowing Growth with Clint Sorenson CFA, CMT. The Resilient Advisor Podcast "Forecast Free Series" for 10-4-19.   #resilientwealth #resilientadvisor  

This week I attended the XY Planning Network's annual conference in St. Louis called XYPNLive and I think that I have seen the future of financial advice.   Mentioned in this episode:   XY Planning Network Michael Kitces Dr Sarah Fallow of DataPoints Eric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken Bill Winterberg of FP Pad Holistiplan Altruist

Tim Welsh is the president of Nexus Strategy, one of the top consulting firms in the wealth management industry. I first ran across Tim reading one of his articles so I reached out and found him to have a deep understanding of our industry so I wanted to bring him on the podcast.   In this interview, we discuss technological disruptors like AdvicePay, Schwab's $30 subscription service and options...

Andrew 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. U...