Resilient Advisor Podcast

On this episode, I interview divorce expert Carol Lee Roberts. We discuss the 5 Major Pitfalls advisors need to consider when a client is going through a divorce. Carol is the President of the Institute for Divorce Financial Analysts.   Connect With Carol Lee   Twitter: https://twitter.com/InstituteDFA LinkedIn: https://www.linkedin.com/company/institute-for-divorce-financial-analysts-/ Facebook:...

The model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the podcast to discuss this evolution and the complications in this space for financial advisors.   BONUS: He provided listeners with a great offer. If you choose to subscribe to YCharts, he is offering a 20% discount just for referencing The Resilient Advisor podca...

Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.

Are you struggling with what to do with your fixed income allocations? Most advisors are looking for answers.  Clint Sorenson CFA, CMT  and I discuss advisor options including  Invesco US  Bulletshares. 

Frank Agin is a Professional Networking expert. He came on the podcast to discuss his top strategies and tactics that he coaches Financial Advisors to use in their practice.   Connect With Frank:   LinkedIn: https://www.linkedin.com/in/frankagin/ Twitter: https://twitter.com/frankagin Website: http://www.frankagin.com/ AM Spirit: https://www.amspirit.com/

'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...

In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This leads to some real integration challenges. Putting a critical lens on the tech stack during the process will present opportunities for both parties to streamline systems and deliver a better client experience. My guests on this episode of The Resilient Advisor Podcast have published a...

'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 mar...

Kyle Wiggs of eXact Strategies comes on the podcast to discuss the blind spots and challenges faced by the major TAMPs today. We also discuss fee compression in the space and how technology is driving innovation.    Connect With Kyle LinkedIn:  www.linkedin.com/in/kylewiggs Website:  www.exactstrategies.com   About Kyle (From his LinkedIn Profile) I am a managing partner for eXact Strategies respo...

I am a self-admitted behavioral finance nerd. I love the academic lens on why we make the financial decisions that we do. My guest on this episode of The Resilient Advisor Podcast is going to present a different lens on this subject. Susan Bradley believes that there is a 'Dark Side' to behavioral finance and she explains exactly what she means on this episode.   Listener Giveaways Transition Jour...

On this episode of The Resilient Advisor Podcast, Celeste Blackman joins me to discuss how to drive collaboration with clients, teams and inside your firm.  Celeste is an international consultant and co-founder of The Green Zone Culture Group. She has taught communications in the Executive MBA program at the Wharton School of Business for more than 15 years. She has worked with NASA, Chevron, The...

Bill Cates is widely recognized as one of the foremost experts in the art and science of acquiring new clients through referrals and personal introductions. He is president of Referral Coach International. Bill is also a bestselling author. His third and latest book, Beyond Referrals, lays out the steps to converting referrals to what he calls "Engaged Introductions" and, ultimately, new clients....

Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller ' The Laws of Wealth ' and is the host of the popular  Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer.  On this episode, we discuss how financial advisors can leverage his 'Third Way' of looking at investing through a b...

David Snider came on The Resilient Advisor Podcast to discuss how financial advisors can differentiate themselves by integrating tax and legal services in the client experience.  If you are interested in learning more about the Harness Wealth platform email  advisors@harnesswealth.com or visit www.harnesswealth.com.       Connect With David   LinkedIn:  www.linkedin.com/in/sniderdavida       About...

On this episode, Aaron Klein and I discuss the application of behavioral science in our industry. Aaron is the CEO of industry-leading fintech company  Riskalyze . He also shares his thoughts on recent developments in the fintech space.    Aaron produces the Fintech Report Card on wealthmanagement.com each month.   Connect With Aaron LinkedIn:  www.linkedin.com/in/aaronklein Twitter:  https://twit...

Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility. 

On 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."

On this episode we explore the future of fintech with the CEO of RobustWealth, Mike Kerins.  The digital advice space is changing rapidly and if you are not paying attention you are putting your business at risk. Mike shares his thoughts on how he sees the space unfolding in 2019.        Connect With Mike On LinkedIn:  https://www.linkedin.com/in/michael-kerins-cfa-frm-165a97ba/   About Mike   Mik...

Julie 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-experienc...

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...

On this episode of The Resilient Advisor Podcast, Chris Versace helps listeners understand the power of 'Thematic Investing.'     Chris is the Chief Investment Officer of Tematica Research. He is the chief editor of Tematica Investing and Tematica Pro as well as the author of the Monday Morning Kickoff, which has become a must-read for RIA's and Money-Managers around the world. Chris is also the c...