

Resilient Advisor Podcast
Jay Coulter, CFP®, CIMA®
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.
Episodes
Mentioned books

Jun 1, 2021 • 20min
ETF Stories: The Investment Thesis On Carbon Credits with Luke Oliver
Luke Oliver of KraneShares comes on the show to discuss the Carbon Markets and his firm's ETF symbol: KRBN. This show is part of the ETF Stories series. Past episodes can be found here. https://www.etfstories.com Learn more about KRNB: https://kraneshares.com/krbn Learn more about KraneShares: https://kraneshares.com KraneShares on Twitter: https://twitter.com/KraneShares Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

May 14, 2021 • 21min
Higher Taxes, Inflation & Interest Rates with Michael Gayed
Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens. Issues they discuss: The challenge of raising taxes. Inflation is a tax on the poor. The wealth gap is only getting worse. The DBC ETF is screaming. Connect With Michael Gayed: Newsletter: https://www.leadlagreport.com ETF Think Tank: https://www.etfthinktank.com LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/ Twitter: https://twitter.com/leadlagreport Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

May 11, 2021 • 20min
Hedging Interest Rates & Volatility with Nancy Davis
Nancy Davis is the CIO of Quadratic Capital and the manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She comes on the show with Jay Coulter to share her views on inflation, interest rates and the story of her ETF IVOL. Learn more about the IVOL ETF: https://www.ivoletf.com Company Website: https://quadraticllc.com LinkedIn: https://www.linkedin.com/in/nancyquadratic Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

May 4, 2021 • 26min
How To Build A Marketing Funnel with Taylor Schulte
Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for building an effective marketing funnel. Learn more about the Kitces Digital Marketing Summit on May 13th, 2021: https://www.kitces.com/digital-marketing-summit-2021

Apr 28, 2021 • 20min
Alternative Indexing Methodologies With David Barse
David Barse joins Jay Coulter to discuss his firm's unique alternative indexing methodology. At its core, their process is focused on eliminating underperforming stocks based on their scoring system. David and Jay discuss the 4 P's behind XOUT; Performance, People, Process and Portfolio.

Apr 27, 2021 • 27min
Shaping Change with Ross Marino
Ross Marino has endured a lot of obstacles in his life to reach where he is today. Overcoming serious injuries, family medical trauma and the natural swings in the business have shaped his philosophy on business and life. He shares his journey in this interview with Jay Coulter as well as some insights on his new book with Susan Bradley called 'Shaping Change.' This is part of the How I Serve Series on The Resilient Advisor where Jay interviews leading financial advisors who are making a difference in the lives of their clients.

Apr 20, 2021 • 22min
Disruptive ETFs with Christian Magoon
On this episode, Amplify ETFs CEO Christian Magoon joins Jay to discuss some of the disruptive trends in the ETF market today. Christian shares what he believes ETF-focused advisors should consider today, what surprised him about 2020 and the investment thesis for three of their ETFs. $DIVO $CNBS $BLOK $ISWN $SWAN $IBUY Learn More about Amplify ETFs: https://amplifyetfs.com Follow Christian & Amplify ETFs on Twitter: -- Christian: https://twitter.com/ChristianMagoon -- Amplify ETFs: https://twitter.com/AmplifyETFs Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter L earn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Apr 13, 2021 • 21min
How To Leverage Private Real Estate Investing For HNW Families With Dana Cornell
Dana Cornell was the lead advisor on a $1B+ private wealth practice at Morgan Stanely. He left his practice to pursue his true professional passion, private real estate investing. This is his story. Website: https://www.cornellcapitalholdings.com Facebook: https://www.facebook.com/CornellCapitalHoldings Instagram: https://www.instagram.com/cornellcapital Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Apr 9, 2021 • 39min
Digital Marketing In 2021 With Robert Sofia Of Snappy Kraken
Robert Sofia, CEO of Snappy Kraken, discusses the digital marketing landscape and best practices for marketing for financial advisors and more.

Apr 8, 2021 • 52min
GT Biopharma CEO Tony Cataldo - Investment Spotlight
Tony Cataldo came on the Investment Spotlight Series to speak with Chris Versace and Jay Coulter about GT Biopharma's outlook. Tony's Biography (From Their Website) Mr. Cataldo founded GT Biopharma Inc. upon joining the Board of Directors and subsequently Chairman and CEO in July of 2014, where he changed the Company's profile with the inclusion of oncology assets. From February 2011 to June 2013 Mr. Cataldo served as Founder and Chairman/CEO of Iovance Biotherapeutics, Inc., (IOVA). Mr. Cataldo created the highly successful IOVA/Genesis with the inclusion of assets acquired from the National Cancer Institute for the treatment of stage four melanoma. Mr. Cataldo has extensive experience in the biotechnology sector having served as Chairman/CEO of several biotech companies including: Calypte Biomedical Corporation, and Senetek, PLC. Website: https://www.gtbiopharma.com Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved


