

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

Mar 2, 2021 • 16min
Leveraging Volatility With Covered Calls & Investing New Money with Kevin Simpson

Mar 1, 2021 • 1h 7min
Investment Spotlight: JUVA CEO Doug Chloupek
In this episode of the Investment Spotlight Series, Juva CEO Doug Chloupek sits down with Chris Versace and Jay Coulter to discuss the opportunities that he sees in the cannabis market and the potential for his company. Where Juva Trades: CSE: JUVA OTC: JUVAF Company Website: https://juvalife.com From Groundbreaking Cannabis Company To Major Disruptor of the Healthcare Status Quo (From the Juva Website): Founded by pioneers in the science and business of cannabis and guided by a team of highly-acclaimed medical professionals, Juva Life brings unprecedented depth of knowledge in the science and medicinal effects of cannabis. Their vertically integrated approach allows Juva Life to carefully oversee every aspect of development, from cultivation to consumer, with deep expertise in research, testing and efficacy. It's an approach that enables not only quality and consistency of product but, most importantly, it assures accuracy and legitimacy of testing and research data. Juva Life has always taken a knowledge-driven approach to advancing the therapeutic effects of cannabis. Today, that approach has them uniquely poised to unlock the complex chemistry of cannabis to efficiently bring evidentiary consumer products to market that generate revenue and numerous insights while also deploying our platform to target consumer and pharma applications. At a time of declining trust and efficiency in all levels of healthcare, the opportunity to help people feel more in control of their health is welcome and exciting for patients and a potential game-changer for the healthcare industry. ABOUT DOUG CHLOUPEK: Doug brings a passion for the cannabis industry as a medicinal means to helping people feel better. He has worked across a range of verticals and brought multiple new businesses to life. Valley Grown Enterprises, Lux Wellness, and Medmar Healing Center, to name a few, have created tangible value for both consumers and investors alike. His work co-founding BAS Research led to it being granted the first California license, issued by the City of Berkeley in 2016, for medical cannabis manufacturing and research. Doug is a founding Board Member of Citizens Coalition for Patient Care, and a founding member of the California Cannabis Industry Association. Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadv... -- LinkedIn: https://www.linkedin.com/in/sjaycoult... -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com Important Information: The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security and you should consult your attorney or tax advisor. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. © Resilient Advisor. All Rights Reserved

Feb 25, 2021 • 18min
The Lumber/Gold Ratio, Copper, Commodity Investing and Tether's Impact On Bitcoin with Michael Gayed
Michael Gayed, the publisher of The Lead-Lag Report, comes on the show to talk about the markets through his Risk On - Risk Off lens.

Feb 23, 2021 • 21min
Manish Khatta, President & CIO of Potomac Fund Management
Manish Khatta, President & CIO of Potomac Fund Management on The Resilient Advisor LIVE @ Lunch.

Feb 18, 2021 • 20min
How To Add Year-Round Tax Alpha with Kevin Lozer
Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.

Feb 10, 2021 • 22min
Cryptocurrency Considerations For Financial Advisors With Matt Hougan
Matt Hougan comes on the show to share his thoughts on the state of bitcoin and other cryptocurrency for financial advisors, and digital assets.

Feb 7, 2021 • 30min
The Vance Barse Story
Vance Barse has built his firm, Your Dedicated Fiduciary®, from scratch. He is a client-focused financial advisor and he comes on the show to share the story of how he built his business and how he serves his clients.

Feb 6, 2021 • 26min
How The OKR Framework Can Lead To Rapid Results with Tim Meinhardt
Tim Meinhardt is an expert on OKRs. In this special episode, Tim and Jay interview each other on the success they have seen with the OKR framework. This episode will also be broadcast on Tim's OKR centered podcast, OKRs Q&A.

Jan 28, 2021 • 19min
Risk On - Risk Off Report with Michael Gayad
Michael Gayed (The Lead-Lag Report) talks with Jay Coulter of The Resilient Advisor about the markets through his Risk On - Risk Off lens.

Jan 28, 2021 • 31min
Economic Distress and Bullish Themes with Lenore Hawkins
Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. Hawkins, of Tematica Research, talks Gamestop and Pipeline stocks, and economic the economic bright spot for homebuilders.


