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
Oct 9, 2020 • 17min
Bridging The Generation Gap With Penny Phillips
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her strategies on how to bridge the generational differences on teams today.
Oct 2, 2020 • 24min
Digital Assets, Crypto, Blockchain, And Decentralized Finance with Adam Blumberg
Adam Blumberg is a unique operator in the financial services industry. He has given up his advisory business to focus on educating advisors and the public on cryptocurrencies and the blockchain. In this interview, you will learn why crypto, blockchain and bitcoin can be challenging for financial advisors and what you can do about it.
Sep 29, 2020 • 20min
How To Use Covered Call Strategies In Your Portfolio With Kevin Simpson
Kevin Simpson is the CIO of Capital Wealth Planning, a firm with deep expertise in covered call writing strategies. He came on The Resilient Advisor Show to help financial advisors understand the applications of a covered call strategy in this market. What you will learn: When to use an ETF and when to use a Separately Managed Account for exposure to covered calls. How the Enhanced Dividend Income Portfolio from Capital Wealth Planning is constructed to help drive portfolio volatility mitigation. How the ETF DIVO can be utilized in a 60/40 portfolio. Learn More about the Capital Wealth Planning strategies: Capital Wealth Planning: https://capitalwealthplanning.com The DIVO ETF: https://amplifyetfs.com/divo The EDIP SMA: https://capitalwealthplanning.com/enhanced-dividend-income-portfolio
Sep 10, 2020 • 17min
How To Focus As A Financial Advisor With Penny Phillips
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her simple tricks to help advisors focus.
Sep 3, 2020 • 42min
Crypto Office Hours For Financial Advisors With Tyrone Ross
Tyrone Ross of Onramp Invest is passionate about educating the Financial Advisor community on the world of Crypto. This is the first 'Crypto Office Hours With Tyrone Ross' where my shameless goal is to make this the #1 resource for Financial Advisors on all things crypto.
Aug 20, 2020 • 24min
Advisor Sentiment Survey: Model Portfolios & Coronavirus With Caleb Eplett of YCharts
Advisor attitudes towards model portfolios are changing in the post-crisis world. The YCharts team just released a new survey with some interesting findings. Caleb Eplett came on The Resilient Advisor Show to share their findings. Download the full report here: http://bit.ly/advisormodels Connect With Caleb & YCharts YCharts: www.ycharts.com LinkedIn: https://www.linkedin.com/in/calebeplett YCharts on Twitter: https://twitter.com/YCharts
Aug 19, 2020 • 14min
The Three Types Of Advisors In A Post Crisis World With Penny Phillips
The industry is changing fast. Penny Phillips of Thrivos Consulting comes on The Resilient Advisor Show to share her thoughts on the three types of advisors we will find in the market once the dust settles from this crisis.
Aug 13, 2020 • 26min
Approaching Sales Like A World-class Athlete With Michael St Lawrence
Michael St Lawrence, the founder of SalesGym, is an expert on sales with a deep understanding of the process top-performing advisors use to grow their business. He came on the Resilient Advisor Show to share his insights.
Jul 24, 2020 • 40min
Finding A Margin Of Safety In Today's Markets With Clint Sorenson
Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how difficult it can be to find a 'Margin of Safety' in this market. We discuss the current state of sectors, factors, commodities and especially gold in this environment.
Jul 7, 2020 • 19min
Investing In Mega Trends & Economy 2.0 With Connor O'Brien of O'Shares
The economy is changing rapidly and allocating to the Mega Trends could have a significant impact on your portfolio. O'Shares ETFs President, Connor O'Brien, joins me to discuss several of these trends. We Discuss: -> The "Stay-at-Home" Economy opportunity. -> The "Work-from-Home" revolution. -> How the "Play-at-Home" trend presents investment opportunities. -> The basic structure of the index that the ETF OGIG tracks. Download the O'Shares ETF report: www.oshares.com Bonus: If you liked the ETF Action tool on the broadcast, grab for a free trial: www.etfaction.com
