Resilient Advisor Podcast

he area of 'Financial Wellness' has become a hot topic in financial services, but most programs are not authentic and struggle to really add value. In this interview, Rick Kent shares his vision of how a well built corporate financial wellness programs can help employees, employers and financial advisory firms in a truly and win-win-win collaboration. Rick Kent is the CEO and founder of Merit Advisors and the founder of Mentoro, a corporate financial wellness provider. He is ranked as the #1 advisor at LPL. Merit has $3 billion AUM, 10 offices in 6 states, with 71 employees as well as a $700M+ RIA platform for independent partners.

Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment framework for building systematic models for all market environments.

Wes Gray, Ph.D., founder of Alpha Architect and a pioneer in quantitative investing, shares his insights on portfolio construction. He discusses the shift from traditional stock picking to a data-driven approach, emphasizing the advantages of momentum investing over growth strategies. Drawing parallels between poker and investment, he highlights the importance of critical thinking. Additionally, he navigates the complexities of lookback periods in trading and stresses the need for transparency and education in finance.

Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In this interview, he articulately lays out his 'What-How-Why' framework for rethinking risk management. We also discuss the history of momentum investing, potential recovery outcomes from our current crisis and how a 'Dimmer Switch' approach to portfolio tilts can improve client outcomes.

Kevin Simpson of Capital Wealth Planning comes on the podcast to share his thoughts on covered call strategies.

Today many advisors are faced with a decision about their business. Do you transition into a Virtual Advisor or try and wait out this crisis in hopes that things will return to the way they used to be. Brad Johnson is the host of the popular The Elite Advisor Blueprint® podcast and VP of Advisor Development at Excel Advisors. At the beginning of the crisis, Brad built a private Facebook group simply to help advisors who wanted to make the transition to virtual an easier proposition. He has brought in best-in-class presenters to teach group members about what it takes to make it as a virtual advisor.

On this episode, Jay Hummel of the Wealth Advisor Growth Network comes on to share his thoughts on taking action during this crisis. He also shares how his firm was able to execute a very successful transition during this pandemic with Elk River Wealth Management.

On this episode Coach Joe Lukacs comes on the podcast to share his strategies for playing offense during this crisis. Joe is an expert on advisor mindset. If you feel stuck with everything going on today, this episode is for you. Follow Coach Joe On Social Media: LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Twitter: https://twitter.com/CoachJoeLukacs

Lenore Hawkins of Tematica Research came on the podcast to give us an update on life in Italy and her thoughts on the macroeconomy. We also discuss some of the potentially positive things she sees coming out of this crisis. Lenore also plays my new game, JUST ONE STOCK, where guests are asked what stock they would select today if they had to pick one stock to allocate their whole portfolio to. Tematica Research: www.tematicaresearch.com $SPY $DIA $OLED Follow Lenore on Twitter: https://twitter.com/EllesEconomy

Mike Akins of ETF Action comes on the show to discuss his strategies for leveraging ETFs to identify stocks for portfolio construction. Learn more about ETF Action and take advantage of their expanded 30-day trial: https://www.etfaction.com