Resilient Advisor Podcast

On this episode, I interview Shelly Bykat, CPA and commercial banker Erik Bykat. They are married and have both been living and breathing the PPP program since it launched. Combined, they are a wealth of knowledge on everything about the program and they share what you need to know today based on their experience working with small business owners through this crisis. Follow The ByKats On LinkedIn: Shelly: https://www.linkedin.com/in/bykat/ Erik: https://www.linkedin.com/in/erikbykat/

Note: The audio is a little rough for about 15 seconds in the beginning but then clears up. Dual Momentum is a fascinating strategy. Gary Antonacci is the father of the very popular Global Equities Momentum (GEM) strategy that he lays out in his book Dual Momentum Investing. We discuss the history of momentum investing, the academic research and applications today. Learn more about Gary's work here: https://www.optimalmomentum.com/ Follow Gary on Twitter: https://twitter.com/GaryAntonacci Follow Gary on LinkedIn: https://www.linkedin.com/in/garyantonacci/

Now is a fantastic time to increase your marketing efforts, but there is a right and wrong way to do it. Samantha Russell of Twenty Over Ten and Lead Pilot comes on to share some pure marketing gold. For an extended 30 day trial of Lead Pilot, use the code FREEMONTH here: https://leadpilot.io/why-lead-pilot Follow Samantha on Twitter: https://twitter.com/SamanthaTwenty

Chris Versace of Tematica Research came on the podcast to share his thoughts on the data and earnings reports that are on the horizon. $MCD $CCL $JNJ $BAC $LVS $BLK Follow Chris on Twitter: https://twitter.com/ChrisJVersace

Time segmentation strategies are a great way to mitigate damage for clients during market turmoil. Phil Lubinski & Sheryl O'Connor of Income Conductor came on the show to explain exactly how to use the strategy so that your clients do not make emotional decisions that could hurt their retirement portfolio. Get An Extended Trail Of Income Conductor: www.jaycoulter.com/resilient Don't let your clients ruin their retirement by selling out of the market at the wrong time! Time Segmentation tool can help map out a retirement income strategy to weather this storm and thrive during the next bull market.

Dr. Sarah Fallaw, co-author of 'The Next Millionaire Nextdoor' and President of DataPoints came on the podcast to discuss how psychological tools and risk re-profiling can help you with your clients in this market. Get An Extended Trail Of DataPoints: www.jaycoulter.com/resilient Calm your client's nerves with a simple re-profiling of their risk tolerance leveraging the world's first financial psychology toolkit. Using more than 40 years of data and findings that shaped the best-selling book, 'The Millionaire Next Door.' Connect on Twitter: Sarah: https://twitter.com/sarahfallaw DataPoints: https://twitter.com/DataPts Pick-up A Copy Of The Book: www.thenextmillionairenextdoor.com

Chris Versace & Mark Abssy of Tematica Research came on the podcast to share their thoughts on cyber security, mortgage forgiveness, layoffs, the digital lifestyle, purchase order cancellations and the middle class squeeze. AMZN, COST, WMT, KR, MKC, ADT, AT&T, WM, VZ, NFLX, NRTN, DIS, HBI, AMAT, CMG, NVDA, AXP Follow Chris on Twitter: https://twitter.com/ChrisJVersace Follow Mark on Twitter: https://twitter.com/AbssyMark

Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving through the rest of Europe today and could provide a preview of what we could experience in North America and the rest of the world. We also discuss her views on the historic Fed moves, the challenges with bond ETFs and what fiscal policies should target for relief in the US. Follow Lenore on Twitter: https://twitter.com/EllesEconomy

In this short podcast, I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis. Re-risk Profile Tools: DataPoints: www.datapoints.com Riskalyze: www.riskalyze.com Digital Communication Tools: Snappy Kraken: www.snappykraken.com Lead Pilot: www.leadpilot.io Prospecting Tools Hidden Levers: www.hiddenlevers.com

The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thoughts. Also, hear what is going on from inside Italy as Lenore Hawkins shares her experience during the lockdown as Chris Versace discusses the implications on stocks in this environment.