Resilient Advisor Podcast

Jay Coulter, CFP®, CIMA®
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Mar 9, 2020 • 36min

Markets In Panic

What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the circuit breaker and North Korea launching missiles? Lenore Hawkins and Chris Versace of Tematica Research discuss this and more on this episode of The Resilient Advisor.
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Feb 28, 2020 • 20min

LIVE from Italy: Is Coronavirus No Major Worry Or A Pandemic? Yes. With Lenore Hawkins

Lenore Hawkins of Tematica Research came on the podcast to give us her 'boots on the ground' assessment on what is going on in Northern Italy. We discuss the social dynamics in Italy with the Corona Virus hanging over the region as well as a deep dive on the short and long-term implications for the markets and global economy.
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Feb 24, 2020 • 18min

Stocks Down, Gold & Fear Up - What You Need To Know With Chris Versace (Tactical Market Strategies)

Stocks are under pressure this week and Chris Versace of Tematica Research joins me to discuss tactical strategies and thematic opportunities in the markets.
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Feb 12, 2020 • 27min

Defining The Future of Wealth Management With IWI CEO Sean Walters

Sean Walters, CEO of the Investments & Wealth Institute, came on The Resilient Advisor Podcast to discuss a new industry report they released on the future of our industry.
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Feb 10, 2020 • 19min

Update On The Current Earnings Season With Chris Versace (Tactical Market Strategies Series)

Chris Versace of Tematica Research comes on to discuss the current earnings season so far and this week's economic data. $HLT $MMYT $AMAT $CSCO $BABA
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Feb 4, 2020 • 13min

What I Learned Producing 100 Industry Podcasts

Jay Coulter reflects on the first 100 episodes of The Resilient Advisor Podcast. "I was fortunate in that I was early to the podcast game in our industry. It enabled me to connect with experts and thought leaders that otherwise would not have returned my call! Our syndication on AdvisorHub.com further expanded the audience and now we are broadcasting live on LinkedIn, Twitter, Facebook and Youtube. The goal of each episode has always been the same; Deliver high-value content in about the same amount of time as the average commute or workout. I have learned a great deal from some of the industry's top thought leaders and performers. I hope that you have as well."
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Jan 31, 2020 • 24min

Driving Returns Through A Clean Living Theme With Lenore Hawkins & Chris Versace

Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural shift? Should you pay attention? Stocks Discussed: BYND, TSLA, OI, TREX, SFM, CMG, AMZN
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Jan 29, 2020 • 22min

How To Quickly Become A Micro Influencer With Matt Halloran

Matt Halloran of Top Advisor Marketing shares his strategies for becoming a micro-influencer. Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author of "The Social Media Handbook for Financial Advisors" and co-host of the podcast Top Advisor Marketing. Matt's previous appearance on the podcast: https://www.jaycoulter.com/post/halloran
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Jan 27, 2020 • 14min

Coronavirus And The Markets With Chris Versace (Tactical Market Strategies Series)

Which stocks and sectors could see the most pressure today with Coronavirus spreading? Chris Versace and I discuss on this episode of Tactical Market Strategies on The Resilient Advisor Podcast. Follow Chris on Twitter: @ChrisJVersace $DIS $SBUX $WYNN $MGM $LVS $AAL $UAL $JBLU $LUV $RCL $NCLH $HLT $MAR
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Jan 22, 2020 • 24min

How To Achieve Better Results With Improved Client Communication

YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a Financial Advisor Communications Framework that the YCharts team has developed. Download The Report Here: http://bit.ly/advisorcomms Sign-up for a YCharts Trial: http://bit.ly/ychartstrial Topics Discussed: The three major insights from the study. Your clients do not feel engaged. Your clients want personalized communications. Your success can be directly impacted by your communications strategy. What can be done about it? Commit to a cadence. Create new touchpoints and opportunities. Serve some clients champagne, others sparkling water. Hone in on understanding your clients and their goals. Connect With Sean & YCharts Sean's LinkedIn: https://www.linkedin.com/in/sean-brown-6266673/ Sean's Twitter: https://twitter.com/Sean_YCharts YCharts LinkedIn: https://www.linkedin.com/company/ycharts/ YCharts Twitter: https://twitter.com/YCharts

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