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 22, 2019 • 9min
How To Become A Financial Planning Centered Advisor (Advisor Growth Series)
Jay Coulter and Jay Hummel discuss how to move financial planning to the center of your practice on this episode of The Resilient Advisor.
Oct 18, 2019 • 7min
BREXIT and Portfolio Allocations To Europe, China & Emerging Markets (Forecast Free Series 10-18-19)
Jay Coulter and Clint Sorenson discuss BREXIT and portfolio allocations to Europe, China & Emerging Markets on this episode of the Forecast Free Series. (10-18-19)
Oct 16, 2019 • 9min
When To Outsource As An Advisor With Jay Hummel (Advisor Growth Series 10-9-19)
On this episode, Jay Hummel of the Wealth Advisor Growth Network and I discuss the pros and cons of outsourcing in our industry.
Oct 9, 2019 • 11min
The Difference Between Growth And Stagnation With Jay Hummel (Advisor Growth Series 10-9-19)
Jay Hummel of the Wealth Advisor Growth Network comes on The Resilient Advisor Podcast for a new featured series called the 'Advisor Growth Series.' Our plan is to bring viewers and listeners short actionable episodes to help advisors grow their business. This episode features a discussion on the difference between growth and stagnation in the industry.
Oct 4, 2019 • 10min
Impeachment, Election Years And Slowing Growth (Forecast Free Series 10-4-19)
Impeachment, Election Year Portfolio Positioning and Slowing Growth with Clint Sorenson CFA, CMT. The Resilient Advisor Podcast "Forecast Free Series" for 10-4-19. #resilientwealth #resilientadvisor
Sep 13, 2019 • 6min
A Look At The Future Of Financial Advice: The XY Planning Network
This week I attended the XY Planning Network's annual conference in St. Louis called XYPNLive and I think that I have seen the future of financial advice. Mentioned in this episode: XY Planning Network Michael Kitces Dr Sarah Fallow of DataPoints Eric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken Bill Winterberg of FP Pad Holistiplan Altruist
Aug 30, 2019 • 22min
The Current State Of Industry Disruption With Tim Welsh
Tim Welsh is the president of Nexus Strategy, one of the top consulting firms in the wealth management industry. I first ran across Tim reading one of his articles so I reached out and found him to have a deep understanding of our industry so I wanted to bring him on the podcast. In this interview, we discuss technological disruptors like AdvicePay, Schwab's $30 subscription service and options for cash. The industry is changing fast, and Tim has a great read on what it going on. Connect With Tim Timothy D. Welsh, CFP® Nexus Strategy, LLC Phone – 415-847-4874 Email – tim@nexus-strategy.com Web – www.Nexus-Strategy.com Twitter - www.twitter.com/NexusStrategy About Tim (From His Website) Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development. Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado. Tim holds the Certified Financial Planner, CFP® designation and is an active member of the Financial Planning Association (FPA), serving in a leadership role on a number of task forces, committees and as a past elected member of the National Board of Directors.
Aug 2, 2019 • 10min
What Is A Bigger Dumpster Fire: The US Economy Or The Lakers?
Jul 19, 2019 • 8min
Commodities Breakout, Earnings, Space Investing & Jim Harbaugh the sore loser vs Urban Meyer the cheater? (Forecast Free Friday 7-19-2019)
Jul 15, 2019 • 15min
Investing In Space; What You Need To Know With Andrew Chanin
Andrew Chanin and Jay Coulter discuss the unique investment opportunities in space. Connect With Andrew Twitter: @ETFwunderkind LinkedIn: https://www.linkedin.com/in/andrew-chanin-2a065462/ ProcureAM's Twitter: @ProcureAM_LLC About Andrew Chanin Andrew Chanin, Co-Founder and CEO of ProcureAM. ProcureAM is a new ETP issuer behind The Procure Space ETF (UFO), the world's first pure-play space ETF. UFO tracks the S-Network Space Index, the first Certified Space Data Product™ to be recognized by the nonprofit Space Foundation. Andrew is "famous" in the ETF industry for launching various successful thematic ETFs, most notably a cybersecurity ETF that surpassed $1 billion in less than a year.
