Resilient Advisor Podcast

On this episode, I interview divorce expert Carol Lee Roberts. We discuss the 5 Major Pitfalls advisors need to consider when a client is going through a divorce. Carol is the President of the Institute for Divorce Financial Analysts. Connect With Carol Lee Twitter: https://twitter.com/InstituteDFA LinkedIn: https://www.linkedin.com/company/institute-for-divorce-financial-analysts-/ Facebook: https://www.facebook.com/InstituteDFA/ Website: institutedfa.com Email: CLRoberts@Institutedfa.com About Carol Lee Carol Lee is the current President of the Institute for Divorce Financial Analysts and brings over 30 years of experience in the financial services industry to this position. She holds the Certified Financial Planner and Certified Divorce Financial Analyst designations. Carol Lee has an undergraduate degree from Augustana College and a Master's Degree in Financial Planning from DePaul University. As the Director of the Office of Professional and Continuing Education at DePaul University, her Financial Planning Education Center had the third largest Financial Planning Certificate program in the country. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, DC. As President of IDFA, she has seen the number of certificants in both Canada and US grow substantially and hosts an annual conference that continues to grow significantly year over year. Carol Lee authored the Tools & Techniques book, Divorce Planning, and is the editor of the Divorce Survival Guide as well as the CDFA program materials.

The model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the podcast to discuss this evolution and the complications in this space for financial advisors. BONUS: He provided listeners with a great offer. If you choose to subscribe to YCharts, he is offering a 20% discount just for referencing The Resilient Advisor podcast. Make sure you sign-up for a free trial and see if it could help your business. www.ycharts.com Note: This is NOT an affiliate link. Connect With Sean: LinkedIn: https://www.linkedin.com/in/sean-brown-6266673/

Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.

Are you struggling with what to do with your fixed income allocations? Most advisors are looking for answers. Clint Sorenson CFA, CMT and I discuss advisor options including Invesco US Bulletshares.

Frank Agin is a Professional Networking expert. He came on the podcast to discuss his top strategies and tactics that he coaches Financial Advisors to use in their practice. Connect With Frank: LinkedIn: https://www.linkedin.com/in/frankagin/ Twitter: https://twitter.com/frankagin Website: http://www.frankagin.com/ AM Spirit: https://www.amspirit.com/

'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets. Today's Topics: Domestic outperformance since 2010 International PE (TTM) divergence Emerging Markets Domestic Bias Recency Bias