Resilient Advisor Podcast

Ivan Barretto is a compliance expert who joins me on this episode of The Resilient Advisor Podcast to discuss the important issue of senior vulnerability. Do you know how to identify if your clients are being targeted? As the baby boomers age, there is a large percentage of the population that is at risk. Ivan and I discuss the ways to identify who may be a risk and how to protect them and your business. Connect With Ivan Personal LinkedIn: https://www.linkedin.com/in/ivanbarretto30/ Business: https://www.linkedin.com/company/25040493/ Twitter: https://twitter.com/RIAComplyCEP Instagram: https://www.instagram.com/riacomplianceconcepts/ Facebook: https://www.facebook.com/RIAComplianceConcepts

Dan Raykhman is the CEO of Fungible Network which is building a platform for issuing asset-backed crypto tokens. On this podcast we discuss: 1. Why cryptocurrencies are revolutionary? 2. What is tokenization? 3. Why do assets need to be tokenized? 4. What is the legal landscape of tokenization? 5. How does Fungible works? 6. What is the most exciting part of Tokenization? Think of this episode as crypto 101 for financial advisors and investors. Connect with Dan LinkedIn: www.linkedin.com/in/danraykhman Website: Fungible.Network

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. On this podcast, we discuss how financial advisors who want to grow can leverage digital techniques for their prospecting efforts. We take a high-level view of a series that he produced with his partner Kirk Lowe on their podcast - The 7 Dynamic Digital Prospect Techniques: Link. Connect With Matt: LinkedIn: https://www.linkedin.com/in/matthallorantam Website: http://topadvisormarketing.com/ About Matt Matt got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client's biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence. Matt's first book "The Social Media Handbook for Financial Advisors" available on Amazon was a big hit. He's been leading the social wave in financial services for years – teaching top advisors how to be human in an oftentimes inhuman industry. His second book "99 best ideas", was an Amazon bestseller and is filled with marketing ideas. In his list of accomplishments, Matt has served in the Navy, is a trained therapist, been a radio host, and worked as a financial professional too. Matt's breadth of hands on experience positions him superbly to help financial professionals build the marketing side of their practices. He's been there, done that and has the T-Shirt. Matt is married with two twin teenage boys. They are avid swimmers. Oh, and Matt's dogs are a big ole St. Bernard and a rescue pitbull mix named Luke (after the Jedi).

The first half of the year presented investors with some real challenges. If you are not familiar with the Resilient Investing philosophy, we do not forecast or make predictions of any type. Forecasting is a game that can't be won. We simply observe market outcomes to see if our system for long-term investment results is still working as designed.

Mark Yusko is the CEO and CIO of Morgan Creek Capital Management. He is quickly becoming a thought leader on Blockchain and all its applications. In this interview we discuss: How ICO's work. Security Tokens 101. Moving from the analog age into the digital age. Tokenizing the real assets. 14-year technology cycles. Implications to the financial advisory business. How Blockchain will actually create new jobs. Why the Blockchain ETF's may not provide the exposure you are looking for today. Why owning the companies that support Blockchain makes sense. Connect With Mark Twitter: @MarkYusko Website: www.morgancreekcap.com About Mark (From his website) Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of the Investment Committee of the Morgan Creek Foundation.

Does your advisory business have enterprise value? Larry Miles of AdvicePeriod shares his three keys drivers that help financial advisors build enterprise value. Connect With Larry LinkedIn: https://www.linkedin.com/in/larry-miles-67a04221/ AdvicePeriod Twitter: https://twitter.com/adviceperiod Websites: http://www.adviceperiod.com, http://ap4advisors.com About Larry Larry Miles is a Principal at AdvicePeriod, a firm whose mission is to reinvent wealth management. His primary focus is providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence. Over a nearly two decade career, Larry has developed a wealth of leadership and business development experience across national market management, coaching, and professional growth. His teams have won "#1 Best Place to Work in Los Angeles" two different years at two different companies—the only leader to ever accomplish this. Prior to joining AdvicePeriod, Larry was President of BNY Mellon's largest Western Region. Larry started his career as an executive of a large independent RIA, where he facilitated a successful sale of that business to City National Bank. Larry earned a BA from Amherst College, a Master of Science from the London School of Economics, and is a member of Young Presidents Organization. He was named to InvestmentNews' 40 Under 40 list last year, and is authoring a book on how to build the professional service firm of the future, due out later this year.

On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future. We discuss the benefits to RIA's and potentially breakaway advisors. The bottom line.....LEVERAGE. If you are struggling to grow your business, this episode will walk through how you could leverage a TAMP to outsource the functions that are most likely taking up most of your time. Connect With Clint LinkedIn: www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/ Twitter: @clint_sorenson Website: http://wealthshield.co About Clint Clint helps advisors develop and manage proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis. He holds the Chartered Market Technician and Chartered Financial Analyst professional designations. Clint is a co founder of WealthShield and Emerald Investment Partners, LLC. He earned a bachelor's degree from the University of North Carolina-Chapel Hill. Clint is also a board member of the CFA Society North Carolina and the Market Technicians Association's.

Professor Jamie Hopkins joins me for this episode to discuss how financial advisors can build a model to help clients 'rewire' the way they think about and manage retirement income. We discuss retirement income literacy and the implications for financial advisors. His new book, Rewirement: Rewiring The Way You Think About Retirement!, recently hit the bookshelves. Interesting Note: Clients without advisors are MORE literate about retirement income than those with financial advisors. Why? We also discuss the RICP® designation and process for obtaining it. Jamie helped create this program so he is able to provide a deep view into the designation. Interesting Note: Last year the RICP® had more registrations than the CLU. 11,000 advisors are enrolled today! Link: https://www.theamericancollege.edu/designations-degrees/RICP Connect With Jamie Website: hopkinsretirement.com Twitter: @retirementrisks About Jamie (From the American College website) Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®, is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The College. Teaching courses in retirement, estate planning, and life insurance, he has educated thousands of financial services professionals and continues to move the needle for retirement income planning. Professor Hopkins is recognized as one of the leading retirement planning experts in the United States and, in 2015, was selected by InvestmentNews for its list of the top 40 financial services professionals under the age of 40. Professor Hopkins has also contributed numerous articles for periodicals including Villanova Law Review, Nebraska Law Review, and Hastings Science & Technology Law Journal, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association. Professor Hopkins received his Bachelor of Arts degree in political science at Davidson College. He then attended Villanova University School of Law, where he obtained his JD and graduated with honors. He later received his MBA from the Villanova University School of Business. Professor Hopkins also holds an LLM from Temple University and two financial planning designations from The American College: the Chartered Life Underwriter® (CLU®) and Retirement Certified Professional® (RICP®).

Leadership expert Elizabeth McCourt comes on the podcast to share her thoughts on how financial advisors can become better leaders. Connect With Elizabeth Website: http://www.mccourtleadership.com Email: elizabeth@mccourtleadership.com Facebook: www.facebook.com/mccourtleadership Twitter: https://twitter.com/ecmccourt Instagram: https://www.instagram.com/rizabiz LinkedIn: https://www.linkedin.com/in/elizabethmccourt