Resilient Advisor Podcast

Charles Sherry is a financial writer, analyst and speaker who is an expert on the topic of leveraging communication to increase advisor visibility. On this podcast we go deep on client communications issues during periods of market volatility. He is is a regular contributor to popular Horsesmouth blog and he brings almost 25 years of industry experience, including six years authoring the highly-rated Schwab Market Update. Connect With Charles LinkedIn: https://www.linkedin.com/in/charlessherry/ Twitter: https://twitter.com/CharlesSherry Blog: https://www.financialjumble.com/blog/ Facebook: https://www.facebook.com/financialjumble/

Ellen Rogin, CPA, CFP® comes on this episode of The Resilient Advisor Podcast to discuss how she grew her business through referrals with her philosophy of 'Generosity' as a currency. She is a Financial Advisor, Speaker, Money Expert and NY Times Best Selling Author. She is a host of Horsesmouth Advisor Radio and she has been regularly quoted in The New York Times, Money, Time.com, Forbes.com, The Huffington Post, and US News and World Report. Connect With Ellen Facebook: https://www.facebook.com/AbundanceActivist Twitter: https://twitter.com/ellenrogin Youtube: https://www.youtube.com/user/ellenrogin LinkedIn: https://www.linkedin.com/in/ellenrogin/ About Ellen Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. A top producing financial advisor, Ellen is a nationally-known expert on building wealth. She speaks across the country on creating success and abundance. Chock full of "left-brain" credentials (MBA, CPA, CERTIFIED FINANCIAL PLANNER™), Ellen also walks on the "right" side, balancing values, big picture ideas, meditation and a sense of humor with all her professional training. She is as comfortable talking about the power of compound interest as she is the power of belief. Ellen and her work have been quoted in such national publications as The New York Times, Money, Time.com, Forbes.com, The Huffington Post, and US News and World Report. Ellen is a regular contributor to Horsesmouth® and a host of Horsesmouth Advisor Radio. Ellen is founder and president of Strategic Financial Designs Inc., a wealth management firm in Northfield IL, and serves on the Board of Directors for Metropolitan Capital Bank in Chicago and The Ghana Scholarship Fund.

Brett Danko is an industry veteran who has seen it all. He comes on the podcast to discuss why a financial advisor should NOT go out on their own. He has seen the bad outcomes, as well as the good. His insights should be informative to anyone considering a move. His deep experience training thousands of CFP® professionals (myself included!) and running is own national RIA allows him to provide a robust 360 degree view. Connect With Brett LinkedIn: Link Website: https://brettdanko.com Main Street Financial Solutions: www.msfsolutions.com Twitter: @BrettDankoCFP About Brett Brett's not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC(link is external), where he manages and advises his own clients. Brett's advice and feedback is rooted in real world, real time experience. Brett doesn't just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions. A dynamic speaker and entertaining teacher(link is external), his insights and instruction will be your best preparation for taking the CFP Board Exam. If you already have your CFP certification, he provides the kind of real world support you need through his online Continuing Education and fosters your knowledge to help drive your business to the next level. Not only is his instruction and feedback informative and noteworthy, Brett is also easily accessible to his students. By signing up for his classes or audio updates, you will have his cell phone number and his e-mail address, giving you the individual feedback you need to better your career and your business. Brett's live courses include - Brett Danko as your personal instructor Course material updated for every cycle of the exam. This is not true for some competitors who print in bulk use the material over a series of exams. Pricing is inclusive of all materials. If you do need to retake the review course we charge you only our cost – no profit. For students who do not pass the CFP Board Exam, Brett personally follows up with a review of the results and an individualized strategy for next steps. If you want the best instruction from the best teacher and the support and guidance you need to make your career the best it can be, partner with Brett Danko today.

Mark Parrott is the author of Meta-Trends And The Next Economy and a financial advisor with a very unique and insightful approach to the business, the economy and adding value to small business owners. Mark and Jay Coulter discuss: The value of created Intellectual Property in your practice. How the Certified M&A Advisor designation changed his value proposition to clients and prospects. The Alliance of Certified M&A Advisors. How Financial Advisors can add 'Extreme Valuation' to their practice. How to target small businesses with $5-20 million dollars in revenue with a unique approach that gets results. How to build a countercyclical revenue stream in your practice. Connect With Mark Twitter: @meta_trends LinkedIn: @businessownercoach About Mark (From his website) Mark C. Parrott is a wealth manager and financial advisor specializing in helping business owners and families prepare for and enjoy their retirement. A 24-year financial-services industry veteran, Mark is a retirement-planning expert with extensive experience in investment-portfolio design, wealth-distribution strategies, income- and estate-tax planning, and mergers and acquisitions. Mark joined Creative Retirement Planning, Inc., in 1996, after spending te early part of his career at Merrill Lynch. Today he is instrumental in serving clients across the country. Mark earned a Baccalaurate Degree in Finance in 1989 at State University of New York New Paltz. He also has a certificate in Investment Decisions in Behavioral Finance from the Harvard Kennedy School of Government and became a Certified Mergers-and-Acquisitions Advisor at DePaul University.

Christopher Music came on the podcast to discuss his work through The Econologics Institute and how he serves private practice professionals through his RIA. Any financial advisor who wants to take their business to the next level will find valuable ideas and strategies in this wide-ranging interview. Econologics and the Econologics Institute What is a Private Practice Millionaire? The 3 Roles of a true business owner: Technician - Be good at what you do Executive - Managing people with a common purpose Owner - Own your economic well being Maxims of a Private Practice Millionaire

J.R. Rieger is the Global Head of Fixed Income Indices at S&P Dow Jones Indices. He joins me on the podcast to discuss: Active vs Passive fixed income challenges and opportunities Fixed maturity date ETF's Munis vs Corporates in a rising interest rate environment Individual bonds vs Mutual Funds vs ETFs

Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice and accounting firms. There are 50 potential buyers for every seller in the market. Phil and Jay Coulter discuss current M&A trends that you need to know if you are considering a transaction this year.

Julie Littlechild is a client engagement expert and industry thought leader. On this episode of The Resilient Advisor Podcast, Jay Coulter interviews Julie to get her thoughts on how financial advisors can increase their client engagement in this environment. How financial advisors should change their approach to engage with clients. Research shows that clients are satisfied. Why should advisors change? What fundamental change needs to happen today? What trends are driving engagement now? Connect With Julie Twitter: @jlittlechild LinkedIn: https://www.linkedin.com/in/julielittlechild Blog: www.absoluteengagement.com/blog Email: jlittlechild@absoluteengagement.com Website: www.absoluteengagement.com About Julie Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future. Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years. Prior to founding Absolute Engagement, she launched and ran one of the industry's leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released in January, 2017. Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.

What We Discuss: What exactly are Alexa 'Skills.' How financial advisors can use the platform to stay connected with clients and prospects. Privacy & security issues with Amazon and Alexa. 63% of households are Amazon Prime members. It is a market that presents a 'first mover' advantage for financial advisors. FP Pad Skill: www.fppad.com/alexa Subscribe to Bill's newsletter to learn how to build your own Alexa Skill: www.fppad.com/subscribe Connect With Bill Website: fppad.com Echo Flash Briefing: www.fppad.com/alexa LinkedIn: @billwinterberg Twitter: @billwinterberg About Bill (From his website) Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is probably the only fintech vlogger in the United States (see the YouTube channel) and is widely recognized as an independent authority on the subject of technology in financial services. Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a Registered Investment Adviser. In 2014, Bill was recognized as a 40 Under 40 Honoree by InvestmentNews. He was also named to the 2013 IA 25 list of the most influential people in the financial services profession by Investment Advisor Magazine. Bill is the host of FPPad Bits and Bytes, a weekly video broadcast covering technology news and information for financial professionals. He is a sought after keynote speaker who provides an objective and unbiased perspective of technology trends in the industry. Bill provides technology commentary for the Journal of Financial Planning and was the monthly technology columnist for Morningstar Advisor. Prior to entering the financial services industry, Bill was an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys. Bill lives in Atlanta, GA with his wife and seven-year old son.