Resilient Advisor Podcast

My guest on this episode is Russ Rausch of Vision Pursue. Russ and his team consult with professional athletes, coaches and corporate organization. He teaches his clients how to improve performance by changing the way they think. What We Discuss: We all carry an 8-1 'Negativity Ratio' with our thoughts. This impacts performance. How to train your brain to influence your thoughts via an understanding of the chemical reaction in your brain. The Four Elements 1. Expectations, Judgement and Control 2. Emotions 3. Identity & Purpose 4. Mindfulness & Meditation The Visions Pursue SEE Model Separate Embrace Evaluate How Phil Jackson, John Wooden and Nick Saban focus on the PROCESS, not the RESULT. Learn More About Vision Pursue's Training & App: www.VisionPursue.com About Russ Rausch Russ is an executive with over 16 years of C-Level experience with companies in the hedge fund and technology sectors. Before VP, Russ was the COO of the hedge fund Emil van Essen in Chicago. He was also part of the executive team that took the trading software firm, Trading Technologies, Inc. (TT), from a 20-person startup to a successful 650-person global company as CFO, Head of Global Support, and EVP of Global Buyside Sales.

What we discuss: Gallup Strengths Finder: www.gallupstrengthscenter.com Kolbe A Assessment: http://m.kolbe.com/aindex Kristin's New Course: 8 Weeks To Elevate Your Practice: http://andreegroup.com/ElevateWebinarSignUp Watch The Video About Her Course: Link Connect with Kristin: Website: http://andreegroup.com Social Media Facebook: @andreegroup Twitter: @andreegroup Instagram: @andreegroup LinkedIn: @kristinandree

Partnering with the right wholesaler can bring tremendous value to an advisory practice. Industry veteran Rob Shore of Wholesaler Masterminds® comes on the podcast to discuss how a financial advisor can determine if they have established a truly impactful partnership with their key wholesalers.

Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition. Connect With Linda Website: cma.consulting Email: lwillis@cma.consulting LinkedIn: www.linkedin.com/in/lindareidwillis

Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition Consultant Aaron Hasler of www.aaronhasler.com comes on the podcast to share some of his expertise on this important topic. Connect with Aaron Website: www.aaronhasler.com LinkedIn: Link

I have found podcasting incredibly helpful in both my professional and non-profit efforts. It is an incredible platform that allows you to connect with people and build your brand. Kirk Lowe is an expert at building financial advisor marketing strategies and he is a big advocate of podcasting. On this episode we discuss the Top 10 Reasons Financial Advisors Should Start A Podcast. Kirk's podcast with Matt Halloran: www.topadvisormarketing.podbean.com/

Tom Lydon is one of the best known ETF experts today. On this podcast we discuss some of the larger issues facing Financial Advisors today when allocation to ETFs. Smart Beta vs Factor Strategies. What does a zero cost ETF look like? Are ETF Strategists necessary today? The pros and cons of using fixed income ETFs. The current market for dividend focused ETFs. Are Robo Advisors really a threat to the traditional model. What will the market for mutual funds look like in 5 years?

On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients…...which is always a popular topic in this community! We discuss how top Financial Advisor are del eloping deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.' A little background John: Founder of Triple R Media, Inc - www.triplermedia.com Publisher of Life Refined Magazine - www.liferefinedmagazine.com Former executive at Google Connect With John ​Twitter: @LifeRefinedMag LinkedIn: @JohnFrankot

Without a succession plan, you are inviting a business and financial catastrophe. Your heirs will not maximize your years of hard work. You need a plan. ASAP! On this episode of The Resilient Advisor Podcast we discuss this issues and more with Attorney Joel Beck of The Beck Law Firm. Joel's practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.

Have you had a client close their account because a competitor presented them with the latest Managed Futures Fund with a great 'track record?' Has a client moved their business because they decided that they could trade futures contracts and generate better returns than you? Are you constantly discouraged by the underperformance of your ETF allocation to commodities? On this episode of The Resilient Advisor I discuss these issues with 20 year trading veteran John Farley, who is the Volatility Portfolio Manager with Emil van Essen, LLC.