Resilient Advisor Podcast

Jay Coulter, CFP®, CIMA®
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Mar 3, 2017 • 26min

Issues To Consider When Breaking Away

The decision to breakaway from your firm is never an easy one. Is the grass really greener? Have you considered all of the new roles and responsibilities that will need to be filled? Are your compliance and regulatory filings inline for a move? On this episode of The Resilient Advisor Podcast we discuss these 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.
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Feb 15, 2017 • 19min

How A Cyber Attack Could Ruin Your Business

This episode of focuses on the dangers of a cyber attack. It could literally destroy your business and credibility. I interview Jonathan DeCollibus, who is the CEO of BravoSec.com. We also talk a little about the dangers that can be found on your phone, tablet and home computer. Jonathan's firm is the nation's only cyber security firm that works exclusively with RIAs. BravoSec.com is a boutique cyber security firm, taking on only a handful of clients every year in the RIA space and serving them with the highest security available today, closing the gap for RIAs between compliance requirements and actual security.
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Feb 2, 2017 • 21min

10 Year NFL Veteran Jon McGraw on Building A Performance Mindset

10 year NFL veteran Jon McGraw comes on the podcast to discuss success, happiness and building a 'Performance Mindset.' He is the co-founder of Vision Purse, a mental skills training company focused on helping sport organizations and corporate organization leverage the most current performance enhancement methods.
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Jan 25, 2017 • 40min

Resilience & Redemption with Olympian Suzy Favor Hamilton

If you are not familiar with Suzy's story, she was is a three-time olympic track and field star. She went on to become a spokeswoman for Disney and then started moonlighting as a high priced escort in Las Vegas. Once she was exposed it became tabloid fodder and her career appeared ruined. She has told her story on Dr. Phil and ABC's 20/20 and her new book, Fast Girl, is a New York Times best seller. This interview was originally recorded for The Conquer Worry Podcast and instantly became one of the shows most popular episode, having been downloaded in over 90 countries. I reached out and asked her if I could share this interview on this new Financial Advisor focused podcast and she was all for it and that is because it is a story of mental resilience and professional redemption. This is a story of resilience. Personal and professional resilience.
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Jan 18, 2017 • 6min

Introducing The Resilient Advisor Podcast

The Resilient Advisor Podcast is focused on helping Financial Advisors build resilience in their business and personal life. Hosted by CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® Jay Coulter.

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