

Resilient Advisor Podcast
Jay Coulter, CFP®, CIMA®
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.
Episodes
Mentioned books

Jul 29, 2021 • 11min
Blockchain Report with Dan Weiskopf
This is the first edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space. Topics discussed include: -- China's impact on mining -- ESG mining concerns -- Why active management is important in the blockchain and digital asset space. Dan Weiskopf is a Portfolio Manager at Toroso Asset Management. Learn more about BLOK, the Amplify Transformational Data Sharing ETF: https://www.BLOKETF.com Download the Amplify ETFs BLOK-Chain Monthly report: https://www.blok-chain-monthly.com Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jul 21, 2021 • 18min
Comparing Portfolio Rebalancing Strategies with YCharts
Connor Kitko, Product Marketing Manager at YCharts, comes on the show to talk about comparing portfolio rebalancing strategies. YCharts Report "Comparing Portfolio Rebalancing Strategies": https://www.go.ycharts.com/rebalance Connect with Connor: -- LinkedIn: https://www.linkedin.com/in/connor-kitko/ Learn more about YCharts: -- Website: https://ycharts.com/ -- LinkedIn: https://www.linkedin.com/company/ycharts/ -- Twitter: https://twitter.com/ycharts Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jul 8, 2021 • 26min
DTOX Cleaner Living ETF: ETF Stories
Chris Versace & Lenore Hawkins of Tematica Research come on ETF Stories to talk about the new Amplify ETFs Cleaner Living ETF $DTOX. Learn more about DTOX by visiting https://www.amplifyetfs.com/DTOX Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Chris Versace: --Twitter: https://twitter.com/chrisjversace --LinkedIn: https://www.linkedin.com/in/chrisverace/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jul 6, 2021 • 16min
Risk On - Risk Off with Michael Gayed
Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens. Connect With Michael Gayed: -- Newsletter: https://www.leadlagreport.com -- ETF Think Tank: https://www.etfthinktank.com -- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/ -- Twitter: https://twitter.com/leadlagreport Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jun 29, 2021 • 18min
The Ryan Schrift Story: How I Serve
Ryan Schrift of R.J. Schrift Private Asset Management comes on the Resilient Advisor series How I Serve to talk about the methods and platforms he uses to serve his clients. Connect with Ryan Schrift: Website: http://www.rjschrift.com/ LinkedIn: https://www.linkedin.com/in/ryanschrift/ Twitter: https://twitter.com/RJSchrift Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jun 24, 2021 • 29min
Investing In Cybin With Doug Drysdale - Investment Spotlight
Cybin CEO Doug Drysdale joins Jay Coulter and Chris Versace for this installment of the Investment Spotlight Series from Resilient Advisor. Learn More About Cybin: -- Website: https://www.cybin.com/ -- LinkedIn: https://www.linkedin.com/company/cybin/ -- Twitter: https://twitter.com/CybinInc -- Facebook: https://www.facebook.com/cybinInc Connect with Doug Drysdale: -- LinkedIn: https://www.linkedin.com/in/dougdrysdale -- Twitter: https://twitter.com/insidepharma Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jun 22, 2021 • 23min
Tim Seymour on the Cannabis Investment Opportunity ($CNBS) - ETF Stories

Jun 18, 2021 • 39min
Macro Trends with Lenore Hawkins
Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.

Jun 14, 2021 • 51min
Investment Spotlight with Chris Olson of The Media Trust
About Chris Olson: Chris Olson founded The Media Trust with a goal to transform the internet experience by creating better digital ecosystems to govern assets, connect partners and enable Digital Risk Management. As CEO, Olson drives the company's vision, direction and growth plans. He has more than 15 years of experience leading high tech and ad technology start-ups and managing international software development, product and sales teams. Olson currently serves on the board of the Interactive Advertising Bureau's Advertising Technology Council. He regularly speaks about cybersecurity trends and best practices at industry events, including events hosted by the Financial, Media, and Retail & Commercial ISACs. He earned his B.S. degree in Finance and International Business from Georgetown University and Executive MBA in Finance and Information Systems from the NYU Stern School of Business. Follow Chris on Social: -- LinkedIn: https://www.linkedin.com/in/chris-olson-7a00a03/ -- Twitter: https://twitter.com/3pc_ChrisOlson Learn More About The Media Trust: -- LinkedIn: https://www.linkedin.com/company/the-media-trust/ -- Twitter: https://twitter.com/TheMediaTrust Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jun 10, 2021 • 23min
Fearless Investing & Fintech Adoption with Aaron Klein
Aaron Klein is the Co-Founder and CEO of Riskalyze and one of the strongest advisor advocates in the industry. He comes on the Resilient Advisor Show with Jay Coulter to discuss risk management, building trust and helping clients through risk mitigation and data. Learn about the Riskalyze Methodology: https://www.riskalyze.com/methodology Connect With Aaron Klein -- Twitter: https://twitter.com/AaronKlein --LinkedIn: https://www.linkedin.com/in/aaronklein/ Connect With Riskalyze --LinkedIn: https://www.linkedin.com/company/riskalyze --Twitter: https://twitter.com/Riskalyze Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved


