Advisor Success Series

On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive background in financial services; coaching advisors and teams. Brian discusses ProAdvisors' keys to success for advisors and how they approach problem areas to bring the most out of any practice.

For your free MindScan review- Text 79-79-79, or email Brian directly at [email protected] !

https://proadvisorcoach.com/

In this episode, we sit down with Hardeep Walia, founder and CEO of Motif. Hardeep discusses Motif's approach for applying artificial intelligence, natural language processing, and deep data analytics to build global thematic indices tied to the Next Wave of Innovation. This podcast highlights the increased systematization of the asset management industry by advancements in artificial intelligence and big data processing.

In this episode, Rich Farr, Chief Market Strategist at Merion Capital Group, shares his latest market and macroeconomic outlooks. Listen to why Rich is cautious in the near-term about stocks and credit pricing. Although he is not forecasting a recession, he believes gold and cash are preferable to taking on further equity and fixed income risk.

On this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied to China's growing economy. Brendan also shares some counterpoints to some bear market arguments concerning China's sensitivity to a slowdown in global trade activity and China's ability to manage its significant debt levels.

On this episode, Ben Lavine sits down with Phil to discuss his perspectives on some of the hot issues facing the markets as well as how an independent ETF provider can remain competitive in a sea of big box providers.

On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession planning, and technology. To learn more about IncomeConductor, visit- https://www.incomeconductor.com/

We are pleased to be joined by Larry McDonald, New York Times bestselling author and CNBC contributor. Larry is the founder of 'The Bear Traps Report', an investment newsletter focused on Political and Systemic Risk with actionable trade ideas and Macro perspective. We discuss with Larry some of the hot macro investment topics covering China, Brazil, Brexit, the U.S. Federal Reserve, reflation versus recession, and the state of the fixed income markets. Larry also reveals where he believes the next bear market will likely emerge from.

https://www.thebeartrapsreport.com/

On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner.

Check him out here: https://www.fppathfinder.com/

As an added bonus, Mike sent over a couple of samples Here and Here.

We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors. Matt shared with us some new research into sector-based investing from their business cycle analysis, using the Conference Board's Leading Economic Indicators (LEI).