Resilient Advisor

By Jay Coulter

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. Ja... more

4.6

3131 ratings

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FAQs about Resilient Advisor:

How many episodes does Resilient Advisor have?

The podcast currently has 261 episodes available.

Resilient Advisor episodes:

September 03, 2020 Crypto Office Hours For Financial Advisors With Tyrone Ross
Tyrone Ross of Onramp Invest is passionate about educating the Financial Advisor community on the world of Crypto. This is the first 'Crypto Office Hours With Tyrone Ross' where my shameless goal is to make this the #1 resource for Financial Advisors on all things crypto.
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42min
August 20, 2020 Advisor Sentiment Survey: Model Portfolios & Coronavirus With Caleb Eplett of YCharts
Advisor attitudes towards model portfolios are changing in the post-crisis world. The YCharts team just released a new survey with some interesting findings. Caleb Eplett came on The Resilient Advisor Show to share their findings. Download the full report here: http://bit.ly/advisormodels Connect With Caleb & YCharts YCharts: www.ycharts.com LinkedIn: https://www.linkedin.com/in/calebeplett YCharts on Twitter: https://twitter.com/YCharts
...more
25min
August 19, 2020 The Three Types Of Advisors In A Post Crisis World With Penny Phillips
The industry is changing fast. Penny Phillips of Thrivos Consulting comes on The Resilient Advisor Show to share her thoughts on the three types of advisors we will find in the market once the dust settles from this crisis.
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15min
August 13, 2020 Approaching Sales Like A World-class Athlete With Michael St Lawrence
Michael St Lawrence, the founder of SalesGym, is an expert on sales with a deep understanding of the process top-performing advisors use to grow their business. He came on the Resilient Advisor Show to share his insights.
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27min
July 24, 2020 Finding A Margin Of Safety In Today's Markets With Clint Sorenson
Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how difficult it can be to find a 'Margin of Safety' in this market. We discuss the current state of sectors, factors, commodities and especially gold in this environment.
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40min
July 07, 2020 Investing In Mega Trends & Economy 2.0 With Connor O'Brien of O'Shares
The economy is changing rapidly and allocating to the Mega Trends could have a significant impact on your portfolio. O'Shares ETFs President, Connor O'Brien, joins me to discuss several of these trends. We Discuss: -> The "Stay-at-Home" Economy opportunity. -> The "Work-from-Home" revolution. -> How the "Play-at-Home" trend presents investment opportunities. -> The basic structure of the index that the ETF OGIG tracks. Download the O'Shares ETF report: www.oshares.com Bonus: If you liked the ETF Action tool on the broadcast, grab for a free trial: www.etfaction.com
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20min
June 04, 2020 Growing Your Business Through Corporate Wellness Programs with Rick Kent
he area of 'Financial Wellness' has become a hot topic in financial services, but most programs are not authentic and struggle to really add value. In this interview, Rick Kent shares his vision of how a well built corporate financial wellness programs can help employees, employers and financial advisory firms in a truly and win-win-win collaboration. Rick Kent is the CEO and founder of Merit Advisors and the founder of Mentoro, a corporate financial wellness provider. He is ranked as the #1 advisor at LPL. Merit has $3 billion AUM, 10 offices in 6 states, with 71 employees as well as a $700M+ RIA platform for independent partners.
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29min
May 29, 2020 Quant Models And Coronavirus with Clint Sorenson
Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment framework for building systematic models for all market environments.
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28min
May 21, 2020 Momentum-based Stock Selection With Wes Gray, Ph.D.
Wes Gray, P.h.D. of Alpha Architect comes on to share his thoughts on portfolio construction and the application of value and momentum in security selection.
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53min
May 15, 2020 Rethinking Diversification: What, How & When with Corey Hoffstein
Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In this interview, he articulately lays out his 'What-How-Why' framework for rethinking risk management. We also discuss the history of momentum investing, potential recovery outcomes from our current crisis and how a 'Dimmer Switch' approach to portfolio tilts can improve client outcomes.
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40min

FAQs about Resilient Advisor:

How many episodes does Resilient Advisor have?

The podcast currently has 261 episodes available.

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