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:

April 03, 2020 Time Segmentation As A Strategy For Today's Crisis
Time segmentation strategies are a great way to mitigate damage for clients during market turmoil. Phil Lubinski & Sheryl O'Connor of Income Conductor came on the show to explain exactly how to use the strategy so that your clients do not make emotional decisions that could hurt their retirement portfolio. Get An Extended Trail Of Income Conductor: www.jaycoulter.com/resilient Don't let your clients ruin their retirement by selling out of the market at the wrong time! Time Segmentation tool can help map out a retirement income strategy to weather this storm and thrive during the next bull market.
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22min
March 31, 2020 The Millionaire Next Door's Lens On Today's Market Chaos With Dr. Sarah Fallaw
Dr. Sarah Fallaw, co-author of 'The Next Millionaire Nextdoor' and President of DataPoints came on the podcast to discuss how psychological tools and risk re-profiling can help you with your clients in this market. Get An Extended Trail Of DataPoints: www.jaycoulter.com/resilient Calm your client's nerves with a simple re-profiling of their risk tolerance leveraging the world's first financial psychology toolkit. Using more than 40 years of data and findings that shaped the best-selling book, 'The Millionaire Next Door.' Connect on Twitter: Sarah: https://twitter.com/sarahfallaw DataPoints: https://twitter.com/DataPts Pick-up A Copy Of The Book: www.thenextmillionairenextdoor.com
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29min
March 30, 2020 The Tiger King, Digital Lifestyle, Cyber Security & Major Consumer Shifts
Chris Versace & Mark Abssy of Tematica Research came on the podcast to share their thoughts on cyber security, mortgage forgiveness, layoffs, the digital lifestyle, purchase order cancellations and the middle class squeeze. AMZN, COST, WMT, KR, MKC, ADT, AT&T, WM, VZ, NFLX, NRTN, DIS, HBI, AMAT, CMG, NVDA, AXP Follow Chris on Twitter: https://twitter.com/ChrisJVersace Follow Mark on Twitter: https://twitter.com/AbssyMark
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30min
March 23, 2020 Fed Moves, Broken Markets & Life In Italy Today With Lenore Hawkins
Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving through the rest of Europe today and could provide a preview of what we could experience in North America and the rest of the world. We also discuss her views on the historic Fed moves, the challenges with bond ETFs and what fiscal policies should target for relief in the US. Follow Lenore on Twitter: https://twitter.com/EllesEconomy
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30min
March 17, 2020 3 Keys To Crisis Management For Your Practice
In this short podcast, I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis. Re-risk Profile Tools: DataPoints: www.datapoints.com Riskalyze: www.riskalyze.com Digital Communication Tools: Snappy Kraken: www.snappykraken.com Lead Pilot: www.leadpilot.io Prospecting Tools Hidden Levers: www.hiddenlevers.com
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7min
March 16, 2020 Why the Fed’s Sunday Surprise Flopped with Tematica Research
The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thoughts. Also, hear what is going on from inside Italy as Lenore Hawkins shares her experience during the lockdown as Chris Versace discusses the implications on stocks in this environment.
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21min
March 09, 2020 Markets In Panic
What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the circuit breaker and North Korea launching missiles? Lenore Hawkins and Chris Versace of Tematica Research discuss this and more on this episode of The Resilient Advisor.
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37min
February 28, 2020 LIVE from Italy: Is Coronavirus No Major Worry Or A Pandemic? Yes. With Lenore Hawkins
Lenore Hawkins of Tematica Research came on the podcast to give us her 'boots on the ground' assessment on what is going on in Northern Italy. We discuss the social dynamics in Italy with the Corona Virus hanging over the region as well as a deep dive on the short and long-term implications for the markets and global economy.
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21min
February 24, 2020 Stocks Down, Gold & Fear Up - What You Need To Know With Chris Versace (Tactical Market Strategies)
Stocks are under pressure this week and Chris Versace of Tematica Research joins me to discuss tactical strategies and thematic opportunities in the markets.
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19min
February 12, 2020 Defining The Future of Wealth Management With IWI CEO Sean Walters
Sean Walters, CEO of the Investments & Wealth Institute, came on The Resilient Advisor Podcast to discuss a new industry report they released on the future of our industry.
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28min

FAQs about Resilient Advisor:

How many episodes does Resilient Advisor have?

The podcast currently has 261 episodes available.

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