Resilient Advisor Podcast

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

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3131 ratings

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FAQs about Resilient Advisor Podcast:

How many episodes does Resilient Advisor Podcast have?

The podcast currently has 263 episodes available.

Resilient Advisor Podcast episodes:

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
February 10, 2020 Update On The Current Earnings Season With Chris Versace (Tactical Market Strategies Series)
Chris Versace of Tematica Research comes on to discuss the current earnings season so far and this week's economic data. $HLT $MMYT $AMAT $CSCO $BABA
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19min
February 04, 2020 What I Learned Producing 100 Industry Podcasts
Jay Coulter reflects on the first 100 episodes of The Resilient Advisor Podcast. "I was fortunate in that I was early to the podcast game in our industry. It enabled me to connect with experts and thought leaders that otherwise would not have returned my call! Our syndication on AdvisorHub.com further expanded the audience and now we are broadcasting live on LinkedIn, Twitter, Facebook and Youtube. The goal of each episode has always been the same; Deliver high-value content in about the same amount of time as the average commute or workout. I have learned a great deal from some of the industry's top thought leaders and performers. I hope that you have as well."
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14min
January 31, 2020 Driving Returns Through A Clean Living Theme With Lenore Hawkins & Chris Versace
Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural shift? Should you pay attention?

Stocks Discussed: BYND, TSLA, OI, TREX, SFM, CMG, AMZN
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24min
January 29, 2020 How To Quickly Become A Micro Influencer With Matt Halloran
Matt Halloran of Top Advisor Marketing shares his strategies for becoming a micro-influencer. Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author of “The Social Media Handbook for Financial Advisors” and co-host of the podcast Top Advisor Marketing. Matt's previous appearance on the podcast: https://www.jaycoulter.com/post/halloran
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22min
January 27, 2020 Coronavirus And The Markets With Chris Versace (Tactical Market Strategies Series)
Which stocks and sectors could see the most pressure today with Coronavirus spreading? Chris Versace and I discuss on this episode of Tactical Market Strategies on The Resilient Advisor Podcast. Follow Chris on Twitter: @ChrisJVersace $DIS $SBUX $WYNN $MGM $LVS $AAL $UAL $JBLU $LUV $RCL $NCLH $HLT $MAR
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15min
January 22, 2020 How To Achieve Better Results With Improved Client Communication
YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a Financial Advisor Communications Framework that the YCharts team has developed. Download The Report Here: http://bit.ly/advisorcomms Sign-up for a YCharts Trial: http://bit.ly/ychartstrial Topics Discussed: The three major insights from the study. Your clients do not feel engaged. Your clients want personalized communications. Your success can be directly impacted by your communications strategy. What can be done about it? Commit to a cadence. Create new touchpoints and opportunities. Serve some clients champagne, others sparkling water. Hone in on understanding your clients and their goals. Connect With Sean & YCharts Sean's LinkedIn: https://www.linkedin.com/in/sean-brown-6266673/ Sean's Twitter: https://twitter.com/Sean_YCharts YCharts LinkedIn: https://www.linkedin.com/company/ycharts/ YCharts Twitter: https://twitter.com/YCharts
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25min
January 13, 2020 How To Leverage Thematic Investing With Lenore Hawkins and Chris Versace
This is the first installment of a new project called the 'Thematic Investing Series.' My partners in this project are Chris Versace and Lenore Hawkins of Tematica Research. In this episode we discuss the concept of thematic investing and several current themes including #5G #WiFi6 $COST $WMT $LC $LB $BBBY $M $AMZN. Connect With The Guests Lenore: www.twitter.com/EllesEconomy Chris: www.twitter.com/ChrisjVersace
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21min
January 03, 2020 The Benefits Of Allocating To Metals In 2020 With Brad Roth
Brad Roth of Thor Analytics shares his thoughts on the prudence of adding metals to your allocations. We also discuss the power of leveraging technology to enhance your investing outcomes. Learn About Thor Analytics: https://www.thoranalytics.com About Brad Bradley Roth, is a co-founding principal of Thor Analytics and the CIO of the Thor Metals Fund. Mr. Roth has over a decade of trading experience, seven years as a professional trading advisor. Prior to his appointment as CIO Brad was managing partner at Sardonyx Capital, a quantitative securities fund. Brad is an honors graduate of Duquesne University (Pittsburgh, Pennsylvania) from which obtained a bachelor’s degree in business administration. He received the Certified Financial Planner® designation following study at New York University. He is currently Series 66 and Series 3 examination qualified.
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18min

FAQs about Resilient Advisor Podcast:

How many episodes does Resilient Advisor Podcast have?

The podcast currently has 263 episodes available.