Resilient Advisor Podcast

By 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. Ja... more

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FAQs about Resilient Advisor Podcast:

How many episodes does Resilient Advisor Podcast have?

The podcast currently has 275 episodes available.

Resilient Advisor Podcast episodes:

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
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

FAQs about Resilient Advisor Podcast:

How many episodes does Resilient Advisor Podcast have?

The podcast currently has 275 episodes available.