The Resilient Advisor-logo

The Resilient Advisor

Business & Economics Podcasts

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. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.

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. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.

Location:

United States

Description:

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. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.

Twitter:

@jay_coulter

Language:

English


Episodes

Ep191 Blockchain Report with Dan Weiskopf

7/29/2021
This is the first edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space. Topics discussed include: -- China's impact on mining -- ESG mining concerns -- Why active management is important in the blockchain and digital asset space. Dan Weiskopf is a Portfolio Manager at Toroso Asset Management. Learn more about BLOK, the Amplify Transformational Data...

Duration:00:10:51

Ep190 Comparing Portfolio Rebalancing Strategies with YCharts

7/21/2021
Connor Kitko, Product Marketing Manager at YCharts, comes on the show to talk about comparing portfolio rebalancing strategies. YCharts Report "Comparing Portfolio Rebalancing Strategies": https://www.go.ycharts.com/rebalance Connect with Connor: -- LinkedIn: https://www.linkedin.com/in/connor-kitko/ Learn more about YCharts: -- Website: https://ycharts.com/ -- LinkedIn: https://www.linkedin.com/company/ycharts/ -- Twitter: https://twitter.com/ycharts Follow Resilient Advisor™ On...

Duration:00:18:26

Ep189 DTOX Cleaner Living ETF: ETF Stories

7/8/2021
Chris Versace & Lenore Hawkins of Tematica Research come on ETF Stories to talk about the new Amplify ETFs Cleaner Living ETF $DTOX. Learn more about DTOX by visiting https://www.amplifyetfs.com/DTOX Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Chris Versace: --Twitter: https://twitter.com/chrisjversace --LinkedIn: https://www.linkedin.com/in/chrisverace/ Follow Resilient Advisor™ On Social: --...

Duration:00:26:24

Ep188 Risk On - Risk Off with Michael Gayed

7/6/2021
Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens. Connect With Michael Gayed: -- Newsletter: https://www.leadlagreport.com​ -- ETF Think Tank: https://www.etfthinktank.com ​ -- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/ -- Twitter: https://twitter.com/leadlagreport Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor --...

Duration:00:16:08

Ep187 The Ryan Schrift Story: How I Serve

6/29/2021
Ryan Schrift of R.J. Schrift Private Asset Management comes on the Resilient Advisor series How I Serve to talk about the methods and platforms he uses to serve his clients. Connect with Ryan Schrift: Website: http://www.rjschrift.com/ LinkedIn: https://www.linkedin.com/in/ryanschrift/ Twitter: https://twitter.com/RJSchrift Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn:...

Duration:00:17:49

Ep186 Investing In Cybin With Doug Drysdale - Investment Spotlight

6/24/2021
Cybin CEO Doug Drysdale joins Jay Coulter and Chris Versace for this installment of the Investment Spotlight Series from Resilient Advisor. Learn More About Cybin: -- Website: https://www.cybin.com/ -- LinkedIn: https://www.linkedin.com/company/cybin/ -- Twitter: https://twitter.com/CybinInc -- Facebook: https://www.facebook.com/cybinInc Connect with Doug Drysdale: -- LinkedIn: https://www.linkedin.com/in/dougdrysdale -- Twitter: https://twitter.com/insidepharma Follow Resilient...

Duration:00:29:15

Ep184 Macro Trends with Lenore Hawkins

6/18/2021
Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.

Duration:00:39:04

Ep183 Investment Spotlight with Chris Olson of The Media Trust

6/14/2021
About Chris Olson: Chris Olson founded The Media Trust with a goal to transform the internet experience by creating better digital ecosystems to govern assets, connect partners and enable Digital Risk Management. As CEO, Olson drives the company's vision, direction and growth plans. He has more than 15 years of experience leading high tech and ad technology start-ups and managing international software development, product and sales teams. Olson currently serves on the board of the...

Duration:00:51:19

Ep182 Fearless Investing & Fintech Adoption with Aaron Klein

6/10/2021
Aaron Klein is the Co-Founder and CEO of Riskalyze and one of the strongest advisor advocates in the industry. He comes on the Resilient Advisor Show with Jay Coulter to discuss risk management, building trust and helping clients through risk mitigation and data. Learn about the Riskalyze Methodology: https://www.riskalyze.com/methodology Connect With Aaron Klein -- Twitter: https://twitter.com/AaronKlein --LinkedIn: https://www.linkedin.com/in/aaronklein/ Connect With...

Duration:00:22:30

Ep181 ETF Stories: The Investment Thesis On Carbon Credits with Luke Oliver

6/1/2021
Luke Oliver of KraneShares comes on the show to discuss the Carbon Markets and his firm's ETF symbol: KRBN. This show is part of the ETF Stories series. Past episodes can be found here. https://www.etfstories.com Learn more about KRNB: https://kraneshares.com/krbn Learn more about KraneShares: https://kraneshares.com KraneShares on Twitter: https://twitter.com/KraneShares Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook:...

Duration:00:19:54

Ep180 Higher Taxes, Inflation & Interest Rates with Michael Gayed

5/14/2021
Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens. Issues they discuss: Connect With Michael Gayed: https://www.leadlagreport.comhttps://www.etfthinktank.comhttps://www.linkedin.com/in/michael-a-gayed-cfa/https://twitter.com/leadlagreport Follow Resilient Advisor™ On Social: https://twitter.com/sjaycoulterhttps://www.facebook.com/resilientadvisorhttps://www.linkedin.com/in/sjaycoulterhttps://www.instagram.com/sjaycoulter Learn...

Duration:00:21:00

EP179 Hedging Interest Rates & Volatility with Nancy Davis

5/11/2021
Nancy Davis is the CIO of Quadratic Capital and the manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She comes on the show with Jay Coulter to share her views on inflation, interest rates and the story of her ETF IVOL. Learn more about the IVOL ETF: https://www.ivoletf.com Company Website: https://quadraticllc.com LinkedIn: https://www.linkedin.com/in/nancyquadratic Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter --...

Duration:00:20:15

Ep178 How To Build A Marketing Funnel with Taylor Schulte

5/4/2021
Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for building an effective marketing funnel. Learn more about the Kitces Digital Marketing Summit on May 13th, 2021: https://www.kitces.com/digital-marketing-summit-2021

Duration:00:25:47

Ep177 Alternative Indexing Methodologies With David Barse

4/28/2021
David Barse joins Jay Coulter to discuss his firm's unique alternative indexing methodology. At its core, their process is focused on eliminating underperforming stocks based on their scoring system. David and Jay discuss the 4 P's behind XOUT; Performance, People, Process and Portfolio.

Duration:00:19:42

Ep176 Shaping Change with Ross Marino

4/27/2021
Ross Marino has endured a lot of obstacles in his life to reach where he is today. Overcoming serious injuries, family medical trauma and the natural swings in the business have shaped his philosophy on business and life. He shares his journey in this interview with Jay Coulter as well as some insights on his new book with Susan Bradley called 'Shaping Change.' This is part of the How I Serve Series on The Resilient Advisor where Jay interviews leading financial advisors who are making a...

Duration:00:26:33

Ep175 Disruptive ETFs with Christian Magoon

4/20/2021
On this episode, Amplify ETFs CEO Christian Magoon joins Jay to discuss some of the disruptive trends in the ETF market today. Christian shares what he believes ETF-focused advisors should consider today, what surprised him about 2020 and the investment thesis for three of their ETFs. $DIVO $CNBS $BLOK $ISWN $SWAN $IBUY Learn More about Amplify ETFs: https://amplifyetfs.com Follow Christian & Amplify ETFs on Twitter: -- Christian: https://twitter.com/ChristianMagoon -- Amplify ETFs:...

Duration:00:22:09

Ep173 How To Leverage Private Real Estate Investing For HNW Families With Dana Cornell

4/13/2021
Dana Cornell was the lead advisor on a $1B+ private wealth practice at Morgan Stanely. He left his practice to pursue his true professional passion, private real estate investing. This is his story. Website: https://www.cornellcapitalholdings.com Facebook: https://www.facebook.com/CornellCapitalHoldings Instagram: https://www.instagram.com/cornellcapital Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook:...

Duration:00:20:38

Ep172 Digital Marketing In 2021 With Robert Sofia Of Snappy Kraken

4/9/2021
Robert Sofia, CEO of Snappy Kraken, discusses the digital marketing landscape and best practices for marketing for financial advisors and more.

Duration:00:39:20

Ep171 GT Biopharma CEO Tony Cataldo - Investment Spotlight

4/8/2021
Tony Cataldo came on the Investment Spotlight Series to speak with Chris Versace and Jay Coulter about GT Biopharma's outlook. Tony's Biography (From Their Website) Mr. Cataldo founded GT Biopharma Inc. upon joining the Board of Directors and subsequently Chairman and CEO in July of 2014, where he changed the Company's profile with the inclusion of oncology assets. From February 2011 to June 2013 Mr. Cataldo served as Founder and Chairman/CEO of Iovance Biotherapeutics, Inc., (IOVA). Mr....

Duration:00:52:08