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Investing In Space; What You Need To Know With Andrew Chanin

7/15/2019
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Andrew Chanin and Jay Coulter discuss the unique investment opportunities in space. Connect With Andrew Twitter: @ETFwunderkind LinkedIn: https://www.linkedin.com/in/andrew-chanin-2a065462/ ProcureAM's Twitter: @ProcureAM_LLC About Andrew Chanin Andrew Chanin, Co-Founder and CEO of ProcureAM. ProcureAM is a new ETP issuer behind The Procure Space ETF (UFO), the world’s first pure-play space ETF. UFO tracks the S-Network Space Index, the first Certified Space Data Product™ to be...

Duration:00:14:50

The 5 Financial Planning Pitfalls During Divorce With Carol Lee Roberts

7/9/2019
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On this episode, I interview divorce expert Carol Lee Roberts. We discuss the 5 Major Pitfalls advisors need to consider when a client is going through a divorce. Carol is the President of the Institute for Divorce Financial Analysts. Connect With Carol Lee Twitter: https://twitter.com/InstituteDFA LinkedIn: https://www.linkedin.com/company/institute-for-divorce-financial-analysts-/ Facebook: https://www.facebook.com/InstituteDFA/ Website: institutedfa.com Email:...

Duration:00:21:06

The Evolution of Model Portfolios With Sean Brown of YCharts

6/3/2019
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The model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the podcast to discuss this evolution and the complications in this space for financial advisors. BONUS: He provided listeners with a great offer. If you choose to subscribe to YCharts, he is offering a 20% discount just for referencing The Resilient Advisor podcast. Make sure you sign-up for a free trial and see if it could help your business....

Duration:00:19:15

Mexican Tariffs & The Yield Curve (Forecast Free Friday 5-31-19)

5/31/2019
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Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.

Duration:00:07:19

The Fixed Income Conundrum For Financial Advisors (Forecast Free Friday 5-24-19)

5/24/2019
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Are you struggling with what to do with your fixed income allocations? Most advisors are looking for answers. Clint Sorenson CFA, CMT and I discuss advisor options including Invesco US Bulletshares.

Duration:00:07:24

Professional Networking As A Financial Advisor With Frank Agin

5/16/2019
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Frank Agin is a Professional Networking expert. He came on the podcast to discuss his top strategies and tactics that he coaches Financial Advisors to use in their practice. Connect With Frank: LinkedIn: https://www.linkedin.com/in/frankagin/ Twitter: https://twitter.com/frankagin Website: http://www.frankagin.com/ AM Spirit: https://www.amspirit.com/

Duration:00:17:06

International Allocations, Emerging Markets & Domestic Bias (Forecast Free Friday 5/3/19)

5/3/2019
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'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets. Today's Topics: Domestic outperformance since 2010 International PE (TTM) divergence Emerging Markets Domestic Bias Recency Bias

Duration:00:06:59

The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski

5/1/2019
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In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This leads to some real integration challenges. Putting a critical lens on the tech stack during the process will present opportunities for both parties to streamline systems and deliver a better client experience. My guests on this episode of The Resilient Advisor Podcast have published a new book to help financial advisors and firms navigate this process. Order Your Copy: The...

Duration:00:25:20

Negative Divergence, Lumber-Gold Ratio & Small Cap Struggles (Forecast Free Friday 4/26/19)

4/26/2019
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'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets. Today's Topics: The negative divergence of the bond and stock market today. What the Lumber - Gold Ratio could be telling us about volatility. What...

Duration:00:06:22

The Blind Spots Of TAMPs Today With Kyle Wiggs

4/22/2019
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Kyle Wiggs of eXact Strategies comes on the podcast to discuss the blind spots and challenges faced by the major TAMPs today. We also discuss fee compression in the space and how technology is driving innovation. Connect With Kyle LinkedIn: www.linkedin.com/in/kylewiggs Website: www.exactstrategies.com About Kyle (From his LinkedIn Profile) I am a managing partner for eXact Strategies responsible for the growth and distribution of technology and products. I lead a team of experts...

Duration:00:13:16

The Dark Side Of Behavioral Finance With Susan Bradley

4/10/2019
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I am a self-admitted behavioral finance nerd. I love the academic lens on why we make the financial decisions that we do. My guest on this episode of The Resilient Advisor Podcast is going to present a different lens on this subject. Susan Bradley believes that there is a ‘Dark Side’ to behavioral finance and she explains exactly what she means on this episode. Listener Giveaways Transition Journal Giveaway - Only for the first 10 people: info@suddenmoney.com 3 Questions Overview PDF:...

Duration:00:25:26

The Collaborative Advisor: Transforming Clients Into Partners

3/31/2019
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On this episode of The Resilient Advisor Podcast, Celeste Blackman joins me to discuss how to drive collaboration with clients, teams and inside your firm. Celeste is an international consultant and co-founder of The Green Zone Culture Group. She has taught communications in the Executive MBA program at the Wharton School of Business for more than 15 years. She has worked with NASA, Chevron, The United Nations, the National Institutes of Health and the National Cancer Institute. Connect...

Duration:00:25:14

The Art & Science Of Referrals With Bill Cates

2/27/2019
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Bill Cates is widely recognized as one of the foremost experts in the art and science of acquiring new clients through referrals and personal introductions. He is president of Referral Coach International. Bill is also a bestselling author. His third and latest book, Beyond Referrals, lays out the steps to converting referrals to what he calls “Engaged Introductions” and, ultimately, new clients. Free Report: Five Secrets to Multiplying Your Best Clients...

Duration:00:22:24

Reinvent Your Practice With Rule-Based Behavioral Investing With Dr. Daniel Crosby

1/24/2019
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Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller 'The Laws of Wealth' and is the host of the popular Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer. On this episode, we discuss how financial advisors can leverage his 'Third Way' of looking at investing through a behavioral lens. There are granular applications that you can implement in your practice...

Duration:00:22:38