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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.

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

How To Launch Your Own ETF with Wes Gray of Alpha Architect (EP239)

12/2/2022
How do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these questions. If you have ever considered launch an ETF, this is the show for you! SHOW SPONSOR: The Independence Incubator from Resilient Advisor. Discrete and proven guidance to finding independence. Learn...

Duration:00:30:03

Find Your Freedom with Jamie Hopkins (EP238)

11/22/2022
Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching. SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting...

Duration:00:21:22

The Most Interesting Advisor in the World (EP237)

10/24/2022
Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, he share is approach to marketing, planning and living life to the fullest. SHOW SPONSOR: The Independence Incubator from Resilient Advisor. A customized approach for advisors transitioning to independence. Learn more: https://www.independenceincubator.com

Duration:00:20:11

The Common Denominator of Success (EP236)

10/18/2022
In 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called ‘The Common Denominator of Success.’ Though it was written for life insurance professionals of an age gone by, its message is equally well suited to anyone who seeks success today. In a world where selfies with Lambos and exotic trips to the Mediterranean are thought of as inspiration material.... Jay Coulter thought re-producing this speech, with updates...

Duration:00:13:47

The Digital Detox (EP235)

10/6/2022
Have you ever felt that social media and email are wearing you down? Jay did, so he took a week off from digital platforms and learned a lot. He shares his experience in this episode of The Resilient Advisor. If you are considering going independent, don't do it alone. Learn how The Independence Incubator can provide you with fiduciary level guidance on your path to independence: https://www.independenceincubator.com Follow Financial Advisor TV™ on Social: YouTube:...

Duration:00:08:30

Delivering Tax Alpha with Todd Mackay of Avantax (EP234)

8/17/2022
How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility. Learn More about Avantax Wealth Management: Website: https://www.avantax.com/for-your-wealth-planning/wealth-management LinkedIn: https://www.linkedin.com/company/avantax-wealth-management Twitter: https://twitter.com/Avantax_Wealth Connect with...

Duration:00:19:13

The Future of WealthTech with Dr. Vinay Nair (EP233)

8/9/2022
Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech. About Vinay: Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business schools, has a portfolio of venture investments and has started several companies in financial services. As a former finance faculty member at...

Duration:00:21:05

Financial Psychology Conversations with Dr. Preston Cherry (EP232)

7/25/2022
Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology. This show is sponsored by SHIFT: https://humanfirst.live Books Mentioned: CFP Board's Book on The Psychology of Financial Planning: https://www.cfp.net/news/2022/04/cfp-board-releases-six-part-book-on-psychology-of-financial-planning Daniel Crosby: The Behavioral Investor David Portnoy: The Geometry of Wealth Follow Dr. Cherry Twitter: https://twitter.com/DrPrestonCherry YouTube:...

Duration:00:22:51

Leveraging Voice To Engage Clients and Build Trust with Emily Binder (EP231)

6/28/2022
Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.

Duration:00:24:46

Crypto Office Hours with Tyrone Ross & Jay Coulter (EP 230)

6/23/2022
If there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto space today.

Duration:00:32:23

I Am Sorry - An apology to my audience (EP229)

5/27/2022
The Resilient Advisor Show has been my baby for half a decade. It has helped me build trust and an audience of serious financial advisors who are looking for the strategies that the most successful advisors are using today. I need to apologize to my audience as I have let the focus and quality slip as we have built out our different sub-series and launched Financial Advisor TV. In this short podcast I lay out what the revamp Resilient Advisor will look like and why I hope you find it to be...

Duration:00:06:58

PTLC: The Pacer Trendpilot US Large Cap ETF with Sean O'Hara on ETF Stories (EP228)

5/18/2022
Sean O'Hara comes on the Resilient Advisor Show to discuss the Pacer Trendpilot US Large Cap ETF (PTLC). This is part of the ETF Stories series on the show. Learn more about the PTLC ETF: https://www.paceretfs.com Learn more about the series and other interesting ETFs: www.etfstories.com Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisor TV Twitter: https://twitter.com/finadvisortv TikTok: https://www.tiktok.com/@financialadvisortv Facebook:...

Duration:00:18:37

March Blockchain Report with Dan Weiskopf (EP227)

4/6/2022
This is the March 2022 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. Dan Weiskopf is a Portfolio Manager at Toroso Asset Management. Learn more about BLOK, the Amplify Transformational Data Sharing ETF: https://www.BLOKETF.com Download the Amplify ETFs BLOK-Chain Monthly report: https://www.blok-chain-monthly.com Follow...

Duration:00:08:54

Ep226 iUSA: The Amberwave Invest USA JSG ETF Story with Dan Katz

3/21/2022
iUSA is organized around the concept of jobs, security and growth or said better, JSG investing. Jay Coulter interviews Dan Katz for this episode of ETF Stories from Resilient Advisor. View past episodes of ETF Stories: https://www.etfstories.com Connect with JSG: Fund Website: https://www.jsgfunds.com Advisor Website: https://www.amberwavepartners.com Twitter: https://www.twitter.com/amberwave LinkedIn: https://www.linkedin.com/company/amberwave-partners Follow Financial Advisor TV™...

Duration:00:12:57

Ep225 How To Successfully Run A Virtual Practice with Derek Notman

3/14/2022
Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics. Derek's experience producing the Rethink Podcast with Adam Holt : https://www.asset-map.com/rethinkfinancialadvisorpodcast Building a virtual practice at Intrepid Wealth Partners: https://www.intrepidwealthpartners.com How...

Duration:00:13:20

Ep224 February Blockchain Report with Dan Weiskopf

3/9/2022
Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the February 2022 Blockchain Report. THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: http://www.resilientadvisor.com Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow Dan Weiskopf on Social: Twitter:...

Duration:00:15:04

Ep223 EMFQ: The Emerging Markets FinTech ETF on ETF Stories

3/4/2022
Could the FinTech market be a major driver of Emerging Markets? How could investors allocate to this sector? Jane Edmondson of EQM Indexes comes on ETF Stories with Jay Coulter to discuss her index that powers an ETF that does just that: EMFQ. To learn about past ETF Stories please visit https://www.etfstories.com Learn more about EQM Website: https://eqmindexes.com Twitter: https://twitter.com/EQMIndexes Jane Edmondson Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC. Ms....

Duration:00:12:13

Ep222 Hedging Strategies with ETFs with Connor Kitko of YCharts & Jay Coulter

2/23/2022
ETFs are fantastic precision tools for portfolio diversification. They are also incredibly useful as a hedging tool. On this episode of Resilient Advisor, Connor Kitko of YCharts shares the findings of a recent White Paper that they published on how you can hedge different risk scenarios via ETFs. Jay Coulter is a big advocate for YCharts for financial advisors who are serious about their investment offering. Download the YCharts White Paper "Can You Hedge It with an ETF?":...

Duration:00:19:28

Ep221 How Advisors Can Grow With Video with Katie Braden & Jay Coulter

2/14/2022
Today the most engaging form of client communication and marketing is video. Most advisors struggle with how to best use video or even get started. In this episode, Katie Braden speaks with Jay Coulter and shares her formals for finding success with video. Learn more about the Innovating Advice Community: https://www.innovatingadvice.com/ Follow Katie Braden on Twitter: https://twitter.com/KatieABraden Follow Financial Advisor TV™ on Social: Twitter:...

Duration:00:21:16

Ep220 January Blockchain Report with Dan Weiskopf

2/7/2022
Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the January 2022 Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow Dan Weiskopf on Social: Twitter: https://twitter.com/ETFProfessor LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/ Follow...

Duration:00:07:38