Will Rhind, the CEO and Found of GranitesShares joins Jay Coulter on this episode of The Resilient Advisor Podcast to discuss portfolio construction with broad-based commodity ETFs and gold ETFs.
What We Discuss:
Does it make sense to use the ETF structure for commodity structure?
The Bloomberg Commodity Index vs the GSCI Index.
The implications of the recent energy drawdown.
Mean Reversion implications for index investors.
COMG vs COMB
Gold ETF's as a part of a...
On this podcast, Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility and how to position gold in a portfolio.
Tags: The Resilient Advisor, Resilient Advisor, Jay Coulter
This week Morgan Stanley is exiting the Recruiting Protocol. While the implications are not exactly clear at this time, Attorney Joel Beck discusses what we know at this time.
Connect With Joel
Phone: (678) 783-3692 Office
On this episode I interview Dan Sondelm, CEO of Sondhelm Partners. He as 20 years of experience building brands in the financial services industry.
How do you establish yourself as a 'Thought Leader?'
1. Define your message and be a part of the conversation
2. Produce Content: Blog, Podcast, YouTube
3. Repurpose Content (Social Media)
Idea: Have you googled yourself? It's important!
Why social media is important for financial advisors.
1. Your competition is there.
My guest on this episode is Russ Rausch of Vision Pursue. Russ and his team consult with professional athletes, coaches and corporate organization. He teaches his clients how to improve performance by changing the way they think.
What We Discuss:
We all carry an 8-1 'Negativity Ratio' with our thoughts. This impacts performance.
How to train your brain to influence your thoughts via an understanding of the chemical reaction in your brain.
The Four Elements
What we discuss:
Gallup Strengths Finder: www.gallupstrengthscenter.com
Kolbe A Assessment: http://m.kolbe.com/aindex
Kristin's New Course: 8 Weeks To Elevate Your Practice: http://andreegroup.com/ElevateWebinarSignUp
Watch The Video About Her Course: Link
Connect with Kristin:
Partnering with the right wholesaler can bring tremendous value to an advisory practice. Industry veteran Rob Shore of Wholesaler Masterminds® comes on the podcast to discuss how a financial advisor can determine if they have established a truly impactful partnership with their key wholesalers.
Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition.
Connect With Linda
Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition Consultant Aaron Hasler of www.aaronhasler.com comes on the podcast to share some of his expertise on this important topic.
Connect with Aaron
I have found podcasting incredibly helpful in both my professional and non-profit efforts. It is an incredible platform that allows you to connect with people and build your brand. Kirk Lowe is an expert at building financial advisor marketing strategies and he is a big advocate of podcasting. On this episode we discuss the Top 10 Reasons Financial Advisors Should Start A Podcast.
Kirk's podcast with Matt Halloran: www.topadvisormarketing.podbean.com/
Tom Lydon is one of the best known ETF experts today. On this podcast we discuss some of the larger issues facing Financial Advisors today when allocation to ETFs.
Smart Beta vs Factor Strategies.What does a zero cost ETF look like?Are ETF Strategists necessary today?The pros and cons of using fixed income ETFs.The current market for dividend focused ETFs. Are Robo Advisors really a threat to the traditional model.What will the market for mutual funds look like in 5 years?
On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients…...which is always a popular topic in this community! We discuss how top Financial Advisor are del eloping deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.'
A little background John:
Founder of Triple R Media, Inc - www.triplermedia.comPublisher of Life Refined Magazine -...
Without a succession plan, you are inviting a business and financial catastrophe.
Your heirs will not maximize your years of hard work.
You need a plan. ASAP!
On this episode of The Resilient Advisor Podcast we discuss this issues and more with Attorney Joel Beck of The Beck Law Firm. Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.
Have you had a client close their account because a competitor presented them with the latest Managed Futures Fund with a great 'track record?' Has a client moved their business because they decided that they could trade futures contracts and generate better returns than you? Are you constantly discouraged by the underperformance of your ETF allocation to commodities?
On this episode of The Resilient Advisor I discuss these issues with 20 year trading veteran John Farley, who is the...
The decision to breakaway from your firm is never an easy one.
On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm. Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.
This episode of focuses on the dangers of a cyber attack. It could literally destroy your business and credibility. I interview Jonathan DeCollibus, who is the CEO of BravoSec.com. We also talk a little about the dangers that can be found on your phone, tablet and home computer.
Jonathan's firm is the nation’s only cyber security firm that works exclusively with RIAs. BravoSec.com is a boutique cyber security firm, taking on only a handful of clients every year in the RIA space and...
10 year NFL veteran Jon McGraw comes on the podcast to discuss success, happiness and building a 'Performance Mindset.' He is the co-founder of Vision Purse, a mental skills training company focused on helping sport organizations and corporate organization leverage the most current performance enhancement methods.
If you are not familiar with Suzy’s story, she was is a three-time olympic track and field star. She went on to become a spokeswoman for Disney and then started moonlighting as a high priced escort in Las Vegas. Once she was exposed it became tabloid fodder and her career appeared ruined.
She has told her story on Dr. Phil and ABC’s 20/20 and her new book, Fast Girl, is a New York Times best seller.
This interview was originally recorded for The Conquer Worry Podcast and instantly...
The Resilient Advisor Podcast is focused on helping Financial Advisors build resilience in their business and personal life. Hosted by CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® Jay Coulter.