On this episode of The Resilient Advisor Podcast, Dr. Wade Pfau and Jay Coulter discuss managing sequence of returns risk in retirement planning. Last spring Dr. Pfau had an article published on Forbes.com titled ”4 Approaches To Managing Sequence of Returns Risk In Retirement.” It is a very popular post on the site. We examine each approach from the financial advisor's perspective.
1. Spend Conservatively
-> Is the 4% number correct in this low interest rate environment?
Duncan MacPherson of Pareto Systems joins Jay Coulter for this episode of The Resilient Advisor Podcast. Duncan is one of the industries top thought leaders in the areas of practice management and business development. He is a well-known industry keynote speaker and the author of several books including his most recent titled 'The Advisors Playbook'.
What We Discuss:
Duncan's Framework For Building A Critical Path To Franchise Readiness:
1. Why: Demography and Commoditization
Dr. Jack Singer joins Jay Coulter on The Resilient Advisor Podcast to discuss two issues that hold many financial advisors back: Stress & The Impostor Syndrome. We also dive into 'Learned Optimism' and how it impact financial advisors.
Connect With Dr. Jack
About Dr. Jack Singer (From his website)
I am a nationally-renowned psychologist,...
The DiSC assessment is a powerful tool for both enhancing your sales skills and building your team. Nicole Jansen comes on the podcast to share her experience working with financial advisors on how to best leverage DiSC in their business. She is a Certified Human Behavior Specialist with over 27 years of industry experience. Nicole is also the host of The Leaders Of Transformation Podcast which has been downloaded in over 100 countries.
Connect With Nicole
As a financial advisor, the student loan problem is a major issue when building financial plans. On this episode of The Resilient Advisor Podcast, Joseph Reinke, CFA of FitBUX shares his thoughts on solutions to this issue.
Connect With Joseph
Joseph Reinke is the CEO and founder of Fitbux, Inc. FitBUX is introducing innovative finance products and technology to the student lending...
Professor Jamie Hopkins comes on The Resilient Advisor Podcast with Jay Coulter to discuss how sophisticated financial advisors are using home equity as a tool in retirement plans. Jamie has been feature on Consuelo Mack’s PBS show WealthTrack (Link), Forbes (Link) and MarketWatch.
Reverse mortgages are not what they used to be. This episode will be very informative for any financial advisor or financial planner who is stuck in the dogma that the industry has around these tools. You owe...
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...