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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.

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

Ep212 November Blockchain Report with Dan Weiskopf

11/29/2021
Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the November 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:00:09:59

Ep211 Partnering With The Right TAMP with Colin Falls of GeoWealth

11/24/2021
Colin Falls of GeoWealth comes on The Resilient Advisor Show with Jay Coulter to talk about how to partner with the right TAMP. Learn more about GeoWealth: https://geowealth.com Follow GeoWealth on Social: LinkedIn: https://www.linkedin.com/company/geowealth Twitter: https://twitter.com/GeoWealthTech Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn:...

Duration:00:15:49

Ep210 M&A Trends & Advisor Marketing with Patrick Brewer

11/22/2021
Patrick Brewer joins Jay Coulter on Resilient Advisor to share his thoughts on current M&A trends as well as advisor marketing strategies that get results. Learn More About Patrick's Businesses: WealthSource: https://www.wealthsource.com Model FA: https://www.modelfa.com Follow Patrick Brewer on Social: LinkedIn: https://www.linkedin.com/in/patrick-brewer-cfa-80993813/ Twitter: https://twitter.com/pbrewcfa Follow WealthSource on Social:...

Duration:00:26:09

Ep209 The Cost of Underestimating Technological Disruption With David Barse of XOUT Capital

11/15/2021
David Barse comes on Resilient Advisor with Jay Coulter to share the findings from a recent paper on 'The Cost of Underestimating Technological Disruption.' David on Twitter: https://twitter.com/BarseXout XOUT Capital: https://twitter.com/XoutCapital Website: https://www.xoutcapital.com/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn:...

Duration:00:19:53

Ep208 Macro Outlook with Lenore Hawkins

11/8/2021
Lenore Hawkins joins Jay Coulter on The Resilient Advisor Show to discuss what she is seeing in the macroeconomy. Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram:...

Duration:00:23:08

Ep207 ETF Stories: BNDD, The Quadratic Deflation ETF with Nancy Davis

11/1/2021
In this new episode of ETF Stories, Nancy Davis joins Jay Coulter to tell the story of her new ETF BNDD. Learn more about the Quadratic Deflation ETF BNDD by visiting https://kfafunds.com/bndd To see past episodes of ETF Stories visit: http://www.etfstories.com/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram:...

Duration:00:28:04

Ep206 Why Advisors Need To Understand Bitcoin with Ric Edelman

10/25/2021
Ric Edelman joins Jay Coulter on this episode of the Resilient Advisor Show to discuss why understanding Bitcoin and Digital Assets is so important for Financial Advisors. Learn more about The Digital Assets Council For Financial Professionals: https://dacfp.com/ Earn the DACFP Certificate and get a 20% discount as a viewer by using the code RESILIENT2021 : https://dacfp.com/get-your-certification/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter --...

Duration:00:23:29

Ep205 Investment Spotlight: Mindset Pharma with James Lanthier

10/18/2021
Mindset Pharma is a biotechnology company developing medications and synthesis processes for the medical psychedelic market. On this episode of The Investment Spotlight Show, Jay Coulter and Chris Versace interview Mindset CEO James Lanthier. $MSET Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram:...

Duration:00:38:18

Ep204 Investment Spotlight on Optimi Health

10/1/2021
On this episode of the Investment Spotlight Series, Jay Coulter and Chris Versace interview two members of the leadership team at Optimi Health. JJ Wilson serves as Chairman of the Board and Bill Ciprick serves as CEO at Optimi Health. Learn more about Optimi Health by visiting https://www.optimihealth.ca/ Follow Optimi Health on Social: -- LinkedIn: https://www.linkedin.com/company/optimihealth/ -- Twitter: https://twitter.com/Optimi_Health Follow Resilient Advisor™ On Social: --...

Duration:00:40:51

Ep203 Investing In Wine: A True Alternative Investment with Anthony Zhang of Vinovest

9/29/2021
Have you ever considered wine as an investable asset? Today both investors and financial advisors are able to allocate to this alternative asset class. Anthony Zhang joins Jay Coulter on this episode of the Resilient Advisor to make the investment case for wine. Learn more about Vinovest by visiting https://www.vinovest.co/advisors Follow Vinovest & Anthony Zhang on Social: -- Vinovest LinkedIn: https://www.linkedin.com/company/vinovest/ -- Vinovest Twitter:...

Duration:00:17:04

Ep202 FinTech Series with Adam Holt of Asset-Map

9/27/2021
Adam Holt comes on The Resilient Advisor Show with Jay Coulter to discuss how financial advisors can leverage technology to deliver better client results. Learn more about Asset-Map: www.asset-map.com. -- The Resilient Advisor Show is now syndicated on Financial Advisor TV. Learn more about their upcoming launch: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor --...

Duration:00:26:41

Ep201 The RPAR Story with Damien Bisserier & Alex Shahidi

9/6/2021
Is now the time to consider Risk Parity in your portfolio? Damien Bisserier & Alex Shahidi are Co-CIO's at Evoke Advisors, the team that powers the RPAR ETF. Learn more about RPAR: https://rparetf.com Learn about past episodes of ETF Stories: www.etfstories.com Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram:...

Duration:00:15:21

Ep200 The Changing Landscape of ETF Distribution with Jillian DelSignore of FLX Distribution

9/2/2021
Jillian DelSignore joins Jay Coulter on The Resilient Advisor Show to discuss a recent report that she co-authored on changes in the ETF industry. Follow Jillian & FLX Distribution on LinkedIn -- Jillian: https://www.linkedin.com/in/jillian-delsignore-9713a69/ -- FLX Distribution: https://www.linkedin.com/company/flx-distribution/ Learn more about Women In ETFs: https://womeninetfs.com/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook:...

Duration:00:24:14

Ep199 July Blockchain Report with Dan Weiskopf of Toroso Investments

8/30/2021
Portfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report. Grab your copy here: https://www.blok-chain-monthly.com

Duration:00:07:53

Ep 198 August Risk On - Risk Off with Michael Gayed

8/27/2021
Jay Coulter interviews Michael Gayed for this installment of their monthly Risk On - Risk Off Show. Michael is a Portfolio Manager at Toroso Investments and a member of the ETF Think Tank. They also discuss two of Michael's ETFs, JOJO and RORO. 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...

Duration:00:22:13

Ep197 The Pro Bono Planning Movement with Jon Dauphiné

8/13/2021
Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement. Later in the show, Adam Holt, CEO of Asset-Map joins Jon & Jay to talk about AdviceTech.LIVE. Learn more about The Foundation For Financial Planning: Website: https://ffpprobono.org LinkedIn: https://www.linkedin.com/company/foundation-for-financial-planning/ Twitter: https://twitter.com/PowerProBono Connect with Jon: LinkedIn:...

Duration:00:18:29

Ep196 Dasarte Yarnway's Story: How I Serve

8/11/2021
Dasarte Yarnway, Founder of Berknell Financial Group & Head of Community at Altruist, tells his story and discusses how he serves his clients and community. Connect With Dasarte: LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/ Twitter: https://twitter.com/DasarteYarnway Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram:...

Duration:00:37:19

Ep195 July Risk On or Risk Off with Michael Gayed

8/9/2021
Jay Coulter interviews Portfolio Manager Michael Gayed for this instaliment of their monthly Risk On - Risk Off Report. 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 LinkedIn:...

Duration:00:15:35

Ep194 Investment Spotlight: The Alkaline Water Company CEO Ricky Wright

8/6/2021
The Alkaline Water Company CEO Ricky Wright comes on the Investment Spotlight series on Resilient Advisor with Jay Coulter and Chris Versace. To learn more about The Alkaline Water Company, please visit www.thealkalinewaterco.com. About The Alkaline Water Company: Founded in 2012, The Alkaline Water Company (NASDAQ and CSE: WTER) is headquartered in Scottsdale, Arizona. Its flagship product, Alkaline88®, is a leading premier alkaline water brand available in bulk and single-serve sizes...

Duration:00:45:56

Ep 193 ETF Stories: BLOK - A Blockchain Story with Mike Venuto

8/2/2021
Mike Venuto Comes on ETF Stories to talk about the Amplify ETFs Transformational Data Sharing BLOK ETF. Learn more about the series and other interesting ETFs: www.etfstories.com Learn more about BLOK: https://www.BLOKETF.com

Duration:00:14:15