Resilient Advisor
Jay Coulter
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.
Episodes
Mentioned books
Feb 18, 2021 • 20min
How To Add Year-Round Tax Alpha with Kevin Lozer
Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.
Feb 10, 2021 • 22min
Cryptocurrency Considerations For Financial Advisors With Matt Hougan
Matt Hougan comes on the show to share his thoughts on the state of bitcoin and other cryptocurrency for financial advisors, and digital assets.
Feb 7, 2021 • 30min
The Vance Barse Story
Vance Barse has built his firm, Your Dedicated Fiduciary®, from scratch. He is a client-focused financial advisor and he comes on the show to share the story of how he built his business and how he serves his clients.
Feb 6, 2021 • 26min
How The OKR Framework Can Lead To Rapid Results with Tim Meinhardt
Tim Meinhardt is an expert on OKRs. In this special episode, Tim and Jay interview each other on the success they have seen with the OKR framework. This episode will also be broadcast on Tim's OKR centered podcast, OKRs Q&A.
Jan 28, 2021 • 19min
Risk On - Risk Off Report with Michael Gayad
Michael Gayed (The Lead-Lag Report) talks with Jay Coulter of The Resilient Advisor about the markets through his Risk On - Risk Off lens.
Jan 28, 2021 • 31min
Economic Distress and Bullish Themes with Lenore Hawkins
Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. Hawkins, of Tematica Research, talks Gamestop and Pipeline stocks, and economic the economic bright spot for homebuilders.
Jan 18, 2021 • 32min
How To Quickly Become A Micro Influencer With Matt Halloran
Matt Halloran of Proud Mouth is an expert at helping professionals build their influence in a systematic way. He is a well-known podcaster himself and will share his insights on how to build your influence quickly. Halloran talks with The Resilient Advisor about podcast tactics, niche focus marketing, and offers nuggets of wisdom for success. David Pulcini also guests to talk about SixPoint Financial Partners and his experience with Matt Halloran and Proud Mouth.
Jan 15, 2021 • 22min
A Compliance Lens On The New Advertising Rules With Chris Winn
The SEC has released new rules around advisor advertising. Chris Winn joins Jay Coulter to discuss how advisors should look at these new regulations through a compliance lens.
Dec 30, 2020 • 20min
How CPI Is Hurting Your Clients With Ed Butowsky
Incorrect inflation projects destroy financial plans and can ruin retirements. Ed Butowsky has created the Chapwood Index to help advisors better serve their clients and provide geographically focused inflation calculations. He comes on the show with Jay Coulter to discuss its history and construction.
Dec 22, 2020 • 27min
The Academics Of Tail Risk Hedging With Elisabetta Basilico
Elisabetta Basilico comes on The Resilient Advisor show to discuss tail risk hedging and her book, Smart(er) Investing that was co-written with Tommi Johnsen.
