Resilient Advisor Podcast
Jay Coulter, CFP®, CIMA®
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
Nov 3, 2020 • 17min
Stock Ideas For Thanksgiving, Christmas & 5G Themes With Chris Versace
Chris Versace of Tematica Research came on the show to share some stock idea's for this market. $MKR $WMT $TGT $SWKS $QCOM $KR
Oct 31, 2020 • 0sec
What Is Really Happening In Europe? with Lenore Hawkins
Lenore Hawkins joins the show from Italy where she gives her take on what is happening in Europe with the latest round of lock-downs. We also discuss the most recent macro data and some of her thematic investment ideas.
Oct 24, 2020 • 21min
The Problem With 60/40 Portfolios & Election Cycle Investing with Michael Gayed
Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund. On this episode we discuss the death of the 60/40 portfolio, bitcoin, investing during an election cycle and the challenges of fixed income investing.
Oct 13, 2020 • 21min
How To Have The Crypto Conversation & Why It Is Important With Matt Hougan
Matt Hougan of Bitwise Asset Management came on the show for the first of two interviews discussing topics around crypto-assets. In this one, we discuss how Financial Advisors can have the crypto conversation and why it is important.
Oct 9, 2020 • 17min
Bridging The Generation Gap With Penny Phillips
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her strategies on how to bridge the generational differences on teams today.
Oct 2, 2020 • 24min
Digital Assets, Crypto, Blockchain, And Decentralized Finance with Adam Blumberg
Adam Blumberg is a unique operator in the financial services industry. He has given up his advisory business to focus on educating advisors and the public on cryptocurrencies and the blockchain. In this interview, you will learn why crypto, blockchain and bitcoin can be challenging for financial advisors and what you can do about it.
Sep 29, 2020 • 20min
How To Use Covered Call Strategies In Your Portfolio With Kevin Simpson
Kevin Simpson is the CIO of Capital Wealth Planning, a firm with deep expertise in covered call writing strategies. He came on The Resilient Advisor Show to help financial advisors understand the applications of a covered call strategy in this market. What you will learn: When to use an ETF and when to use a Separately Managed Account for exposure to covered calls. How the Enhanced Dividend Income Portfolio from Capital Wealth Planning is constructed to help drive portfolio volatility mitigation. How the ETF DIVO can be utilized in a 60/40 portfolio. Learn More about the Capital Wealth Planning strategies: Capital Wealth Planning: https://capitalwealthplanning.com The DIVO ETF: https://amplifyetfs.com/divo The EDIP SMA: https://capitalwealthplanning.com/enhanced-dividend-income-portfolio
Sep 10, 2020 • 17min
How To Focus As A Financial Advisor With Penny Phillips
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her simple tricks to help advisors focus.
Sep 3, 2020 • 42min
Crypto Office Hours For Financial Advisors With Tyrone Ross
Tyrone Ross of Onramp Invest is passionate about educating the Financial Advisor community on the world of Crypto. This is the first 'Crypto Office Hours With Tyrone Ross' where my shameless goal is to make this the #1 resource for Financial Advisors on all things crypto.
Aug 20, 2020 • 24min
Advisor Sentiment Survey: Model Portfolios & Coronavirus With Caleb Eplett of YCharts
Advisor attitudes towards model portfolios are changing in the post-crisis world. The YCharts team just released a new survey with some interesting findings. Caleb Eplett came on The Resilient Advisor Show to share their findings. Download the full report here: http://bit.ly/advisormodels Connect With Caleb & YCharts YCharts: www.ycharts.com LinkedIn: https://www.linkedin.com/in/calebeplett YCharts on Twitter: https://twitter.com/YCharts
