Resilient Advisor

Kevin Simpson of Capital Wealth Planning comes on the podcast to share his thoughts on covered call strategies.

Today many advisors are faced with a decision about their business. Do you transition into a Virtual Advisor or try and wait out this crisis in hopes that things will return to the way they used to be. Brad Johnson is the host of the popular The Elite Advisor Blueprint® podcast and VP of Advisor Development at Excel Advisors. At the beginning of the crisis, Brad built a private Facebook group simply to help advisors who wanted to make the transition to virtual an easier proposition. He has brought in best-in-class presenters to teach group members about what it takes to make it as a virtual advisor.

On this episode, Jay Hummel of the Wealth Advisor Growth Network comes on to share his thoughts on taking action during this crisis. He also shares how his firm was able to execute a very successful transition during this pandemic with Elk River Wealth Management. 

On this episode Coach Joe Lukacs comes on the podcast to share his strategies for playing offense during this crisis. Joe is an expert on advisor mindset. If you feel stuck with everything going on today, this episode is for you.     Follow Coach Joe On Social Media:   LinkedIn: https://www.linkedin.com/in/coachjoelukacs/   Twitter: https://twitter.com/CoachJoeLukacs

Lenore Hawkins of Tematica Research came on the podcast to give us an update on life in Italy and her thoughts on the macroeconomy. We also discuss some of the potentially positive things she sees coming out of this crisis.   Lenore also plays my new game, JUST ONE STOCK, where guests are asked what stock they would select today if they had to pick one stock to allocate their whole portfolio to.   Tematica Research: www.tematicaresearch.com   $SPY $DIA $OLED   Follow Lenore on Twitter: https://twitter.com/EllesEconomy

Mike Akins of ETF Action comes on the show to discuss his strategies for leveraging ETFs to identify stocks for portfolio construction. Learn more about ETF Action and take advantage of their expanded 30-day trial: https://www.etfaction.com

On this episode, I interview Shelly Bykat, CPA and commercial banker Erik Bykat. They are married and have both been living and breathing the PPP program since it launched. Combined, they are a wealth of knowledge on everything about the program and they share what you need to know today based on their experience working with small business owners through this crisis.   Follow The ByKats On LinkedIn:   Shelly: https://www.linkedin.com/in/bykat/   Erik: https://www.linkedin.com/in/erikbykat/

Note: The audio is a little rough for about 15 seconds in the beginning but then clears up.   Dual Momentum is a fascinating strategy. Gary Antonacci is the father of the very popular Global Equities Momentum (GEM) strategy that he lays out in his book Dual Momentum Investing.   We discuss the history of momentum investing, the academic research and applications today.   Learn more about Gary's work here: https://www.optimalmomentum.com/       Follow Gary on Twitter: https://twitter.com/GaryAntonacci   Follow Gary on LinkedIn: https://www.linkedin.com/in/garyantonacci/

Now is a fantastic time to increase your marketing efforts, but there is a right and wrong way to do it. Samantha Russell of Twenty Over Ten and Lead Pilot comes on to share some pure marketing gold.   For an extended 30 day trial of Lead Pilot, use the code FREEMONTH here: https://leadpilot.io/why-lead-pilot     Follow Samantha on Twitter: https://twitter.com/SamanthaTwenty

Chris Versace of Tematica Research came on the podcast to share his thoughts on the data and earnings reports that are on the horizon.     $MCD $CCL $JNJ $BAC $LVS $BLK     Follow Chris on Twitter: https://twitter.com/ChrisJVersace