Resilient Advisor Podcast

The industry is changing fast. Penny Phillips of Thrivos Consulting comes on The Resilient Advisor Show to share her thoughts on the three types of advisors we will find in the market once the dust settles from this crisis.

Michael St Lawrence, the founder of SalesGym, is an expert on sales with a deep understanding of the process top-performing advisors use to grow their business. He came on the Resilient Advisor Show to share his insights.

Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how difficult it can be to find a 'Margin of Safety' in this market. We discuss the current state of sectors, factors, commodities and especially gold in this environment.

The economy is changing rapidly and allocating to the Mega Trends could have a significant impact on your portfolio. O'Shares ETFs President, Connor O'Brien, joins me to discuss several of these trends. We Discuss: -> The "Stay-at-Home" Economy opportunity. -> The "Work-from-Home" revolution. -> How the "Play-at-Home" trend presents investment opportunities. -> The basic structure of the index that the ETF OGIG tracks. Download the O'Shares ETF report: www.oshares.com Bonus: If you liked the ETF Action tool on the broadcast, grab for a free trial: www.etfaction.com

he area of 'Financial Wellness' has become a hot topic in financial services, but most programs are not authentic and struggle to really add value. In this interview, Rick Kent shares his vision of how a well built corporate financial wellness programs can help employees, employers and financial advisory firms in a truly and win-win-win collaboration. Rick Kent is the CEO and founder of Merit Advisors and the founder of Mentoro, a corporate financial wellness provider. He is ranked as the #1 advisor at LPL. Merit has $3 billion AUM, 10 offices in 6 states, with 71 employees as well as a $700M+ RIA platform for independent partners.

Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment framework for building systematic models for all market environments.

Wes Gray, Ph.D., founder of Alpha Architect and a pioneer in quantitative investing, shares his insights on portfolio construction. He discusses the shift from traditional stock picking to a data-driven approach, emphasizing the advantages of momentum investing over growth strategies. Drawing parallels between poker and investment, he highlights the importance of critical thinking. Additionally, he navigates the complexities of lookback periods in trading and stresses the need for transparency and education in finance.

Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In this interview, he articulately lays out his 'What-How-Why' framework for rethinking risk management. We also discuss the history of momentum investing, potential recovery outcomes from our current crisis and how a 'Dimmer Switch' approach to portfolio tilts can improve client outcomes.

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.