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
May 1, 2020 • 13min
Transitioning A Firm During The Crisis With Jay Hummel
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.
Apr 27, 2020 • 20min
Playing Offense During The Crisis With Joe Lukacs
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
Apr 24, 2020 • 19min
Italy Update, Macro Concerns & Positive Themes With Lenore Hawkins
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
Apr 23, 2020 • 27min
How To Leverage ETF Analytics To Build A Stock Portfolio with Mike Akins
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
Apr 22, 2020 • 19min
What You Need To Know About The PPP Today
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/
Apr 21, 2020 • 21min
Higher Returns & Lower Risk Through Dual Momentum Investing With Gary Antonacci
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/
Apr 15, 2020 • 37min
The Do's & Don'ts Of Prospecting During A Market Crash with Samantha Russell
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
Apr 14, 2020 • 24min
Here Comes The Data With Chris Versace
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
Apr 3, 2020 • 21min
Time Segmentation As A Strategy For Today's Crisis
Time segmentation strategies are a great way to mitigate damage for clients during market turmoil. Phil Lubinski & Sheryl O'Connor of Income Conductor came on the show to explain exactly how to use the strategy so that your clients do not make emotional decisions that could hurt their retirement portfolio. Get An Extended Trail Of Income Conductor: www.jaycoulter.com/resilient Don't let your clients ruin their retirement by selling out of the market at the wrong time! Time Segmentation tool can help map out a retirement income strategy to weather this storm and thrive during the next bull market.
Mar 31, 2020 • 29min
The Millionaire Next Door's Lens On Today's Market Chaos With Dr. Sarah Fallaw
Dr. Sarah Fallaw, co-author of 'The Next Millionaire Nextdoor' and President of DataPoints came on the podcast to discuss how psychological tools and risk re-profiling can help you with your clients in this market. Get An Extended Trail Of DataPoints: www.jaycoulter.com/resilient Calm your client's nerves with a simple re-profiling of their risk tolerance leveraging the world's first financial psychology toolkit. Using more than 40 years of data and findings that shaped the best-selling book, 'The Millionaire Next Door.' Connect on Twitter: Sarah: https://twitter.com/sarahfallaw DataPoints: https://twitter.com/DataPts Pick-up A Copy Of The Book: www.thenextmillionairenextdoor.com
