Resilient Advisor

Chris Versace of Tematica Research comes on to discuss the current earnings season so far and this week's economic data.   $HLT $MMYT $AMAT $CSCO $BABA

Jay Coulter reflects on the first 100 episodes of The Resilient Advisor Podcast. "I was fortunate in that I was early to the podcast game in our industry. It enabled me to connect with experts and thought leaders that otherwise would not have returned my call! Our syndication on AdvisorHub.com further expanded the audience and now we are broadcasting live on LinkedIn, Twitter, Facebook and Youtube. The goal of each episode has always been the same; Deliver high-value content in about the same amount of time as the average commute or workout. I have learned a great deal from some of the industry's top thought leaders and performers. I hope that you have as well."

Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural shift? Should you pay attention? Stocks Discussed: BYND, TSLA, OI, TREX, SFM, CMG, AMZN

Matt Halloran of Top Advisor Marketing shares his strategies for becoming a micro-influencer.   Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author of “The Social Media Handbook for Financial Advisors” and co-host of the podcast Top Advisor Marketing.   Matt's previous appearance on the podcast: https://www.jaycoulter.com/post/halloran

Which stocks and sectors could see the most pressure today with Coronavirus spreading? Chris Versace and I discuss on this episode of Tactical Market Strategies on The Resilient Advisor Podcast.   Follow Chris on Twitter: @ChrisJVersace   $DIS $SBUX $WYNN $MGM $LVS $AAL $UAL $JBLU $LUV $RCL $NCLH $HLT $MAR

YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a Financial Advisor Communications Framework that the YCharts team has developed.     Download The Report Here: http://bit.ly/advisorcomms   Sign-up for a YCharts Trial: http://bit.ly/ychartstrial       Topics Discussed:   The three major insights from the study.   Your clients do not feel engaged. Your clients want personalized communications. Your success can be directly impacted by your communications strategy.   What can be done about it?   Commit to a cadence. Create new touchpoints and opportunities. Serve some clients champagne, others sparkling water. Hone in on understanding your clients and their goals.     Connect With Sean & YCharts   Sean's LinkedIn: https://www.linkedin.com/in/sean-brown-6266673/   Sean's Twitter: https://twitter.com/Sean_YCharts   YCharts LinkedIn: https://www.linkedin.com/company/ycharts/   YCharts Twitter: https://twitter.com/YCharts

This is the first installment of a new project called the 'Thematic Investing Series.' My partners in this project are Chris Versace and Lenore Hawkins of Tematica Research. In this episode we discuss the concept of thematic investing and several current themes including #5G #WiFi6 $COST $WMT $LC $LB $BBBY $M $AMZN.     Connect With The Guests   Lenore: www.twitter.com/EllesEconomy Chris: www.twitter.com/ChrisjVersace

Brad Roth of Thor Analytics shares his thoughts on the prudence of adding metals to your allocations. We also discuss the power of leveraging technology to enhance your investing outcomes.   Learn About Thor Analytics: https://www.thoranalytics.com     About Brad   Bradley Roth, is a co-founding principal of Thor Analytics and the CIO of the Thor Metals Fund. Mr. Roth has over a decade of trading experience, seven years as a professional trading advisor. Prior to his appointment as CIO Brad was managing partner at Sardonyx Capital, a quantitative securities fund. Brad is an honors graduate of Duquesne University (Pittsburgh, Pennsylvania) from which obtained a bachelor’s degree in business administration. He received the Certified Financial Planner® designation following study at New York University. He is currently Series 66 and Series 3 examination qualified.

Jay Coulter & Jay Hummel share some of the major industry trends that they see having an impact on your business next year. This includes the dramatic growth of Direct Indexing, aggressive enforcement of Reg BI and how the SECURE Act will drive the need for more outsourcing. Also, changes in M&A deal multiples due to a lack of organic growth.

Frank LaRosa of Elite Consulting Partners comes on The Resilient Advisor Podcast to share his thoughts on the current state of M&A in our industry and some of his best practices on executing a viable strategy in 2020.