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
Mar 30, 2020 • 29min
The Tiger King, Digital Lifestyle, Cyber Security & Major Consumer Shifts
Chris Versace & Mark Abssy of Tematica Research came on the podcast to share their thoughts on cyber security, mortgage forgiveness, layoffs, the digital lifestyle, purchase order cancellations and the middle class squeeze. AMZN, COST, WMT, KR, MKC, ADT, AT&T, WM, VZ, NFLX, NRTN, DIS, HBI, AMAT, CMG, NVDA, AXP Follow Chris on Twitter: https://twitter.com/ChrisJVersace Follow Mark on Twitter: https://twitter.com/AbssyMark
Mar 23, 2020 • 30min
Fed Moves, Broken Markets & Life In Italy Today With Lenore Hawkins
Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving through the rest of Europe today and could provide a preview of what we could experience in North America and the rest of the world. We also discuss her views on the historic Fed moves, the challenges with bond ETFs and what fiscal policies should target for relief in the US. Follow Lenore on Twitter: https://twitter.com/EllesEconomy
Mar 17, 2020 • 7min
3 Keys To Crisis Management For Your Practice
In this short podcast, I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more information or a complimentary consulting session to learn what other advisors are doing to manage through this crisis please visit www.jaycoulter.com/crisis. Re-risk Profile Tools: DataPoints: www.datapoints.com Riskalyze: www.riskalyze.com Digital Communication Tools: Snappy Kraken: www.snappykraken.com Lead Pilot: www.leadpilot.io Prospecting Tools Hidden Levers: www.hiddenlevers.com
Mar 16, 2020 • 21min
Why the Fed's Sunday Surprise Flopped with Tematica Research
The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thoughts. Also, hear what is going on from inside Italy as Lenore Hawkins shares her experience during the lockdown as Chris Versace discusses the implications on stocks in this environment.
Mar 9, 2020 • 36min
Markets In Panic
What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the circuit breaker and North Korea launching missiles? Lenore Hawkins and Chris Versace of Tematica Research discuss this and more on this episode of The Resilient Advisor.
Feb 28, 2020 • 20min
LIVE from Italy: Is Coronavirus No Major Worry Or A Pandemic? Yes. With Lenore Hawkins
Lenore Hawkins of Tematica Research came on the podcast to give us her 'boots on the ground' assessment on what is going on in Northern Italy. We discuss the social dynamics in Italy with the Corona Virus hanging over the region as well as a deep dive on the short and long-term implications for the markets and global economy.
Feb 24, 2020 • 18min
Stocks Down, Gold & Fear Up - What You Need To Know With Chris Versace (Tactical Market Strategies)
Stocks are under pressure this week and Chris Versace of Tematica Research joins me to discuss tactical strategies and thematic opportunities in the markets.
Feb 12, 2020 • 27min
Defining The Future of Wealth Management With IWI CEO Sean Walters
Sean Walters, CEO of the Investments & Wealth Institute, came on The Resilient Advisor Podcast to discuss a new industry report they released on the future of our industry.
Feb 10, 2020 • 19min
Update On The Current Earnings Season With Chris Versace (Tactical Market Strategies Series)
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
Feb 4, 2020 • 13min
What I Learned Producing 100 Industry Podcasts
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."
