Resilient Advisor

Impeachment, Election Year Portfolio Positioning and Slowing Growth with Clint Sorenson CFA, CMT. The Resilient Advisor Podcast "Forecast Free Series" for 10-4-19.   #resilientwealth #resilientadvisor

This week I attended the XY Planning Network's annual conference in St. Louis called XYPNLive and I think that I have seen the future of financial advice.   Mentioned in this episode:   XY Planning Network Michael Kitces Dr Sarah Fallow of DataPoints Eric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken Bill Winterberg of FP Pad Holistiplan Altruist

Tim Welsh is the president of Nexus Strategy, one of the top consulting firms in the wealth management industry. I first ran across Tim reading one of his articles so I reached out and found him to have a deep understanding of our industry so I wanted to bring him on the podcast.   In this interview, we discuss technological disruptors like AdvicePay, Schwab's $30 subscription service and options for cash. The industry is changing fast, and Tim has a great read on what it going on.     Connect With Tim   Timothy D. Welsh, CFP® Nexus Strategy, LLC Phone – 415-847-4874 Email – tim@nexus-strategy.com Web – www.Nexus-Strategy.com Twitter - www.twitter.com/NexusStrategy     About Tim (From His Website)   Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry.   Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development. Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado.   Tim holds the Certified Financial Planner, CFP® designation and is an active member of the Financial Planning Association (FPA), serving in a leadership role on a number of task forces, committees and as a past elected member of the National Board of Directors.

Andrew Chanin and Jay Coulter discuss the unique investment opportunities in space. Connect With Andrew Twitter: @ETFwunderkind LinkedIn: https://www.linkedin.com/in/andrew-chanin-2a065462/ ProcureAM's Twitter: @ProcureAM_LLC About Andrew Chanin Andrew Chanin, Co-Founder and CEO of ProcureAM. ProcureAM is a new ETP issuer behind The Procure Space ETF (UFO), the world’s first pure-play space ETF. UFO tracks the S-Network Space Index, the first Certified Space Data Product™ to be recognized by the nonprofit Space Foundation. Andrew is "famous" in the ETF industry for launching various successful thematic ETFs, most notably a cybersecurity ETF that surpassed $1 billion in less than a year.

On this episode, I interview divorce expert Carol Lee Roberts. We discuss the 5 Major Pitfalls advisors need to consider when a client is going through a divorce. Carol is the President of the Institute for Divorce Financial Analysts.   Connect With Carol Lee   Twitter: https://twitter.com/InstituteDFA LinkedIn: https://www.linkedin.com/company/institute-for-divorce-financial-analysts-/ Facebook: https://www.facebook.com/InstituteDFA/ Website: institutedfa.com Email: CLRoberts@Institutedfa.com   About Carol Lee   Carol Lee is the current President of the Institute for Divorce Financial Analysts and brings over 30 years of experience in the financial services industry to this position. She holds the Certified Financial Planner and Certified Divorce Financial Analyst designations. Carol Lee has an undergraduate degree from Augustana College and a Master’s Degree in Financial Planning from DePaul University. As the Director of the Office of Professional and Continuing Education at DePaul University, her Financial Planning Education Center had the third largest Financial Planning Certificate program in the country. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, DC. As President of IDFA, she has seen the number of certificants in both Canada and US grow substantially and hosts an annual conference that continues to grow significantly year over year. Carol Lee authored the Tools & Techniques book, Divorce Planning, and is the editor of the Divorce Survival Guide as well as the CDFA program materials.

The model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the podcast to discuss this evolution and the complications in this space for financial advisors.   BONUS: He provided listeners with a great offer. If you choose to subscribe to YCharts, he is offering a 20% discount just for referencing The Resilient Advisor podcast. Make sure you sign-up for a free trial and see if it could help your business. www.ycharts.com   Note: This is NOT an affiliate link.   Connect With Sean:   LinkedIn: https://www.linkedin.com/in/sean-brown-6266673/