Resilient Advisor

Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.

Are you struggling with what to do with your fixed income allocations? Most advisors are looking for answers. Clint Sorenson CFA, CMT and I discuss advisor options including Invesco US Bulletshares. 

Frank Agin is a Professional Networking expert. He came on the podcast to discuss his top strategies and tactics that he coaches Financial Advisors to use in their practice.   Connect With Frank:   LinkedIn: https://www.linkedin.com/in/frankagin/ Twitter: https://twitter.com/frankagin Website: http://www.frankagin.com/ AM Spirit: https://www.amspirit.com/

'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets.   Today's Topics:   Domestic outperformance since 2010 International PE (TTM) divergence Emerging Markets Domestic Bias Recency Bias

In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This leads to some real integration challenges. Putting a critical lens on the tech stack during the process will present opportunities for both parties to streamline systems and deliver a better client experience. My guests on this episode of The Resilient Advisor Podcast have published a new book to help financial advisors and firms navigate this process.   Order Your Copy: The Financial Advisor M&A Guidebook (https://hifon.org/book/)   My Guests:   Greg Friedman is the CEO of Private Ocean, an innovative West Coast wealth management firm, and the founder of Junxure, a popular CRM platform for financial advisors.   Connect on LinkedIn: https://www.linkedin.com/in/shaunkapusinski/   Shaun Kapusinski is the Director of Technology & Operations at Sequoia Financial Group and the Founder of HIFON. Since 2010, HIFON has quietly built the premier community of RIA Operations Professionals.   Connect on LinkedIn: https://www.linkedin.com/in/greg-friedman-cfp/

'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets.   Today's Topics:   The negative divergence of the bond and stock market today. What the Lumber - Gold Ratio could be telling us about volatility. What small-cap stocks could be telling us about the business cycle.

Kyle Wiggs of eXact Strategies comes on the podcast to discuss the blind spots and challenges faced by the major TAMPs today. We also discuss fee compression in the space and how technology is driving innovation.    Connect With Kyle LinkedIn: www.linkedin.com/in/kylewiggs Website: www.exactstrategies.com   About Kyle (From his LinkedIn Profile) I am a managing partner for eXact Strategies responsible for the growth and distribution of technology and products. I lead a team of experts who distribute cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients.  I have raised $16+ billion across the independent, wirehouse, and registered investment advisor channels. In addition, I have led the sales and product efforts of a top-five independent broker-dealer wealth management platform. I value working with people who are committed to putting clients first. I am passionate about providing advisors with the latest tools and technology to grow their practice and improve client outcomes. I never waver in my commitment to hold organizations accountable for doing what is best for advisors and clients. I believe in doing business with integrity. Today’s advisors have an extraordinary opportunity to embrace the technologies that have revolutionized the industries of transportation, medicine and real estate. eXact Strategies provides advisors similar technology to meet the needs of today’s clients by using advanced data analytics to create white-label investment solutions designed around the clients they serve. I’ve been recognized as the top sales associate at every company I have worked at. I am honored to have been awarded Outstanding Associate of the Year (National Planning Holdings), three-time Wholesaler of the Year (Curian Capital), and a six-time Leaders Council Representative.

I am a self-admitted behavioral finance nerd. I love the academic lens on why we make the financial decisions that we do. My guest on this episode of The Resilient Advisor Podcast is going to present a different lens on this subject. Susan Bradley believes that there is a ‘Dark Side’ to behavioral finance and she explains exactly what she means on this episode.   Listener Giveaways Transition Journal Giveaway - Only for the first 10 people: info@suddenmoney.com 3 Questions Overview PDF: info@suddenmoney.com       Connect With Susan Website: https://www.suddenmoney.com For Advisors: https://financialtransitionist.com Twitter: https://twitter.com/SuddenMoney LinkedIn: https://www.linkedin.com/in/susanbradleycfp   About Susan: She is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation. For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change. She is a CFP. She has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000).