Resilient Advisor

On this episode of The Resilient Advisor Podcast, Celeste Blackman joins me to discuss how to drive collaboration with clients, teams and inside your firm.  Celeste is an international consultant and co-founder of The Green Zone Culture Group. She has taught communications in the Executive MBA program at the Wharton School of Business for more than 15 years. She has worked with NASA, Chevron, The United Nations, the National Institutes of Health and the National Cancer Institute. Connect With Celeste: Website: www.greenzoneculture.com LinkedIn: https://www.linkedin.com/in/celesteblackman

Bill Cates is widely recognized as one of the foremost experts in the art and science of acquiring new clients through referrals and personal introductions. He is president of Referral Coach International. Bill is also a bestselling author. His third and latest book, Beyond Referrals, lays out the steps to converting referrals to what he calls “Engaged Introductions” and, ultimately, new clients.   Free Report: Five Secrets to Multiplying Your Best Clients (www.multiplyyourbestclients.com)      Connect with Bill   Twitter: https://twitter.com/Bill_Cates Facebook: https://www.facebook.com/ReferralCoach LinkedIn: https://www.linkedin.com/in/billcates/

Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller 'The Laws of Wealth' and is the host of the popular Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer.  On this episode, we discuss how financial advisors can leverage his 'Third Way' of looking at investing through a behavioral lens. There are granular applications that you can implement in your practice today.      Also mentioned in this episode:   Jesse Felder's The Felder Report: https://thefelderreport.com   Here is a list of Dr. Crosby's top books on the subject of Behavioral Finance.  www.nocturnecapital.com/blog/2016/8/1/the-best-books-on-behavioral-finance-and-behavioral-economics   Connect With Daniel:   LinkedIn: https://www.linkedin.com/in/danielcrosby   Twitter: https://twitter.com/danielcrosby   Website: http://www.nocturnecapital.com     About Daniel: Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News.  Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.

David Snider came on The Resilient Advisor Podcast to discuss how financial advisors can differentiate themselves by integrating tax and legal services in the client experience.  If you are interested in learning more about the Harness Wealth platform email advisors@harnesswealth.com or visit www.harnesswealth.com.      Connect With David   LinkedIn: www.linkedin.com/in/sniderdavida       About David Snider   David Snider is the Founder & CEO of Harness Wealth, a financial technology company with a mission of helping people reach their best financial future. The business provides a unified data platform for people to identify opportunity, optimize their wealth and connect with a highly curated set of top advisors across financial, tax and legal.  David incubated Harness Wealth as an executive-in-residence at Bain Capital Ventures. Previously he served as COO & CFO of Compass, a real estate tech company that he helped grow from pre-launch to a valuation of $1.8 billion. David was an investor at Bain Capital private equity, where he completed investments worth over $2 billion as well as the IPO of Sensata on the NYSE. He is the author of Money Makers: Inside the New World of Finance and Business published by Macmillan. David received an M.B.A. from Harvard Business School and a B.A. from Duke University.    

On this episode, Aaron Klein and I discuss the application of behavioral science in our industry. Aaron is the CEO of industry-leading fintech company Riskalyze. He also shares his thoughts on recent developments in the fintech space.    Aaron produces the Fintech Report Card on wealthmanagement.com each month.   Connect With Aaron LinkedIn: www.linkedin.com/in/aaronklein Twitter: https://twitter.com/AaronKlein About Aaron (From The Company Website)   Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.  

Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility. 

On this episode of The Resilient Advisor podcast, Jay Coulter interviews Eric Ervin who is the CEO of Blockforce Capital.  We discuss the blockchain inefficiencies, cryptocurrency, Bitcoin ETFs and "Alpha Donors."

On this episode we explore the future of fintech with the CEO of RobustWealth, Mike Kerins.  The digital advice space is changing rapidly and if you are not paying attention you are putting your business at risk. Mike shares his thoughts on how he sees the space unfolding in 2019.        Connect With Mike On LinkedIn: https://www.linkedin.com/in/michael-kerins-cfa-frm-165a97ba/   About Mike   Mike Kerins, CFA, FRM | Founder and Chief Executive Officer   Mike Kerins is the founder and CEO of RobustWealth, a B2B digital wealth management platform headquartered in Lambertville, NJ. Prior to RobustWealth, Mike spent eight years at Franklin Templeton, where he managed an investment team overseeing a global portfolio of assets equaling $40 billion. He also served as head of asset class research and has expertise spanning strategic and tactical asset allocation, portfolio construction, target date strategies and liquid alternatives. Mike is a CFA charter holder as well as a certified Financial Risk Manager. He holds a B.S. in Chemical Engineering and a B.S. in Finance from the University of Colorado and also has a certificate in Computational Finance from the University of Washington. He lives with his wife and three children in Lambertville, NJ.   RobustWealth social media channels: Twitter: https://twitter.com/RobustWealth LinkedIn: www.linkedin.com/company/robustwealth/ Facebook: https://www.facebook.com/robustwealth/  

Julie Littlechild is a client engagement expert and industry thought leader. This is her second appearance on The Resilient Advisor Podcast. In this episode, Jay Coulter interviews Julie to get help listeners learn her strategies on building an exceptional client experience.    From the podcast - Asses your Client Experience: www.absoluteengagement.com/blog/client-engagement/assess-your-experience/     Connect With Julie Twitter: @jlittlechild LinkedIn: https://www.linkedin.com/in/julielittlechild Blog: www.absoluteengagement.com/blog Email: jlittlechild@absoluteengagement.com Website: www.absoluteengagement.com     About Julie   Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future.   Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years.  Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released in January, 2017.   Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.  

Shay Eskew's life story is inspirational. He ranks in the top 1% of IRONMAN worldwide despite burns on 65% of his body. He is an active father of 5 children while managing a successful professional and speaking career. He is now an author.    Learn his story and techniques for motivation on this episode of The Resilient Advisor with Jay Coulter.      Connect With Shay   Book: What The Fire Ignited   Website: www.shayeskew.com   Facebook: www.facebook.com/ShayEskew   Twitter: https://twitter.com/shayeskew   LinkedIn: linkedin.com/in/shayeskew         About Shay     Shay is an All American / All World ranked triathlete, former black bear researcher, burn survivor with scars over 65% of his body and sought out motivational speaker/author. At the age of 8, Shay was set afire by a neighbor’s child and credited with saving the life of his 7 year old friend. Despite being told he’d never play sports again, enduring over 35 surgeries the last 36 years, Shay is a 4x IRONMAN, 4x member of Team USA, 25x IRONMAN 70.3, ranked top 1% of IRONMAN worldwide, and has competed in 10 triathlon World Championships in 7 countries on 4 continents, including the IRONMAN World Championships in Kona, Hawaii (competed at the 2018 IRONMAN 70.3 World Championship in South Africa). Additionally, Shay is a sponsored triathlete of Newton Running and First Endurance and an inaugural cohort of exceptional service-oriented athletes known as the Malama Club, long standing members of the IRONMAN Foundation ambassador team.   Shay received a BS (cum laude) and an MBA (finance) from the University of Tennessee.  Most importantly, Shay recently celebrated his 15yr wedding anniversary and is the proud father of 5 kids under 12.