Resilient Advisor

As a financial advisor, the student loan problem is a major issue when building financial plans. On this episode of The Resilient Advisor Podcast, Joseph Reinke, CFA of FitBUX shares his thoughts on solutions to this issue. Connect With Joseph   Twitter: @Fitbuxofficial Facebook: @Fitbuxofficial Website: www.fitbux.com     About Joseph   Joseph Reinke is the CEO and founder of Fitbux, Inc. FitBUX is introducing innovative finance products and technology to the student lending industry. Joe has been in the finance industry for over a decade and is a CFA Charterholder. He has hosted numerous live chats about student loans with SPTs across the country, presented at the California Student Conclave, appeared on podcasts, and written numerous financial blogs.   Tags: Jay Coulter, The Resilient Advisor, The Resilient Retirement

Professor Jamie Hopkins comes on The Resilient Advisor Podcast with Jay Coulter to discuss how sophisticated financial advisors are using home equity as a tool in retirement plans. Jamie has been feature on Consuelo Mack’s PBS show WealthTrack (Link), Forbes (Link) and MarketWatch.    Reverse mortgages are not what they used to be. This episode will be very informative for any financial advisor or financial planner who is stuck in the dogma that the industry has around these tools. You owe it to your clients to understand how these work and how they can help your clients have better outcomes in retirement.   Connect With Jamie   Website: hopkinsretirement.com   Twitter: @retirementrisks     About Jamie (From The American College Website)   Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®, is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The College. Teaching courses in retirement, estate planning, and life insurance, he has educated thousands of financial services professionals and continues to move the needle for retirement income planning.   Professor Hopkins is recognized as one of the leading retirement planning experts in the United States and, in 2015, was selected by InvestmentNews for its list of the top 40 financial services professionals under the age of 40. Professor Hopkins has also contributed numerous articles for periodicals including Villanova Law Review, Nebraska Law Review, and Hastings Science & Technology Law Journal, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association.   Professor Hopkins received his Bachelor of Arts degree in political science at Davidson College. He then attended Villanova University School of Law, where he obtained his JD and graduated with honors. He later received his MBA from the Villanova University School of Business. Professor Hopkins also holds an LLM from Temple University and two financial planning designations from The American College: the Chartered Life Underwriter® (CLU®) and Retirement Certified Professional® (RICP®).

Will Rhind, the CEO and Found of GranitesShares joins Jay Coulter on this episode of The Resilient Advisor Podcast to discuss portfolio construction with broad-based commodity ETFs and gold ETFs.    What We Discuss:   Does it make sense to use the ETF structure for commodity structure?   The Bloomberg Commodity Index vs the GSCI Index.   The implications of the recent energy drawdown.   Mean Reversion implications for index investors.   COMG vs COMB   Gold ETF's as a part of a diversified portfolio.   BAR ETF as a unique gold ETF. (It is not leased out by prospectus)  Connect With Will:   Website: Graniteshares.com     About Will (From His Website)   In 2016, Will Rhind challenged himself to find a way to do things differently. As a 16-year veteran of the ETF industry with experience working at, building and running, well-established successful ETF businesses, he made a keen observation: investing just isn’t as exciting as it once was.   Will asked himself is how do you bring back that excitement? As an experienced entrepreneur, he decided to answer that question by launching his own ETF company - GraniteShares was born.   Will’s focus on disrupting the financial industry has taken GraniteShares from an idea to a successful start-up garnering the attention of Bain Capital and other well-known ETF investors who support his passion to create products that will change the way people see investing.   Will spends his time outside of GraniteShares with his wife and three children. He’s on the Board of Directors of the Bath University Foundation, has a passion for classic cars, Manchester United, and travel – especially back to his roots in Aberdeen, Scotland, “The Granite City”. Tags: Jay Coulter, Resilient Advisor, The Resilient Advisor, Portfolio Construction

On this podcast, Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility and how to position gold in a portfolio.   Tags: The Resilient Advisor, Resilient Advisor, Jay Coulter

This week Morgan Stanley is exiting the Recruiting Protocol. While the implications are not exactly clear at this time, Attorney Joel Beck discusses what we know at this time.    Connect With Joel      Phone: (678) 783-3692 Office    Email: joel@thebeckfirm.com      Website: http://thebeckfirm.com

On this episode I interview Dan Sondelm, CEO of Sondhelm Partners. He as 20 years of experience building brands in the financial services industry.   How do you establish yourself as a 'Thought Leader?' 1. Define your message and be a part of the conversation 2. Produce Content: Blog, Podcast, YouTube 3. Repurpose Content (Social Media)   Idea: Have you googled yourself? It's important!   Why social media is important for financial advisors. 1. Your competition is there. 2. Your clients are there. 3. Serious prospects are there.   Idea: Think of 'social media' as just an extension of digital media.   The Donald Trump lesson: What happened to Dan after Donald Trump retweeted his tweet!        Article: What Financial Advisors Can Learn From Donald Trump        Dan's blog post on his viral article: Link     Idea: Follow influencers across all social media platforms.   Idea: Leverage technology     Buffer     Hootsuite   What does it look like when an advisor hires a public relations firm?      Connect With Dan     Website: www.sondhelmpartners.com Twitter: @DanSondhelm LinkedIn: @DanSondhelm Facebook: @sondhelmparters Email: dan@sondhelmpartners.com       About Dan (From his website)   Dan Sondhelm is the CEO of Sondhelm Partners, a firm designed to help financial companies attract investors, strengthen distribution and build brands. Dan is a nationally recognized financial communications expert. For more than 20 years, Dan has helped financial clients grow by providing guidance and perspective. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars. Dan was also nominated by MutualFundWire in 2009 as one of the Most Influential People in Fund Distribution for his guidance and perspective in helping companies grow. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars. Prior to establishing Sondhelm Partners, Dan was a senior partner and senior vice president at SunStar Strategic for more than 20 years. In this role, he was instrumental in helping boutique and larger firms develop strong distribution and marketing programs. Dan earned an MBA from the Kogod College of Business Administration at American University in Washington, DC. He lives in Alexandria, VA with his wife Jenna, twin children Madeleine and Gabriel, and cat Remy.

My guest on this episode is Russ Rausch of Vision Pursue. Russ and his team consult with professional athletes, coaches and corporate organization.  He teaches his clients how to improve performance by changing the way they think.      What We Discuss:   We all carry an 8-1 'Negativity Ratio' with our thoughts. This impacts performance.    How to train your brain to influence your thoughts via an understanding of the chemical reaction in your brain.   The Four Elements      1. Expectations, Judgement and Control    2. Emotions    3. Identity & Purpose    4. Mindfulness & Meditation   The Visions Pursue SEE Model    Separate    Embrace    Evaluate   How Phil Jackson, John Wooden and Nick Saban focus on the PROCESS, not the RESULT.      Learn More About Vision Pursue's Training & App: www.VisionPursue.com     About Russ Rausch   Russ is an executive with over 16 years of C-Level experience with companies in the hedge fund and technology sectors. Before VP, Russ was the COO of the hedge fund Emil van Essen in Chicago. He was also part of the executive team that took the trading software firm, Trading Technologies, Inc. (TT), from a 20-person startup to a successful 650-person global company as CFO, Head of Global Support, and EVP of Global Buyside Sales.

 What we discuss:   Gallup Strengths Finder: www.gallupstrengthscenter.com Kolbe A Assessment: http://m.kolbe.com/aindex    Kristin's New Course: 8 Weeks To Elevate Your Practice: http://andreegroup.com/ElevateWebinarSignUp   Watch The Video About Her Course: Link     Connect with Kristin:   Website: http://andreegroup.com   Social Media   Facebook: @andreegroup Twitter: @andreegroup Instagram: @andreegroup LinkedIn: @kristinandree

Partnering with the right wholesaler can bring tremendous value to an advisory practice. Industry veteran Rob Shore of Wholesaler Masterminds® comes on the podcast to discuss how a financial advisor can determine if they have established a truly impactful partnership with their key wholesalers.

Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition.     Connect With Linda   Website: cma.consulting Email: lwillis@cma.consulting LinkedIn: www.linkedin.com/in/lindareidwillis