Resilient Advisor

Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition Consultant Aaron Hasler of www.aaronhasler.com comes on the podcast to share some of his expertise on this important topic.   Connect with Aaron   Website: www.aaronhasler.com LinkedIn: Link

I have found podcasting incredibly helpful in both my professional and non-profit efforts. It is an incredible platform that allows you to connect with people and build your brand. Kirk Lowe is an expert at building financial advisor marketing strategies and he is a big advocate of podcasting. On this episode we discuss the Top 10 Reasons Financial Advisors Should Start A Podcast. Kirk's podcast with Matt Halloran:  www.topadvisormarketing.podbean.com/

Tom Lydon is one of the best known ETF experts today.  On this podcast we discuss some of the larger issues facing Financial Advisors today when allocation to ETFs.  Smart Beta vs Factor Strategies. What does a zero cost ETF look like? Are ETF Strategists necessary today? The pros and cons of using fixed income ETFs. The current market for dividend focused ETFs.  Are Robo Advisors really a threat to the traditional model. What will the market for mutual funds look like in 5 years?

On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients…...which is always a popular topic in this community!  We discuss how top Financial Advisor are del eloping deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.'  A little background John: Founder of Triple R Media, Inc - www.triplermedia.com Publisher of Life Refined Magazine - www.liferefinedmagazine.com Former executive at Google Connect With John ​Twitter: @LifeRefinedMag LinkedIn: @JohnFrankot

Without a succession plan, you are inviting a business and financial catastrophe. Your heirs will not maximize your years of hard work. You need a plan. ASAP! On this episode of The Resilient Advisor Podcast we discuss this issues and more with Attorney Joel Beck of The Beck Law Firm.  Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.  

Have you had a client close their account because a competitor presented them with the latest Managed Futures Fund with a great 'track record?'  Has a client moved their business because they decided that they could trade futures contracts and generate better returns than you?  Are you constantly discouraged by the underperformance of your ETF allocation to commodities?  On this episode of The Resilient Advisor I discuss these issues with 20 year trading veteran John Farley, who is the Volatility Portfolio Manager with Emil van Essen, LLC.

The decision to breakaway from your firm is never an easy one. Is the grass really greener? Have you considered all of the new roles and responsibilities that will need to be filled?   Are your compliance and regulatory filings inline for a move? On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm.  Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.  

This episode of focuses on the dangers of a cyber attack. It could literally destroy your business and credibility. I interview Jonathan DeCollibus, who is the CEO of BravoSec.com. We also talk a little about the dangers that can be found on your phone, tablet and home computer.  Jonathan's firm is the nation’s only cyber security firm that works exclusively with RIAs.  BravoSec.com is a boutique cyber security firm, taking on only a handful of clients every year in the RIA space and serving them with the highest security available today, closing the gap for RIAs between compliance requirements and actual security.

10 year NFL veteran Jon McGraw comes on the podcast to discuss success, happiness and building a 'Performance Mindset.'  He is the co-founder of Vision Purse, a mental skills training company focused on helping sport organizations and corporate organization leverage the most current performance enhancement methods.

If you are not familiar with Suzy’s story, she was is a three-time olympic track and field star. She went on to become a spokeswoman for Disney and then started moonlighting as a high priced escort in Las Vegas. Once she was exposed it became tabloid fodder and her career appeared ruined. She has told her story on Dr. Phil and ABC’s 20/20 and her new book, Fast Girl, is a New York Times best seller. This interview was originally recorded for The Conquer Worry Podcast and instantly became one of the shows most popular episode, having been downloaded in over 90 countries. I reached out and asked her if I could share this interview on this new Financial Advisor focused podcast and she was all for it and that is because it is a story of mental resilience and professional redemption. This is a story of resilience. Personal and professional resilience.