

Resilient Advisor
Jay Coulter
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.
Episodes
Mentioned books

Aug 13, 2021 • 19min
The Pro Bono Planning Movement with Jon Dauphiné
Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement. Later in the show, Adam Holt, CEO of Asset-Map joins Jon & Jay to talk about AdviceTech.LIVE. Learn more about The Foundation For Financial Planning: Website: https://ffpprobono.org LinkedIn: https://www.linkedin.com/company/foundation-for-financial-planning/ Twitter: https://twitter.com/PowerProBono Connect with Jon: LinkedIn: https://www.linkedin.com/in/jondauphine/ Twitter: https://twitter.com/DauphineJon Learn more about AdviceTech.LIVE: Website: https://www.advicetech.live/ LinkedIn: https://www.linkedin.com/events/6828744993348304896/ Twitter: https://twitter.com/AssetMapLLC Connect with Adam: LinkedIn: https://www.linkedin.com/in/hadamholt/ Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Aug 11, 2021 • 37min
Dasarte Yarnway's Story: How I Serve
Dasarte Yarnway, Founder of Berknell Financial Group & Head of Community at Altruist, tells his story and discusses how he serves his clients and community. Connect With Dasarte: LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/ Twitter: https://twitter.com/DasarteYarnway Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Aug 9, 2021 • 16min
July Risk On or Risk Off with Michael Gayed
Jay Coulter interviews Portfolio Manager Michael Gayed for this instaliment of their monthly Risk On - Risk Off Report. Connect With Michael Gayed: Newsletter: https://www.leadlagreport.com ETF Think Tank: https://www.etfthinktank.com LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/ Twitter: https://twitter.com/leadlagreport Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Aug 6, 2021 • 46min
Investment Spotlight: The Alkaline Water Company CEO Ricky Wright
The Alkaline Water Company CEO Ricky Wright comes on the Investment Spotlight series on Resilient Advisor with Jay Coulter and Chris Versace. To learn more about The Alkaline Water Company, please visit www.thealkalinewaterco.com. About The Alkaline Water Company: Founded in 2012, The Alkaline Water Company (NASDAQ and CSE: WTER) is headquartered in Scottsdale, Arizona. Its flagship product, Alkaline88®, is a leading premier alkaline water brand available in bulk and single-serve sizes along with eco-friendly aluminum packaging options. With its innovative, state-of-the-art proprietary electrolysis process, Alkaline88® delivers perfect 8.8 pH balanced alkaline drinking water with trace minerals and electrolytes and boasts our trademarked label ‘Clean Beverage.’ Quickly being recognized as a growing lifestyle brand, Alkaline88® launched A88 Infused™ in 2019 to meet consumer demand for flavor-infused products. A88 Infused™ flavored water is available in six unique all-natural flavors, with new flavors coming soon. Additionally, in 2020, the Company launched A88 Infused Beverage Division Inc., which includes the Company’s CBD water and flavor-infused water. For the Company’s topical and ingestible offerings, A88 Infused Products Inc. includes the Company’s lab-tested hemp-extract salves, balms, lotions, essential oils, bath salts, powder packs, oil tinctures, capsules, and gummies. To purchase Alkaline88® and A88 Flavor Infused products online, visit us at www.alkaline88.com. Learn more about Alkaline Water Co.: Website: https://thealkalinewaterco.com/ LinkedIn: https://www.linkedin.com/company/alkalinewaterco/ Twitter: https://twitter.com/Alkaline88 Connect With Ricky: LinkedIn: https://www.linkedin.com/in/rickyawright/ Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulte Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Aug 2, 2021 • 14min
ETF Stories: BLOK - A Blockchain Story with Mike Venuto
Mike Venuto Comes on ETF Stories to talk about the Amplify ETFs Transformational Data Sharing BLOK ETF. Learn more about the series and other interesting ETFs: www.etfstories.com Learn more about BLOK: https://www.BLOKETF.com

Jul 30, 2021 • 15min
RIAs & Life Insurance Solutions - Bridging The Gap With David Stone
David Stone of RetireOne comes on The Resilient Advisor Show to discuss how insurance solutions have evolved to meet the changing needs of the RIA community. RetireOne recently released a survey and in partnership with Protective Life and David also shares some of their findings. Learn more about RetireOne: -- Website: https://retireone.com/ --LinkedIn: https://www.linkedin.com/company/retire-one/ Connect with David: -- LinkedIn: https://www.linkedin.com/in/david-stone-34a9671/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jul 29, 2021 • 11min
Blockchain Report with Dan Weiskopf
This is the first edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space. Topics discussed include: -- China's impact on mining -- ESG mining concerns -- Why active management is important in the blockchain and digital asset space. Dan Weiskopf is a Portfolio Manager at Toroso Asset Management. Learn more about BLOK, the Amplify Transformational Data Sharing ETF: https://www.BLOKETF.com Download the Amplify ETFs BLOK-Chain Monthly report: https://www.blok-chain-monthly.com Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jul 21, 2021 • 18min
Comparing Portfolio Rebalancing Strategies with YCharts
Connor Kitko, Product Marketing Manager at YCharts, comes on the show to talk about comparing portfolio rebalancing strategies. YCharts Report "Comparing Portfolio Rebalancing Strategies": https://www.go.ycharts.com/rebalance Connect with Connor: -- LinkedIn: https://www.linkedin.com/in/connor-kitko/ Learn more about YCharts: -- Website: https://ycharts.com/ -- LinkedIn: https://www.linkedin.com/company/ycharts/ -- Twitter: https://twitter.com/ycharts Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jul 8, 2021 • 26min
DTOX Cleaner Living ETF: ETF Stories
Chris Versace & Lenore Hawkins of Tematica Research come on ETF Stories to talk about the new Amplify ETFs Cleaner Living ETF $DTOX. Learn more about DTOX by visiting https://www.amplifyetfs.com/DTOX Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Chris Versace: --Twitter: https://twitter.com/chrisjversace --LinkedIn: https://www.linkedin.com/in/chrisverace/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Jul 6, 2021 • 16min
Risk On - Risk Off with Michael Gayed
Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens. Connect With Michael Gayed: -- Newsletter: https://www.leadlagreport.com -- ETF Think Tank: https://www.etfthinktank.com -- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/ -- Twitter: https://twitter.com/leadlagreport Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved