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.
EP139 Stock Ideas For Thanksgiving, Christmas & 5G Themes With Chris Versace
Chris Versace of Tematica Research came on the show to share some stock idea's for this market.
$MKR $WMT $TGT $SWKS $QCOM $KR
EP138 What Is Really Happening In Europe? with Lenore Hawkins
Lenore Hawkins joins the show from Italy where she gives her take on what is happening in Europe with the latest round of lock-downs. We also discuss the most recent macro data and some of her thematic investment ideas.
EP137 The Problem With 60/40 Portfolios & Election Cycle Investing with Michael Gayed
Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund.
On this episode we discuss the death of the 60/40 portfolio, bitcoin, investing during an election cycle and the challenges of fixed income investing.
EP136 How To Have The Crypto Conversation & Why It Is Important With Matt Hougan
Matt Hougan of Bitwise Asset Management came on the show for the first of two interviews discussing topics around crypto-assets. In this one, we discuss how Financial Advisors can have the crypto conversation and why it is important.
EP135 Bridging The Generation Gap With Penny Phillips
Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her strategies on how to bridge the generational differences on teams today.
EP 134 Digital Assets, Crypto, Blockchain, And Decentralized Finance with Adam Blumberg
Adam Blumberg is a unique operator in the financial services industry. He has given up his advisory business to focus on educating advisors and the public on cryptocurrencies and the blockchain. In this interview, you will learn why crypto, blockchain and bitcoin can be challenging for financial advisors and what you can do about it.
Customer ReviewsSee All
A podcast must
Jay’s podcast is a must for me. As an independent advisor I find the content and his guests so relevant and helpful. I find at least 1 takeaway from every podcast.
Great way to stay up with industry trends!
Working as an independent you are not always surrounded by people to help learn from one another the latest trends. This podcast helps me stay informed on trends in the financial planning world and reassure myself I am doing what is best for my clients. Ever episode gives me at least one good takeaway.
Resourceful and relevant
Every episode is worth listening to, I come away with at least one new thing to talk about with my team. Thanks for putting great content out there and keep it coming.