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.
The RPAR Story with Damien Bisserier & Alex Shahidi
Is now the time to consider Risk Parity in your portfolio? Damien Bisserier & Alex Shahidi are Co-CIO's at Evoke Advisors, the team that powers the RPAR ETF.
Learn more about RPAR: https://rparetf.com
Learn about past episodes of ETF Stories: www.etfstories.com
The Changing Landscape of ETF Distribution with Jillian DelSignore of FLX Distribution
Jillian DelSignore joins Jay Coulter on The Resilient Advisor Show to discuss a recent report that she co-authored on changes in the ETF industry.
July Blockchain Report with Dan Weiskopf of Toroso Investments
Portfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report.
Grab your copy here: https://www.blok-chain-monthly.com
August Risk On - Risk Off Report with Michael Gayed
Jay Coulter interviews Michael Gayed for this installment of their monthly Risk On - Risk Off Show. Michael is a Portfolio Manager at Toroso Investments and a member of the ETF Think Tank. They also discuss two of Michael's ETFs, JOJO and RORO.
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.
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.
Entertaining, insightful and actionable! 🔥
Whether you’re well established as an advisor, or just getting started carving out a profitable niche that’s ready to grow - this is a must-listen podcast for you! Jay does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving practice - with leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!
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.