Resilient Advisor Podcast

ETF Stories: The Investment Thesis On Carbon Credits with Luke Oliver

01 Jun 2021

Contributed by Lukas

Luke Oliver of KraneShares comes on the show to discuss the Carbon Markets and his firm's ETF symbol: KRBN. This show is part of the ETF Stories serie...

Higher Taxes, Inflation & Interest Rates with Michael Gayed

14 May 2021

Contributed by Lukas

Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens. Issues they discuss: The challenge of...

Hedging Interest Rates & Volatility with Nancy Davis

11 May 2021

Contributed by Lukas

Nancy Davis is the CIO of Quadratic Capital and the manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). She comes on the...

How To Build A Marketing Funnel with Taylor Schulte

04 May 2021

Contributed by Lukas

Taylor Schulte is one of the top marketing authorities in financial services. He came on the show to walk financial advisors through his process for b...

Alternative Indexing Methodologies With David Barse

28 Apr 2021

Contributed by Lukas

David Barse joins Jay Coulter to discuss his firm's unique alternative indexing methodology. At its core, their process is focused on eliminating unde...

Shaping Change with Ross Marino

27 Apr 2021

Contributed by Lukas

Ross Marino has endured a lot of obstacles in his life to reach where he is today. Overcoming serious injuries, family medical trauma and the natural ...

Disruptive ETFs with Christian Magoon

20 Apr 2021

Contributed by Lukas

On this episode, Amplify ETFs CEO Christian Magoon joins Jay to discuss some of the disruptive trends in the ETF market today. Christian shares what h...

How To Leverage Private Real Estate Investing For HNW Families With Dana Cornell

13 Apr 2021

Contributed by Lukas

Dana Cornell was the lead advisor on a $1B+ private wealth practice at Morgan Stanely. He left his practice to pursue his true professional passion, p...

Digital Marketing In 2021 With Robert Sofia Of Snappy Kraken

09 Apr 2021

Contributed by Lukas

Robert Sofia, CEO of Snappy Kraken, discusses the digital marketing landscape and best practices for marketing for financial advisors and more.

GT Biopharma CEO Tony Cataldo - Investment Spotlight

08 Apr 2021

Contributed by Lukas

Tony Cataldo came on the Investment Spotlight Series to speak with Chris Versace and Jay Coulter about GT Biopharma's outlook. Tony's Biography (From ...

Justin Castelli, CEO of RLS Wealth Tells His Story - How I Serve

30 Mar 2021

Contributed by Lukas

Justin Castelli has built an RIA, multiple brands and a business serving Financial Advisors. In this interview, Justin shares the good, the bad and th...

SEC Exam Priorities for 2021 With Chris Winn

29 Mar 2021

Contributed by Lukas

Each year, the Division of Examinations of the U.S. Securities and Exchange Commission ("SEC"), publishes its examination priorities for the upcoming ...

Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins

26 Mar 2021

Contributed by Lukas

Traveling To Europe, The Economy, Inflation & The Markets with Lenore Hawkins, Chief Macro Strategist with Tematica Research.

Shaping Wealth and Funded Contentment with Brian Portnoy

26 Mar 2021

Contributed by Lukas

Financial Wellness expert and Founder of Shaping Wealth,Brian Portnoy, comes on the show to talk about his book and new business, how he invests his m...

Direct Indexing, ESG Overlay & Tax Alpha With Barrett Ayers

18 Mar 2021

Contributed by Lukas

One of the ways to differentiate yourself as a financial advisor is through a unique investment discipline. Direct Indexing has never been easier and ...

Human Capital and Career Management with Brokerhunter

17 Mar 2021

Contributed by Lukas

Managing your career and finding talent has never been more difficult in the financial services industry. David Testerman and Jeff Testerman are expe...

How To Build A Relationship With A CPA with Shelly Bykat, CPA

15 Mar 2021

Contributed by Lukas

Most advisors struggle to build meaningful relationships with CPAs. Shelly Bykat, CPA comes on the show to share her best practices for building relat...

Crypto Office Hours with Tyrone Ross

13 Mar 2021

Contributed by Lukas

Tyrone Ross, CEO of Onramp Invest, comes on the show for Crypto Office Hours, a Resilient Advisor Show series dedicated to all things crypto and block...

Investment Spotlight: Loop Insights Inc CEO Rob Anson

11 Mar 2021

Contributed by Lukas

Rob Anson is the CEO of Loop Insights, whose AI-powered platform allows businesses to action their data, providing contactless venue management, retai...

The Investment Thesis For China With Jason Hsu

08 Mar 2021

Contributed by Lukas

The investment thesis for China can sometimes be difficult for Financial Advisors to parcel through. Jason Hsu is the Founder and CIO of Rayliant and ...

Leveraging Volatility With Covered Calls & Investing New Money with Kevin Simpson

02 Mar 2021

Contributed by Lukas

Investment Spotlight: JUVA CEO Doug Chloupek

01 Mar 2021

Contributed by Lukas

In this episode of the Investment Spotlight Series, Juva CEO Doug Chloupek sits down with Chris Versace and Jay Coulter to discuss the opportunities t...

The Lumber/Gold Ratio, Copper, Commodity Investing and Tether's Impact On Bitcoin with Michael Gayed

25 Feb 2021

Contributed by Lukas

Michael Gayed, the publisher of The Lead-Lag Report, comes on the show to talk about the markets through his Risk On - Risk Off lens.

Manish Khatta, President & CIO of Potomac Fund Management

23 Feb 2021

Contributed by Lukas

Manish Khatta, President & CIO of Potomac Fund Management on The Resilient Advisor LIVE @ Lunch.

How To Add Year-Round Tax Alpha with Kevin Lozer

18 Feb 2021

Contributed by Lukas

Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver better client outcomes with strea...

Cryptocurrency Considerations For Financial Advisors With Matt Hougan

10 Feb 2021

Contributed by Lukas

Matt Hougan comes on the show to share his thoughts on the state of bitcoin and other cryptocurrency for financial advisors, and digital assets.

The Vance Barse Story

07 Feb 2021

Contributed by Lukas

Vance Barse has built his firm, Your Dedicated Fiduciary®, from scratch. He is a client-focused financial advisor and he comes on the show to share t...

How The OKR Framework Can Lead To Rapid Results with Tim Meinhardt

06 Feb 2021

Contributed by Lukas

Tim Meinhardt is an expert on OKRs. In this special episode, Tim and Jay interview each other on the success they have seen with the OKR framework. Th...

Risk On - Risk Off Report with Michael Gayad

28 Jan 2021

Contributed by Lukas

Michael Gayed (The Lead-Lag Report) talks with Jay Coulter of The Resilient Advisor about the markets through his Risk On - Risk Off lens.

Economic Distress and Bullish Themes with Lenore Hawkins

28 Jan 2021

Contributed by Lukas

Lenore Hawkins joins me to discuss some of the tough underlying fundamentals of the economy and some of the bullish themes for investors to consider. ...

How To Quickly Become A Micro Influencer With Matt Halloran

18 Jan 2021

Contributed by Lukas

Matt Halloran of Proud Mouth is an expert at helping professionals build their influence in a systematic way. He is a well-known podcaster himself and...

A Compliance Lens On The New Advertising Rules With Chris Winn

15 Jan 2021

Contributed by Lukas

The SEC has released new rules around advisor advertising. Chris Winn joins Jay Coulter to discuss how advisors should look at these new regulations t...

How CPI Is Hurting Your Clients With Ed Butowsky

30 Dec 2020

Contributed by Lukas

Incorrect inflation projects destroy financial plans and can ruin retirements. Ed Butowsky has created the Chapwood Index to help advisors better ser...

The Academics Of Tail Risk Hedging With Elisabetta Basilico

22 Dec 2020

Contributed by Lukas

Elisabetta Basilico comes on The Resilient Advisor show to discuss tail risk hedging and her book, Smart(er) Investing that was co-written with Tommi...

Risk On Or Risk Off Heading Into 2021? with Michael Gayed

17 Dec 2020

Contributed by Lukas

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. ...

The Real Drivers Of The Economy In 2021 With Lenore Hawkins

11 Dec 2020

Contributed by Lukas

Lenore Hawkins joins Jay Coulter on the show from Italy where she gives her take on the macroeconomic implications as we head into 2021. She provides ...

Stock Ideas For Thanksgiving, Christmas & 5G Themes With Chris Versace

03 Nov 2020

Contributed by Lukas

Chris Versace of Tematica Research came on the show to share some stock idea's for this market.   $MKR $WMT $TGT $SWKS $QCOM $KR

What Is Really Happening In Europe? with Lenore Hawkins

31 Oct 2020

Contributed by Lukas

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 Problem With 60/40 Portfolios & Election Cycle Investing with Michael Gayed

24 Oct 2020

Contributed by Lukas

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. ...

How To Have The Crypto Conversation & Why It Is Important With Matt Hougan

13 Oct 2020

Contributed by Lukas

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 disc...

Bridging The Generation Gap With Penny Phillips

09 Oct 2020

Contributed by Lukas

Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her strategies on how to bridge the generational differences on teams tod...

Digital Assets, Crypto, Blockchain, And Decentralized Finance with Adam Blumberg

02 Oct 2020

Contributed by Lukas

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 ...

How To Use Covered Call Strategies In Your Portfolio With Kevin Simpson

29 Sep 2020

Contributed by Lukas

Kevin Simpson is the CIO of Capital Wealth Planning, a firm with deep expertise in covered call writing strategies. He came on The Resilient Advisor...

How To Focus As A Financial Advisor With Penny Phillips

10 Sep 2020

Contributed by Lukas

Penny Phillips of Thrivos Consulting came on the LIVE @ LUNCH Show to share her simple tricks to help advisors focus.

Crypto Office Hours For Financial Advisors With Tyrone Ross

03 Sep 2020

Contributed by Lukas

Tyrone Ross of Onramp Invest is passionate about educating the Financial Advisor community on the world of Crypto. This is the first 'Crypto Office H...

Advisor Sentiment Survey: Model Portfolios & Coronavirus With Caleb Eplett of YCharts

20 Aug 2020

Contributed by Lukas

Advisor attitudes towards model portfolios are changing in the post-crisis world. The YCharts team just released a new survey with some interesting f...

The Three Types Of Advisors In A Post Crisis World With Penny Phillips

19 Aug 2020

Contributed by Lukas

The industry is changing fast. Penny Phillips of Thrivos Consulting comes on The Resilient Advisor Show to share her thoughts on the three types of a...

Approaching Sales Like A World-class Athlete With Michael St Lawrence

13 Aug 2020

Contributed by Lukas

Michael St Lawrence, the founder of SalesGym, is an expert on sales with a deep understanding of the process top-performing advisors use to grow thei...

Finding A Margin Of Safety In Today's Markets With Clint Sorenson

24 Jul 2020

Contributed by Lukas

Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how difficult it can be to find a 'Margin of Safety' in this marke...

Investing In Mega Trends & Economy 2.0 With Connor O'Brien of O'Shares

07 Jul 2020

Contributed by Lukas

The economy is changing rapidly and allocating to the Mega Trends could have a significant impact on your portfolio. O'Shares ETFs President, Connor O...

Growing Your Business Through Corporate Wellness Programs with Rick Kent

04 Jun 2020

Contributed by Lukas

he area of 'Financial Wellness' has become a hot topic in financial services, but most programs are not authentic and struggle to really add value. In...

Quant Models And Coronavirus with Clint Sorenson

29 May 2020

Contributed by Lukas

Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment framework for building systematic m...

Momentum-based Stock Selection With Wes Gray, Ph.D.

21 May 2020

Contributed by Lukas

Wes Gray, P.h.D. of Alpha Architect comes on to share his thoughts on portfolio construction and the application of value and momentum in security sel...

Rethinking Diversification: What, How & When with Corey Hoffstein

15 May 2020

Contributed by Lukas

Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In this interview, he articulately lays out his 'What-How-Why' fra...

How To Leverage Covered Call Strategies With Kevin Simpson

06 May 2020

Contributed by Lukas

Kevin Simpson of Capital Wealth Planning comes on the podcast to share his thoughts on covered call strategies.

Building A Virtual Practice With Brad Johnson

04 May 2020

Contributed by Lukas

Today many advisors are faced with a decision about their business. Do you transition into a Virtual Advisor or try and wait out this crisis in hopes ...

Transitioning A Firm During The Crisis With Jay Hummel

01 May 2020

Contributed by Lukas

On this episode, Jay Hummel of the Wealth Advisor Growth Network comes on to share his thoughts on taking action during this crisis. He also shares h...

Playing Offense During The Crisis With Joe Lukacs

27 Apr 2020

Contributed by Lukas

On this episode Coach Joe Lukacs comes on the podcast to share his strategies for playing offense during this crisis. Joe is an expert on advisor mind...

Italy Update, Macro Concerns & Positive Themes With Lenore Hawkins

24 Apr 2020

Contributed by Lukas

Lenore Hawkins of Tematica Research came on the podcast to give us an update on life in Italy and her thoughts on the macroeconomy. We also discuss so...

How To Leverage ETF Analytics To Build A Stock Portfolio with Mike Akins

23 Apr 2020

Contributed by Lukas

Mike Akins of ETF Action comes on the show to discuss his strategies for leveraging ETFs to identify stocks for portfolio construction. Learn more abo...

What You Need To Know About The PPP Today

22 Apr 2020

Contributed by Lukas

On this episode, I interview Shelly Bykat, CPA and commercial banker Erik Bykat. They are married and have both been living and breathing the PPP prog...

Higher Returns & Lower Risk Through Dual Momentum Investing With Gary Antonacci

21 Apr 2020

Contributed by Lukas

Note: The audio is a little rough for about 15 seconds in the beginning but then clears up.   Dual Momentum is a fascinating strategy. Gary Antonacci...

The Do's & Don'ts Of Prospecting During A Market Crash with Samantha Russell

15 Apr 2020

Contributed by Lukas

Now is a fantastic time to increase your marketing efforts, but there is a right and wrong way to do it. Samantha Russell of Twenty Over Ten and Lead ...

Here Comes The Data With Chris Versace

14 Apr 2020

Contributed by Lukas

Chris Versace of Tematica Research came on the podcast to share his thoughts on the data and earnings reports that are on the horizon.     $MCD $CCL...

Time Segmentation As A Strategy For Today's Crisis

03 Apr 2020

Contributed by Lukas

Time segmentation strategies are a great way to mitigate damage for clients during market turmoil. Phil Lubinski & Sheryl O'Connor of Income Conductor...

The Millionaire Next Door's Lens On Today's Market Chaos With Dr. Sarah Fallaw

31 Mar 2020

Contributed by Lukas

Dr. Sarah Fallaw, co-author of 'The Next Millionaire Nextdoor' and President of DataPoints came on the podcast to discuss how psychological tools and ...

The Tiger King, Digital Lifestyle, Cyber Security & Major Consumer Shifts

30 Mar 2020

Contributed by Lukas

Chris Versace & Mark Abssy of Tematica Research came on the podcast to share their thoughts on cyber security, mortgage forgiveness, layoffs, the digi...

Fed Moves, Broken Markets & Life In Italy Today With Lenore Hawkins

23 Mar 2020

Contributed by Lukas

Lenore Hawkins of Tematica Research came on the podcast to give us an update of what life is like in Italy today. It is not pretty, and it is moving t...

3 Keys To Crisis Management For Your Practice

17 Mar 2020

Contributed by Lukas

In this short podcast, I outline the three things that advisors who are struggling with their practice should focus on during this crisis. For more in...

Why the Fed's Sunday Surprise Flopped with Tematica Research

16 Mar 2020

Contributed by Lukas

The federal reserve took historic action to calm the markets over the weekend. Did it work? The Tematica Research team joins me to share their thought...

Markets In Panic

09 Mar 2020

Contributed by Lukas

What is it like inside the Italian quarantine zone? What are the implications of today's market action in oil, treasuries, US equities hitting the cir...

LIVE from Italy: Is Coronavirus No Major Worry Or A Pandemic? Yes. With Lenore Hawkins

28 Feb 2020

Contributed by Lukas

Lenore Hawkins of Tematica Research came on the podcast to give us her 'boots on the ground' assessment on what is going on in Northern Italy. We disc...

Stocks Down, Gold & Fear Up - What You Need To Know With Chris Versace (Tactical Market Strategies)

24 Feb 2020

Contributed by Lukas

Stocks are under pressure this week and Chris Versace of Tematica Research joins me to discuss tactical strategies and thematic opportunities in the m...

Defining The Future of Wealth Management With IWI CEO Sean Walters

12 Feb 2020

Contributed by Lukas

Sean Walters, CEO of the Investments & Wealth Institute, came on The Resilient Advisor Podcast to discuss a new industry report they released on the f...

Update On The Current Earnings Season With Chris Versace (Tactical Market Strategies Series)

10 Feb 2020

Contributed by Lukas

Chris Versace of Tematica Research comes on to discuss the current earnings season so far and this week's economic data.   $HLT $MMYT $AMAT $CSCO $BA...

What I Learned Producing 100 Industry Podcasts

04 Feb 2020

Contributed by Lukas

Jay Coulter reflects on the first 100 episodes of The Resilient Advisor Podcast. "I was fortunate in that I was early to the podcast game in our indus...

Driving Returns Through A Clean Living Theme With Lenore Hawkins & Chris Versace

31 Jan 2020

Contributed by Lukas

Chris Versace and Lenore Hawkins of Tematica Research join me to discuss investment opportunities through a 'Clean Living' lens. Is it a structural sh...

How To Quickly Become A Micro Influencer With Matt Halloran

29 Jan 2020

Contributed by Lukas

Matt Halloran of Top Advisor Marketing shares his strategies for becoming a micro-influencer.   Matt Halloran is a branding, social media and po...

Coronavirus And The Markets With Chris Versace (Tactical Market Strategies Series)

27 Jan 2020

Contributed by Lukas

Which stocks and sectors could see the most pressure today with Coronavirus spreading? Chris Versace and I discuss on this episode of Tactical Market...

How To Achieve Better Results With Improved Client Communication

22 Jan 2020

Contributed by Lukas

YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a F...

How To Leverage Thematic Investing With Lenore Hawkins and Chris Versace

13 Jan 2020

Contributed by Lukas

This is the first installment of a new project called the 'Thematic Investing Series.' My partners in this project are Chris Versace and Lenore Hawkin...

The Benefits Of Allocating To Metals In 2020 With Brad Roth

03 Jan 2020

Contributed by Lukas

Brad Roth of Thor Analytics shares his thoughts on the prudence of adding metals to your allocations. We also discuss the power of leveraging technol...

2020 Industry Predictions With Jay Hummel (Advisor Growth Series)

26 Dec 2019

Contributed by Lukas

Jay Coulter & Jay Hummel share some of the major industry trends that they see having an impact on your business next year. This includes the dramatic...

Executing A Viable M&A Strategy With Frank LaRosa

23 Dec 2019

Contributed by Lukas

Frank LaRosa of Elite Consulting Partners comes on The Resilient Advisor Podcast to share his thoughts on the current state of M&A in our industry and...

How To Build A Niche With Jay Hummel (Advisor Growth Series)

12 Dec 2019

Contributed by Lukas

Building a 'niche' can be one of the most daunting tasks an advisors faces. The reality is that most make the process more difficult than it needs to ...

Why Fixed Index Annuities Need Consideration With Brad Johnson

04 Dec 2019

Contributed by Lukas

Fixed Index Annuities are controversial. In this in-depth episode, Brad Johnson and Jay Coulter discuss the prudent applications for FIAs that every a...

How Schwab's Moves Could Impact Your Business (Advisor Growth Series)

23 Nov 2019

Contributed by Lukas

Schwab's potential acquisition of TD Ameritrade could have an impact on your business and your clients. Jay Hummel and I discuss the implications of t...

Preparing For The Death Of The 60/40 Portfolio With Clint Sorenson (Forecast Free Series)

20 Nov 2019

Contributed by Lukas

Most advisors know that the current 60/40 model could create performance challenges for clients going forward. The real challenge is determining what ...

Embracing 'Radical Relevance' To Drive Business Growth with Bill Cates

07 Nov 2019

Contributed by Lukas

Bill Cates comes on this episode of The Resilient Advisor Podcast to discuss his new book and some of the strategies that he has found drive business...

The Scary Question: 'Why Do You Work With Us? with Jay Hummel (Advisor Growth Series)

06 Nov 2019

Contributed by Lukas

Do you know why your clients do business with you? Jay Hummel calls this 'The Scary Question' and on this episode of The Resilient Advisor Podcast, Ja...

How To Become A Financial Planning Centered Advisor (Advisor Growth Series)

22 Oct 2019

Contributed by Lukas

Jay Coulter and Jay Hummel discuss how to move financial planning to the center of your practice on this episode of The Resilient Advisor.    

BREXIT and Portfolio Allocations To Europe, China & Emerging Markets (Forecast Free Series 10-18-19)

18 Oct 2019

Contributed by Lukas

Jay Coulter and Clint Sorenson discuss BREXIT and portfolio allocations to Europe, China & Emerging Markets on this episode of the Forecast Free Serie...

When To Outsource As An Advisor With Jay Hummel (Advisor Growth Series 10-9-19)

16 Oct 2019

Contributed by Lukas

On this episode, Jay Hummel of the Wealth Advisor Growth Network and I discuss the pros and cons of outsourcing in our industry. 

The Difference Between Growth And Stagnation With Jay Hummel (Advisor Growth Series 10-9-19)

09 Oct 2019

Contributed by Lukas

Jay Hummel of the Wealth Advisor Growth Network comes on The Resilient Advisor Podcast for a new featured series called the 'Advisor Growth Series.' O...

Impeachment, Election Years And Slowing Growth (Forecast Free Series 10-4-19)

04 Oct 2019

Contributed by Lukas

Impeachment, Election Year Portfolio Positioning and Slowing Growth with Clint Sorenson CFA, CMT. The Resilient Advisor Podcast "Forecast Free S...

A Look At The Future Of Financial Advice: The XY Planning Network

13 Sep 2019

Contributed by Lukas

This week I attended the XY Planning Network's annual conference in St. Louis called XYPNLive and I think that I have seen the future of financial adv...

The Current State Of Industry Disruption With Tim Welsh

30 Aug 2019

Contributed by Lukas

Tim Welsh is the president of Nexus Strategy, one of the top consulting firms in the wealth management industry. I first ran across Tim reading one of...

What Is A Bigger Dumpster Fire: The US Economy Or The Lakers?

02 Aug 2019

Contributed by Lukas

Commodities Breakout, Earnings, Space Investing & Jim Harbaugh the sore loser vs Urban Meyer the cheater? (Forecast Free Friday 7-19-2019)

19 Jul 2019

Contributed by Lukas

Investing In Space; What You Need To Know With Andrew Chanin

15 Jul 2019

Contributed by Lukas

Andrew Chanin and Jay Coulter discuss the unique investment opportunities in space. Connect With Andrew Twitter: @ETFwunderkind LinkedIn: https://www....