Resilient Advisor Podcast

Is Trend Following A Scam? Braves Or Cubs In The World Series (Forecast Free Friday 7-12-19)

12 Jul 2019

Contributed by Lukas

The 5 Financial Planning Pitfalls During Divorce With Carol Lee Roberts

09 Jul 2019

Contributed by Lukas

On this episode, I interview divorce expert Carol Lee Roberts. We discuss the 5 Major Pitfalls advisors need to consider when a client is going throu...

Bitcoin, Gold & Libra (Forecast Free Friday 6-28-19)

28 Jun 2019

Contributed by Lukas

The Evolution of Model Portfolios With Sean Brown of YCharts

03 Jun 2019

Contributed by Lukas

The model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the podcast to d...

Mexican Tariffs & The Yield Curve (Forecast Free Friday 5-31-19)

31 May 2019

Contributed by Lukas

Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.

The Fixed Income Conundrum For Financial Advisors (Forecast Free Friday 5-24-19)

24 May 2019

Contributed by Lukas

Are you struggling with what to do with your fixed income allocations? Most advisors are looking for answers. Clint Sorenson CFA, CMT and I discuss ...

Dividend Growth, Momentum and Small Cap Factors Today (Forecast Free Friday 5/17/19)

17 May 2019

Contributed by Lukas

Professional Networking As A Financial Advisor With Frank Agin

16 May 2019

Contributed by Lukas

Frank Agin is a Professional Networking expert. He came on the podcast to discuss his top strategies and tactics that he coaches Financial Advisors to...

Trade Wars, Uber & Direct Indexing (Forecast Free Friday 5-10-19)

10 May 2019

Contributed by Lukas

International Allocations, Emerging Markets & Domestic Bias (Forecast Free Friday 5/3/19)

03 May 2019

Contributed by Lukas

'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens o...

The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski

01 May 2019

Contributed by Lukas

In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This leads to some real integration chall...

Negative Divergence, Lumber-Gold Ratio & Small Cap Struggles (Forecast Free Friday 4/26/19)

26 Apr 2019

Contributed by Lukas

'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens ...

The Blind Spots Of TAMPs Today With Kyle Wiggs

22 Apr 2019

Contributed by Lukas

Kyle Wiggs of eXact Strategies comes on the podcast to discuss the blind spots and challenges faced by the major TAMPs today. We also discuss fee c...

The Dark Side Of Behavioral Finance With Susan Bradley

10 Apr 2019

Contributed by Lukas

I am a self-admitted behavioral finance nerd. I love the academic lens on why we make the financial decisions that we do. My guest on this episode of...

The Collaborative Advisor: Transforming Clients Into Partners

31 Mar 2019

Contributed by Lukas

On this episode of The Resilient Advisor Podcast, Celeste Blackman joins me to discuss how to drive collaboration with clients, teams and inside your ...

The Art & Science Of Referrals With Bill Cates

27 Feb 2019

Contributed by Lukas

Bill Cates is widely recognized as one of the foremost experts in the art and science of acquiring new clients through referrals and personal introduc...

Reinvent Your Practice With Rule-Based Behavioral Investing With Dr. Daniel Crosby

24 Jan 2019

Contributed by Lukas

Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller 'The Laws of Wealth' a...

How The Family Office Model Can Differentiate Your Practice With David Snider

15 Jan 2019

Contributed by Lukas

David Snider came on The Resilient Advisor Podcast to discuss how financial advisors can differentiate themselves by integrating tax and legal servi...

Improving Investor Decisions With Behavioral Science With Riskalyze CEO Aaron Klein

27 Dec 2018

Contributed by Lukas

On this episode, Aaron Klein and I discuss the application of behavioral science in our industry. Aaron is the CEO of industry-leading fintech com...

How Top Advisors Communicate With Clients In Volatile Markets With Vince Caine

26 Dec 2018

Contributed by Lukas

Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility. 

How To Profit From Crypto Inefficiencies With Eric Ervin

12 Dec 2018

Contributed by Lukas

On this episode of The Resilient Advisor podcast, Jay Coulter interviews Eric Ervin who is the CEO of Blockforce Capital.  We discuss the blockchai...

The Future Of Fintech And Digital Advice With Michael Kerins

29 Nov 2018

Contributed by Lukas

On this episode we explore the future of fintech with the CEO of RobustWealth, Mike Kerins.  The digital advice space is changing rapidly and if you ...

What Makes a Client Experience Extraordinary With Julie Littlechild

14 Nov 2018

Contributed by Lukas

Julie Littlechild is a client engagement expert and industry thought leader. This is her second appearance on The Resilient Advisor Podcast. In this ...

Burn Survivor And Top 1% Ironman On Finding Your Motivation With Shay Eskew

05 Nov 2018

Contributed by Lukas

Shay Eskew's life story is inspirational. He ranks in the top 1% of IRONMAN worldwide despite burns on 65% of his body. He is an active father of 5...

The Power Of Thematic Investing In Today's Market With Chris Versace

18 Oct 2018

Contributed by Lukas

On this episode of The Resilient Advisor Podcast, Chris Versace helps listeners understand the power of 'Thematic Investing.'     Chris is the Chi...

How Modern Portfolio Theory Has Failed Investors With Daniel Peris

14 Oct 2018

Contributed by Lukas

On this episode of The Resilient Advisor Podcast, Daniel Peris comes on to discuss how Modern Portfolio Theory (MPT) has failed investors.  We also ...

3 Questions On Today's Markets (10-12-18) With Clint Sorenson

12 Oct 2018

Contributed by Lukas

This series brings listeners thought leaders who share timely insights on today markets. 

The Future Of The Financial Advisor With eMoney Advisor CEO Ed O'Brien

01 Oct 2018

Contributed by Lukas

On this episode of The Resilient Advisor Podcast, I am joined by Ed O'Brien who is the CEO of eMoney Advisor. He shares his thoughts on what The Fut...

What Financial Advisors Need To Know About The GICS Structure Change

30 Sep 2018

Contributed by Lukas

On this short episode of The Resilient Advisor Podcast, I outline the implications of the GICS Reclassification for financial advisors.   Show Notes:...

What Growing RIA's Need To Know From The 2018 IAA Survey

07 Aug 2018

Contributed by Lukas

The Investment Adviser Association's 2018 Executive Outlook Survey Report has some interesting data points for RIA's and potential breakaway advisors....

Identifying Senior Vulnerability And Exploitation With Ivan Barretto

27 Jul 2018

Contributed by Lukas

Ivan Barretto is a compliance expert who joins me on this episode of The Resilient Advisor Podcast to discuss the important issue of senior vulnerabil...

The Impact Of Artificial Intelligence On The Advisory Business With Kyle Wiggs

16 Jul 2018

Contributed by Lukas

Cryptocurrency, Tokenization And The Blockchain with Dan Raykhman

09 Jul 2018

Contributed by Lukas

Dan Raykhman is the CEO of Fungible Network which is building a platform for issuing asset-backed crypto tokens.   On this podcast we discuss:   1....

Modern Prospecting Techniques With Matt Halloran

06 Jul 2018

Contributed by Lukas

Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author o...

Where The Pain Was Felt The First Half Of 2018

01 Jul 2018

Contributed by Lukas

The first half of the year presented investors with some real challenges. If you are not familiar with the Resilient Investing philosophy, we do not f...

What Financial Advisors Need To Know About Blockchain With Mark Yusko

13 Jun 2018

Contributed by Lukas

Mark Yusko is the CEO and CIO of Morgan Creek Capital Management. He is quickly becoming a thought leader on Blockchain and all its applications. In t...

How To Build Enterprise Value In Your Advisory Business With Larry Miles

22 May 2018

Contributed by Lukas

Does your advisory business have enterprise value? Larry Miles of AdvicePeriod shares his three keys drivers that help financial advisors build enterp...

Why Advisors Should Consider A TAMP With Clint Sorenson

17 May 2018

Contributed by Lukas

On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future.  We discuss ...

Rewiring Clients For Retirement With Professor Jamie Hopkins

08 May 2018

Contributed by Lukas

Professor Jamie Hopkins joins me for this episode to discuss how financial advisors can build a model to help clients 'rewire' the way they think abou...

How Financial Advisors Can Become Better Leaders With Elizabeth McCourt

27 Apr 2018

Contributed by Lukas

Leadership expert Elizabeth McCourt comes on the podcast to share her thoughts on how financial advisors can become better leaders.   Connect With El...

Communicating With Clients During Market Volatility With Charles Sherry

18 Apr 2018

Contributed by Lukas

Charles Sherry is a financial writer, analyst and speaker who is an expert on the topic of leveraging communication to increase advisor visibility. On...

'Generosity As The New Currency' With New York Times Best Selling Author Ellen Rogin

12 Apr 2018

Contributed by Lukas

Ellen Rogin, CPA, CFP® comes on this episode of The Resilient Advisor Podcast to discuss how she grew her business through referrals with her philo...

When Independence Does Not Make Sense For A Financial Advisor With Brett Danko

19 Mar 2018

Contributed by Lukas

Brett Danko is an industry veteran who has seen it all.  He comes on the podcast to discuss why a financial advisor should NOT go out on their own. ...

How To Use Demographics To Thrive As A Financial Advisor

12 Mar 2018

Contributed by Lukas

Mark Parrott is the author of Meta-Trends And The Next Economy and a financial advisor with a very unique and insightful approach to the business, th...

The Private Practice Millionaire & Econologics with Christopher Music

22 Feb 2018

Contributed by Lukas

Christopher Music came on the podcast to discuss his work through The Econologics Institute and how he serves private practice professionals through...

Fixed Income Strategies For Todays Market with J.R. Rieger of Dow Jones S&P Indices

14 Feb 2018

Contributed by Lukas

J.R. Rieger is the Global Head of Fixed Income Indices at S&P Dow Jones Indices. He joins me on the podcast to discuss:   Active vs Passive fixed ...

2018 M&A Trends Financial Advisors Need To Know With Phil Flakes

07 Feb 2018

Contributed by Lukas

Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice and account...

What Financial Advisors Who Work With Business Owners Need To Know About The Tax Law Changes

02 Feb 2018

Contributed by Lukas

How Client Engagement is Being Disrupted For Financial Advisors With Julie Littlechild

25 Jan 2018

Contributed by Lukas

Julie Littlechild is a client engagement expert and industry thought leader. On this episode of The Resilient Advisor Podcast, Jay Coulter interviews ...

How Financial Advisors Can Leverage Amazon's Alexa For Brand Growth With Bill Winterberg

17 Jan 2018

Contributed by Lukas

What We Discuss: What exactly are Alexa 'Skills.'  How financial advisors can use the platform to stay connected with clients and prospects. Pr...

Dr. Pfau On Managing Sequence Of Returns Risk In Retirement Planning

10 Jan 2018

Contributed by Lukas

On this episode of The Resilient Advisor Podcast, Dr. Wade Pfau and Jay Coulter discuss managing sequence of returns risk in retirement planning. Las...

How Financial Advisors Can Build A Franchise Ready Business With Duncan MacPherson

26 Dec 2017

Contributed by Lukas

Duncan MacPherson of Pareto Systems joins Jay Coulter for this episode of The Resilient Advisor Podcast. Duncan is one of the industries top thought ...

Stress Management For Financial Advisors With Dr. Jack Singer

19 Dec 2017

Contributed by Lukas

Dr. Jack Singer joins Jay Coulter on The Resilient Advisor Podcast to discuss two issues that hold many financial advisors back: Stress & The Impostor...

How Financial Advisors Can Leverage DiSC To Grow Their Business With Nicole Jansen

11 Dec 2017

Contributed by Lukas

The DiSC assessment is a powerful tool for both enhancing your sales skills and building your team. Nicole Jansen comes on the podcast to share her ex...

The Student Loan Epidemic & Your Clients With Joseph Reinke

06 Dec 2017

Contributed by Lukas

As a financial advisor, the student loan problem is a major issue when building financial plans. On this episode of The Resilient Advisor Podcast, Jos...

How Sophisticated Advisors Incorporate Home Equity Into Retirement Planning With Professor Jamie Hopkins

29 Nov 2017

Contributed by Lukas

Professor Jamie Hopkins comes on The Resilient Advisor Podcast with Jay Coulter to discuss how sophisticated financial advisors are using home equity...

Does A Commodity ETF Allocation Make Sense? An interview with Will Rhind

16 Nov 2017

Contributed by Lukas

Will Rhind, the CEO and Found of GranitesShares joins Jay Coulter on this episode of The Resilient Advisor Podcast to discuss portfolio construction ...

Overbought markets, the death of volatility and misconceptions about gold - An interview with Charlie Bilello.

08 Nov 2017

Contributed by Lukas

On this podcast, Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility and how to ...

What does Morgan Stanley's Protocol exit mean for your business? With Attorney Joel Beck.

03 Nov 2017

Contributed by Lukas

This week Morgan Stanley is exiting the Recruiting Protocol. While the implications are not exactly clear at this time, Attorney Joel Beck discusses w...

Does A Proactive Public Relations Campaign Make Sense For Financial Advisors?

23 Oct 2017

Contributed by Lukas

On this episode I interview Dan Sondelm, CEO of Sondhelm Partners. He as 20 years of experience building brands in the financial services industry.  ...

How To Train Your Mind Like A World Class Athlete With Russ Rausch

21 Sep 2017

Contributed by Lukas

My guest on this episode is Russ Rausch of Vision Pursue. Russ and his team consult with professional athletes, coaches and corporate organization. ...

10 Ways To Elevate Your Practice With Kristin Andree

13 Sep 2017

Contributed by Lukas

 What we discuss:   Gallup Strengths Finder: www.gallupstrengthscenter.com Kolbe A Assessment: http://m.kolbe.com/aindex    Kristin'...

How To Partner With The Right Wholesaler With Rob Shore Of Wholesaler Masterminds

27 Aug 2017

Contributed by Lukas

Partnering with the right wholesaler can bring tremendous value to an advisory practice. Industry veteran Rob Shore of Wholesaler Masterminds® comes ...

A Pragmatic Process For Advisors Considering A Transition With Linda Willis

26 Jul 2017

Contributed by Lukas

Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition. ...

What Is The Value Of Your Advisory Business? With Aaron Hasler

12 Jul 2017

Contributed by Lukas

Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition Consultant Aa...

The Top 10 Reasons Financial Advisors Should Start A Podcast with Kirk Lowe

23 Jun 2017

Contributed by Lukas

I have found podcasting incredibly helpful in both my professional and non-profit efforts. It is an incredible platform that allows you to connect wit...

Current ETF Trends with Tom Lydon

09 Jun 2017

Contributed by Lukas

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 allo...

Cultivating HNW Clients with John Frankot

14 Apr 2017

Contributed by Lukas

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 com...

Succession Planning Issues For Financial Advisors with Joel Beck

04 Apr 2017

Contributed by Lukas

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 p...

Commodity Investing - How The Retail Investor Loses with Portfolio Manager John Farley

09 Mar 2017

Contributed by Lukas

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 ...

Issues To Consider When Breaking Away

03 Mar 2017

Contributed by Lukas

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 responsibil...

How A Cyber Attack Could Ruin Your Business

15 Feb 2017

Contributed by Lukas

This episode of focuses on the dangers of a cyber attack. It could literally destroy your business and credibility. I interview Jonathan DeCollibus, w...

10 Year NFL Veteran Jon McGraw on Building A Performance Mindset

02 Feb 2017

Contributed by Lukas

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 Visi...

Resilience & Redemption with Olympian Suzy Favor Hamilton

25 Jan 2017

Contributed by Lukas

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 th...

Introducing The Resilient Advisor Podcast

18 Jan 2017

Contributed by Lukas

The Resilient Advisor Podcast is focused on helping Financial Advisors build resilience in their business and personal life.  Hosted by CERTIFIED FI...