Resilient Advisor podcast

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تمت الإضافة منذ قبل three أعوام

المحتوى المقدم من Jay Coulter. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jay Coulter أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

State Secrets: Inside The Making Of The Electric State

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Family Secrets: Chris Pratt & Millie Bobby Brown Share Stories From Set 22:08

منذ 10 أيام22:08

التشغيل لاحقا

قوائم

إعجاب

احب

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

Resilient Advisor

منزل السلاسل•Feed

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.

257 حلقات

#Trading #Entrepreneur #Business #Jay Coulter #Financialplanning #Capitalmarkets #Financialadvisorpodcast #Investing

Resilient Advisor

updated منذ 9 أيام

منزل السلاسل•Feed

257 حلقات

#Trading #Entrepreneur #Business #Jay Coulter #Financialplanning #Capitalmarkets #Financialadvisorpodcast #Investing

كل الحلقات

Resilient Advisor

1
How To Discuss The Markets With Worried Clients 6:19

منذ 9 أيام6:19

6:19

How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future? In this episode of The Resilient Advisor, I’ll teach you a proven framework to confidently guide clients through uncertainty without resorting to tired clichés or generic talking points. You’ll learn: ✅ How to take control of client conversations ✅ A simple market framework that sets expectations ✅ The 5 Rules of Investing that keep clients on track ✅ The best way to reassure clients without making reactionary portfolio changes Remember: Your value as an advisor is highest when clients are most emotional. Learn how to be the steady voice they need in turbulent times. 🔔 Subscribe for more strategies to elevate your practice! © Resilient Advisor. All Rights Reserved…

Resilient Advisor

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How To Listen When Markets Speak with Larry McDonald 43:06

منذ 18 weeks43:06

43:06

On this episode of Resilient Advisor, I sat down with Larry McDonald, author of How to Speak When Markets Listen, for a powerful conversation on the challenges and opportunities facing investors today. We explore the future of the U.S. currency, extreme equity valuations, and the critical role of 52-week highs and lows in portfolio management. Larry’s unique insights offer valuable guidance for navigating today’s volatile markets. Plus, we discuss Larry’s latest book and his approach to understanding market signals. About Larry: The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. His book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job." Larry has been a CNBC Contributor since 2013. Check out Larry's Bear Traps Report: https://www.thebeartrapsreport.com/ Grab a copy of Larry's new book: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495/ref=sr_1_1l…

Resilient Advisor

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You Weren't Supposed To See That with Josh Brown 41:59

منذ 20 weeks41:59

41:59

In this episode of The Resilient Advisor Show, Jay Coulter sits down with Ritholtz Wealth CEO and CNBC contributor Josh Brown. They explore key topics from Josh's new book, 'You Weren't Supposed to See That'. Josh delves into the legacy of legendary trader Jesse Livermore, discussing how his trading style and insights into behavioral finance remain relevant today. They also unpack the power of optimism in investing, even in the face of market volatility and sensational headlines. The conversation continues with Josh’s thoughts on building a sustainable advisory business, embracing the power of experience and networking at Future Proof, and the evolving nature of client engagement in today’s information-rich world. Listeners and views will also learn about Josh's challenging start in the business. Jay and Josh talk about some of the nonsense of being a broker in the 1990's. Josh also gives advisors some great advice on how to help clients deal with the market noise today. For financial advisors, Josh shares practical tips on managing client expectations and finding the right clientele, providing insight into how he built Ritholtz Wealth with a selective, values-driven approach. Tune in to gain valuable perspectives on building resilience in both investing and advisory practices. Grab a copy of Josh's new book: https://www.amazon.com/You-Werent-Supposed-See-That/dp/180409059X…

Resilient Advisor

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The Soul of Wealth with Dr. Daniel Crosby 37:38

منذ 21 weeks37:38

37:38

In this episode of The Resilient Advisor Show , Jay Coulter interviews Dr. Daniel Crosby, the Chief Behavioral Officer at Orion, discussing a wide array of topics from health to financial wisdom and his latest book, The Soul of Wealth . Dr. Crosby begins by sharing his health journey, which began as a support effort for a friend and evolved into a structured plan focused on mindfulness and protein intake. This journey helped him realize the impact of mindful eating and the pitfalls of mindless snacking. Dr. Crosby explores themes from The Soul of Wealth , emphasizing how wealth can provide fulfillment if used with intention. They discuss concepts like the top regrets of the dying, where he reflects on how focusing on the temporary nature of life can lead to more meaningful choices. Another major theme in his book is social isolation, worsened by social media’s “empty-calorie” interactions, which create a sense of connection without true closeness. Additionally, Dr. Crosby highlights how intentional spending—on experiences, relationships, or self-fulfillment—can lead to lasting happiness. The episode concludes with Jay discussing how The Soul of Wealth can be used in financial advising, especially for clients who struggle with meaningful spending or transitioning to a decumulation phase. Dr. Crosby’s work is positioned as a resource to guide clients toward deeper fulfillment and intentional use of wealth. He recommends Amazon for purchasing his book, hoping it inspires readers to blend financial success with genuine life satisfaction. Learn about Resilient Advisor Coaching and Training: https://www.resilientadvisor.com…

Resilient Advisor

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JB O'Banion of Titleist Asset Management on RIA Stories 28:21

منذ 38 weeks28:21

28:21

This episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors true freedom and independence. They provide advisors access to top-tier clearing and custody, industry-leading technology and access to a team of investment professionals who specialize in securities analysis and portfolio management. Their business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. This is part of the RIA Stories series on the Resilient Advisor Podcast with Jay Coulter on FinancialAdvisor.TV.…

Resilient Advisor

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Shannon Spotswood of RFG Advisory on RIA Stories 1:07:15

منذ 40 weeks1:07:15

1:07:15

Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Download the Resilient Advisor RIA Due Diligence Guide: http://riastories.com…

Resilient Advisor

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Animal Farm and Your Career 5:40

منذ 42 weeks5:40

5:40

George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business? This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/animal-farm-your-career-jay-coulter-cfp-cima--mmbce/…

Resilient Advisor

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Rob Sandrew of Integrated Partners on RIA Stories 1:08:29

منذ 43 weeks1:08:29

1:08:29

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Rob Sandrew joins Jay Coulter on this episode of RIA Stories to share the opportunities available at his firm. Learn More: https://integrated-partners.com…

Resilient Advisor

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Ritik Malhotra of Savvy Wealth on RIA Stories 52:14

منذ 44 weeks52:14

52:14

Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast. Learn more about Savvy Wealth: https://www.savvywealth.com…

Resilient Advisor

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Jason Gordo of Modern Wealth on RIA Stories 42:42

منذ 48 weeks42:42

42:42

On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting. Learn more about Modern Wealth: https://www.modwm.com Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories…

Resilient Advisor

1
The Lieutenant Rowan Mindset 4:04

منذ 48 weeks4:04

4:04

This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.

Resilient Advisor

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Pick Up The Phone 1:38

منذ 49 weeks1:38

1:38

Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.

Resilient Advisor

1
Failure, Sales & Money Market Risk 9:48

منذ 50 weeks9:48

9:48

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/

Resilient Advisor

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Lessons From A Legend 6:57

منذ 50 weeks6:57

6:57

When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/…

Resilient Advisor

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Assumptions and Donkeys 3:17

منذ 51 weeks3:17

3:17

What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/

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