This week Morgan Stanley is exiting the Recruiting Protocol. While the implications are not exactly clear, Attorney Joel Beck discusses what we know at this time. Joel's Blog Post On This Issue: Link Connect With Joel Phone: (678) 783-3692 Office Email: firstname.lastname@example.org Website: http://thebeckfirm.com Other Podcasts With Joel Beck: Succession Planning Issues For Financial Advisors Issues To Consider When Breaking Away About Joel Beck (From his website) Joel Beck founded T
Dr. Jack Singer joins Jay Coulter on The Resilient Advisor Podcast to discuss two issues that hold many financial advisors back: Stress & The Impostor Syndrome. We also dive into "Learned Optimism" and how it impacts financial advisors. Connect With Dr. Jack Websites: www.advisingtheadvisors.com www.drjacksinger.com www.developthemindsetofachampion.com Facebook: @DrJackTheFunSpeaker Twitter: @drjacksinger Email: email@example.com About Dr. Jack Singer (From his w
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 allocation to ETFs. Smart Beta vs Factor Strategies. What does a zero cost ETF look like? Are ETF Strategists necessary today? The pros and cons of using fixed income ETFs. The current market for dividend focused ETFs. Are Robo Advisors really a threat to the traditional model. What will the market for mutual funds look like in 5 yea
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 forecast or make predictions of any type. Forecasting is a game that can't be won. We simply observe market outcomes to see if our system for long-term investment results is still working as designed. 1Q and 2Q gave us the WORST: German Banks At Lowest Since 1988 Onshore Yuan Worst Quarter Since 1994 Argentine Peso Worst Start To
Kyle Wiggs of eXact Strategies comes on the podcast to discuss the impact of artificial intelligence on the financial advisory business. He shares his thoughts on how portfolio management will be deeply impacted by emerging technologies. Connect With Kyle LinkedIn: www.linkedin.com/in/kylewiggs Website: www.exactstrategies.com About Kyle (From his LinkedIn Profile) I am a managing partner for eXact Strategies responsible for the growth and distribution of technology and produ
If you are not familiar with Suzy’s story, she is a three-time olympic track and field star. She went on to become a spokeswoman for Disney and then started moonlighting as a high priced escort in Las Vegas. Once she was exposed it became tabloid fodder and her career appeared ruined.
She has told her story on Dr. Phil and ABC’s 20/20 and her new book, Fast Girl, is a New York Times best seller.
This interview was originally recorded for The Conquer Worry Podcast and inst
Financial Advisors and NFL players have one thing in common: STRESS.
10 Year NFL veteran Jon McGraw was living his childhood dream, playing for his hometown Chiefs......and he was miserable due to the stress of the job. After he retired he focused his attention on finding out why and more importantly, how to change that mindset. Jon comes on the podcast to discuss success, happiness and building a 'Performance Mindset.' He is the co-founder of Vision Purse, a mental skil
My guest on this episode is Russ Rausch of Vision Pursue. Russ and his team consult with professional athletes, coaches and corporate organizations. He teaches his clients how to improve performance by changing the way they think. What We Discuss: We all carry an 8-1 'Negativity Ratio' with our thoughts. This impacts performance. How to train your brain to influence your thoughts via an understanding of the chemical reaction in your brain. The Four Elements 1. Expectations,
In this videocast, Jay discusses some of the recent changes made to the LinkedIn platform and how it impacts those using the Pinger Connection & Influence System™ to grow their network. #podcast #jaycoulter #linkedin #pingersystems
Julie Littlechild is a client engagement expert and industry thought leader. On this episode of The Resilient Advisor Podcast, Jay Coulter interviews Julie to get her thoughts on how financial advisors can increase their client engagement in this environment. How financial advisors should change their approach to engage with clients. Research shows that clients are satisfied. Why should advisors change? What fundamental change needs to happen today? What trends are driving en