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 children while managing a successful professional and speaking career. He is now an author. Learn his story and techniques for motivation on this episode of The Resilient Advisor with Jay Coulter. Connect With Shay Book: What The Fire Ignited Website: www.shayeskew.com Facebook: www.facebook.com/ShayEskew Twitter: https://twitter.
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' and is the host of the popular Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer. On this episode we discuss how financial advisors can leverage his 'Third Way' of looking at investing through a behavioral lens. There are granular applications that you can implement in your practi
Ivan Barretto is a compliance expert who joins me on this episode of The Resilient Advisor Podcast to discuss the important issue of senior vulnerability. Do you know how to identify if your clients are being targeted? As the baby boomers age, there is a large percentage of the population that is at risk. Ivan and I discuss the ways to identify who may be a risk and how to protect them and your business. Connect With Ivan Personal LinkedIn: https://www.linkedin.com/in/ivanba
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 community! We discuss how top Financial Advisors are developing deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.'
Read John's Blog Post About Appreciation Marketing (Click Here) A little background John: Founder of Triple R Media,
Ellen Rogin, CPA, CFP® comes on this episode of The Resilient Advisor Podcast to discuss how she grew her business through referrals with her philosophy of 'Generosity' as a currency. She is a Financial Advisor, Speaker, Money Expert and NY Times Best Selling Author. She is a host of Horsesmouth Advisor Radio and she has been regularly quoted in The New York Times, Money, Time.com, Forbes.com, The Huffington Post, and US News and World Report. Connect With Ellen Facebook: ht
Does your advisory business have enterprise value? Larry Miles of AdvicePeriod shares his three keys drivers that help financial advisors build enterprise value. Connect With Larry LinkedIn: https://www.linkedin.com/in/larry-miles-67a04221/ AdvicePeriod Twitter: https://twitter.com/adviceperiod Websites: http://www.adviceperiod.com, http://ap4advisors.com About Larry Larry Miles is a Principal at AdvicePeriod, a firm whose mission is to reinvent wealth management. His primary
Christopher Music came on the podcast to discuss his work through The Econologics Institute and how he serves private practice professionals through his RIA. Any financial advisor who wants to take their business to the next level will find valuable ideas and strategies in this wide-ranging interview. What We Discuss: Econologics and the Econologics Institute What is a Private Practice Millionaire? The 3 Roles of a true business owner: Technician - Be good at what you do Exec
Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility. The Four Keys: 1. Radical client segmentation. 2. Extreme focus on the top clients. 3. Perseverance through story telling. 4. Prospecting. Jay's New Book Now On Amazon Kindle
(Hard Copy Available in January) #podcast #jaycoulter
Professor Jamie Hopkins comes on The Resilient Advisor Podcast with Jay Coulter to discuss how sophisticated financial advisors are using home equity as a tool in retirement plans. Jamie has been featured on Consuelo Mack’s PBS show WealthTrack (Link), Forbes (Link) and MarketWatch. Reverse mortgages are not what they used to be. This episode is very informative for any financial advisor or financial planner who is stuck in the dogma that the industry has around these tools.
Charles Sherry is a financial writer, analyst and speaker who is an expert on the topic of leveraging communication to increase advisor visibility. On this podcast we go deep on client communications issues during periods of market volatility. He is is a regular contributor to popular Horsesmouth blog and he brings almost 25 years of industry experience, including six years authoring the highly-rated Schwab Market Update. Connect With Charles LinkedIn: https://www.linkedin.co