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
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,