This episode of Resilient Advisor focuses on the dangers of how a cyber attack could literally destroy your business and credibility. I interview Jonathan DeCollibus, who is the CEO of BravoSec.com. We also talk a little about the dangers that can be found on your phone, tablet and home computer.
Jonathan's firm is the nation’s only cyber security firm that works exclusively with RIAs. BravoSec.com is a boutique cyber security firm, taking on only a handful of clients eve
On this episode of The Resilient Advisor Podcast, Daniel Peris comes on to discuss how Modern Portfolio Theory (MPT) has failed investors. We also discuss his thoughts on how financial advisors and investors can use an alternative approach. This approach is detailed in his new book, Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio. Daniel oversees $20 billion dollars in equity portfolios as a Senior Po
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 are not paying attention you are putting your business at risk. Mike shares his thoughts on how he sees the space unfolding in 2019. Connect With Mike On LinkedIn: https://www.linkedin.com/in/michael-kerins-cfa-frm-165a97ba/ About Mike Mike Kerins, CFA, FRM | Founder and Chief Executive Officer Mike Kerins is the founder and CEO
Without a succession plan, you are inviting a business and financial catastrophe.
Your family will not maximize your years of hard work.
You need a plan. ASAP!
On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm. Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law. #podcast #jaycoulter #legal #successionplanning
The Investment Adviser Association's 2018 Executive Outlook Survey Report has some interesting data points for RIA's and potential breakaway advisors. In this short episode of The Resilient Advisor Podcast, Jay Coulter breaks down the key takeaways for financial advisors. The report can be downloaded here ----> #jaycoulter #podcast
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 the benefits to RIA's and potentially breakaway advisors. The bottom line.....LEVERAGE. If you are struggling to grow your business, this episode will walk through how you could leverage a TAMP to outsource the functions that are most likely taking up most of your time. Connect With Clint LinkedIn: www.linkedin.com/in/clint-soren
When I was in graduate school at Emory University, we had to sit through and absurd number of personal assessments. DiSc, Myers-Briggs, you name it and we took it. The assessments did provide valuable feedback at the time, but the results were soon forgotten negating any of their utility. When I started working as an industry consultant I was introduced to the Kolbe A Assessment. It is a simple 36 question test that nets the participant a four number score that shows your “A