Commodity Investing - How the Retail Investor Loses with Portfolio Manager John Farley
Have you had a client close their account because a competitor with a great 'track record' presented them with the latest Managed Futures Fund? Has a client moved their business because they decided they could trade futures contracts and generate better returns than you? Are you constantly discouraged by the under performance of your ETF allocation to commodities?
On this episode of The Resilient Advisor I discuss these issues with 20 year trading veteran John Farley, who
Cryptocurrency, Tokenization And The Blockchain with Dan Raykhman
Dan Raykhman is the CEO of Fungible Network which is building a platform for issuing asset-backed crypto tokens. On this podcast we discuss: 1. Why are cryptocurrencies revolutionary? 2. What is tokenization? 3. Why do assets need to be tokenized? 4. What is the legal landscape of tokenization? 5. How does Fungible work? 6. What is the most exciting part of Tokenization? Think of this episode as crypto 101 for financial advisors and investors. Connect with Dan LinkedIn: www.l
How Financial Advisors Can Build A Franchise Ready Business With Duncan MacPherson
Duncan MacPherson of Pareto Systems joins Jay Coulter for this episode of The Resilient Advisor Podcast. Duncan is one of the industries top thought leaders in the areas of practice management and business development. He is a well known industry keynote speaker and the author of several books including his most recent titled 'The Advisors Playbook'. What We Discuss: Duncan's Framework For Building A Critical Path To Franchise Readiness: 1. Why: Demography and Commoditization
The Power Of Thematic Investing In Today’s Market With Chris Versace
On this episode of The Resilient Advisor Podcast, Chris Versace helps listeners understand the power of 'Thematic Investing.' Chris is the Chief Investment Officer of Tematica Research. He is the chief editor of Tematica Investing and Tematica Pro as well as the author of the Monday Morning Kickoff, which has become a must-read for RIA’s and Money-Managers around the world. Chris is also the co-host of the Cocktail Investing Podcast: www.tematicaresearch.com/cocktail-investin
Improving Investor Decisions With Behavioral Science With Riskalyze CEO Aaron Klein
On this episode Aaron Klein and I discuss the application of behavioral science in our industry. Aaron is the CEO of industry leading fintech company Riskalyze. He also shares his thoughts on recent developments in the fintech space. Aaron produces the Fintech Report Card on wealthmanagement.com each month. Connect With Aaron LinkedIn: www.linkedin.com/in/aaronklein Twitter: https://twitter.com/AaronKlein About Aaron (From The Company Website) Aaron’s career has largely been
Issues to Consider When Breaking Away with Attorney Joel Beck
The decision to breakaway from your firm is never an easy one. Is the grass really greener? Have you considered all of the new roles and responsibilities that will need to be filled? Are your compliance and regulatory filings in line for a move? 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
What Financial Advisors Need To Know About The GICS Structure Change
On this short episode of The Resilient Advisor Podcast, I outline the implications of the GICS Reclassification for financial advisors. Show Notes: Advisors who use sector index and index products developed by Standard and Poor’s and MSCI are going to be affected by this change. These changes will have an impact on about 40% of the S&P 500’s entire market capitalization. It will impact roughly $17.6 trillion in market capitalization. This includes 10% of the S&P 500 Index mar
How Financial Advisors Can Leverage Amazon's Alexa For Brand Growth With Bill Winterberg
On this episode of The Resilient Advisor Podcast, Bill Winterberg and Jay Coulter discuss how financial advisors can use the new Amazon Alexa 'Skills' platform to help build their personal and professional brand. Bill Winterberg is the industry thought leader on issues surrounding fintech and in this interview he teaches financial advisors how they can leverage this new technology. What We Discuss: What exactly are Alexa 'Skills?' How financial advisors can use the platform t
How Financial Advisors Can Leverage DiSC To Grow Their Business With Nicole Jansen
The DiSC assessment is a powerful tool for both enhancing your sales skills and building your team. Nicole Jansen comes on the podcast to share her experience working with financial advisors on how to best leverage DiSC in their business. She is a Certified Human Behavior Specialist with over 27 years of industry experience. Nicole is also the host of The Leaders Of Transformation Podcast which has been downloaded in over 100 countries. Connect With Nicole LinkedIn: @nicolej
How Financial Advisors Can Become Better Leaders With Elizabeth McCourt
Leadership expert Elizabeth McCourt comes on the podcast to share her thoughts on how financial advisors can become better leaders. Connect With Elizabeth Website: http://www.mccourtleadership.com Email: elizabeth@mccourtleadership.com Facebook: www.facebook.com/mccourtleadership Twitter: https://twitter.com/ecmccourt Instagram: https://www.instagram.com/rizabiz LinkedIn: https://www.linkedin.com/in/elizabethmccourt About Elizabeth (From her website) McCourt Leadership Group
