FinancialAdvisor.TV

12/07/2024

What are you and your family doing without...because of your habits? A talk given 80 years ago lays out some simple truths about success.

“The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he formed the habit of doing things that failures don't like to do.” - Albert E.N. Gray SHOW SPONSOR Learn how to Simplify Investing, Reduce Fees & Improve Client Comm...

29/05/2024

The absurdity of the market reaction to NVDA’s Dividend, the APPL-China dynamic, more inflation issues today and our Chart of the Week on this episode of Investment Insights from Opal Capital.

Learn more about Opal Capital: https://www.opalinvest.com

22/05/2024

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client.

Rob Sandrew joins Jay Coulter on this episode of RIA Stories to share the opportunities available at his firm.

Learn More: https://integrated-partners.com

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© Resilient Advisor, LLC. All Rights Reserved

16/05/2024

Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.

Learn more about Savvy Wealth: https://www.savvywealth.com

08/05/2024

Learn how to turn Business Valuation into your competitive advantage! LEARN MORE: https://bzq.io/3JRCH88

06/05/2024

Are big tech dividends now a thing? Will we see rate cuts or hikes this year? Stagflation is creeping back into the picture and what should you do about it?
Investment Insights with Austin Graff, Adam Muller and Jay Coulter.

Learn more about Opal Capital: https://www.opalinvest.com

25/04/2024

On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting.

Firm Overview
Growth Support
Wealth Management Support
Technology Support
Operational Support
Transition Support
Economics

Learn more about Modern Wealth: https://www.modwm.com

Download the RIA Due Diligence Guide from Resilient Advisor Guide: https://www.resilientadvisor.com/riastories

Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, ex*****on, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth.

Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm's growth and success.

21/03/2024

An advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life.

Shawn has written a new book called The Advisor Transformation and in this episode we are going to learn his approach to creating an impactful vision for your business, optimizing operations and building a culture that sets you up for success

Shawn Sparks is the Co-Founder of Triad Partners.

Grab a FREE copy of the audio book and mention Jay Coulter sent you: https://theadvisortransformation.com/friend

Grab a hard copy of the book here: https://a.co/d/fuHThBW

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© Resilient Advisor, LLC. All Rights Reserved

14/03/2024

In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing, client engagement, and client retention. Kristin also introduces the Advisor Academy, a program that helps financial advisors develop their business strategies. The key takeaway is to know your target market, find your unique value proposition, and engage and retain your clients through strategic and personalized approaches.

Learn about The Academy For Financial Advisors: http://www.Academyforfinancialadvisors.com

Chapters

00:00 Introduction and Background
01:57 Starting with Uniqueness and Target Market
04:11 Approaching Business Development
08:02 Client Acquisition Strategies
09:52 Digital Marketing in Client Acquisition
13:07 Introduction to the Advisor Academy
14:34 Client Engagement Strategies
19:43 Virtual Meetings and Relationship Building
20:49 Final Advice for Financial Advisors

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© Resilient Advisor, LLC. All Rights Reserved

14/01/2024

Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTVTwitter: https://twitter.com/finadvisortvFacebook: https://www.f...

04/01/2024

The Opal Dividends Podcast with Adam Muller and Austin Graff. They provide insights on some of the most pressing topics for investors today and what to consider in your portfolio for 2024. Hosted by Jay Coulter from FinancialAdvisorT.V.

19/12/2023

Wealth.com is the only tech-led end-to-end estate planning solution built specifically for financial advisors. This Advisor Speed Demo from FinancialAdvisor.TV provides a quick overview of the platform

11/12/2023

Emily Binder joins Matt Halloran and Jay Coulter for this episode of Marketing Office Hours. Don't miss Jay and Matt social media round-up featuring the recent MarketCounsel Summit.

The show is recorded LIVE on all FinancialAdvisor.TV social media platforms so that viewers can ask questions!

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© Resilient Advisor, LLC. All Rights Reserved

29/11/2023

How to look at today with Austin Graff of Opal Capital

27/11/2023

Nate Geraci joins Tyrone Ross and Jay Coulter for this episode of Crypto Office Hours. Nate is the President The ETF Store, Host The ETF Prime Podcast and Co-Founder of the ETF Institute.

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© Resilient Advisor, LLC. All Rights Reserved

21/11/2023

Michael Lecours on his partnership with Michael Kitces at fpPathfinder.

20/11/2023

Welcome to Marketing Office Hours with your hosts, Matt Halloran and Jay Coulter!

Featured Guest: We're excited to have Kirk Lowe, a renowned thought leader from Proud Mouth, join us. Kirk brings a wealth of knowledge in marketing for financial advisors and will share his insights on how to build lasting influence in this competitive field.

Key Discussion Points:

Building Influence: Learn from Kirk's extensive experience on effective strategies for financial advisors to establish and grow their influence.

Marketing Insights: Discover the latest trends and tactics in financial marketing that can set you apart.

Audience Q&A: Kirk will answer your questions about marketing as a Financial Advisor.

Special Segment: Excell Represent Review

Matt and Jay will also provide a recap of the Carson Group's recent Excell Represent conference. Explore key takeaways, innovative ideas, and networking highlights from this influential event.

13/11/2023

On this episode Chris Versace of TheStreet.com and Tematica Research comes on with Jay Coulter to discuss:
- Moody's US Downgrade
- Current Economic Data
- 2024 Thematic Trends To Watch

Sponsor: ADVISOR BREAKAWAY SYSTEM - SImplifying The Path To Independence: https://www.resilientadvisor.com/advisorbreakawaysystem

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© Resilient Advisor, LLC. All Rights Reserved

09/11/2023

MidCaps are an important part of a diversified portfolio. Josh Wein, Co-Portfolio Manager of the Hennessy Cornerstone Mid Cap 30 Fund talks with Jay Coulter about undervalued market sectors, the importance of mid cap stocks in a diversified portfolio, and shares investment cases for some of the companies included in Mid Cap 30.

Learn more about Hennessy Funds: https://www.hennessyfunds.com

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© Resilient Advisor, LLC. All Rights Reserved

08/11/2023

Do you know where an index just won't cut it? Investing in innovative companies in Mainland China. Consider MINV from Mathews Asia.

08/11/2023

The Opal Capital team break down the challenges with downgrades, earnings manipulation and the toxic political environment. Adam Muller and Austin Graff discuss these issues and more with Jay Coulter of FinancialAdvisorT.V.

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© Resilient Advisor, LLC. All Rights Reserved

08/11/2023

Kevin Simpson, Portfolio Manager of our DIVO ETF, comes on, along with Tim Seymour, to share his thoughts on the 3rd quarter portfolio positioning of DIVO and IDVO in 2023.

Learn more about the Amplify CWP Enhanced Dividend Income ETF (DIVO), including the Top 10 Holdings, by clicking on this link: https://amplifyetfs.com/divo.

Learn more about the Amplify International Enhanced Dividend Income ETF (IDVO), including the Top 10 Holdings, by clicking on this link: https://amplifyetfs.com/idvo.

Carefully consider the Funds investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Funds statutory and summary prospectuses, which may be obtained at AmplifyETFs.com. Read the prospectus carefully before investing. Click on the links for the prospectuses: IDVO: http://amplifyetfs.com/wp-content/upl... DIVO: https://amplifyetfs.com/wp-content/up....

Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.

© 2023 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The Amplify CWP Enhanced Dividend Income ETF (DIVO) received 5 stars among 82 funds in the Derivative Income category for the overall, 4 stars for the 3-year, and 5 stars among 74 funds for the 5-year periods ending 9/30/2023.

Amplify ETFs are distributed by Foreside Fund Services, LLC.

© Amplify ETFs. ALL RIGHTS RESERVED

06/11/2023

Join us for a live recording of Crypto Office Hours with Tyrone Ross. On this episode Erik Smith will join the show for a deep dive on ETH!

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© Resilient Advisor, LLC. All Rights Reserved

04/11/2023

The fpPathfinder + Wealthbox integration does 3 things per co-founder MichaelLecours:
1. A checklist can be launched from the CRM
2. Helps the FA ask the right questions, quickly
3. Sends the information back as a client note

30/10/2023

The AdviceTech.Live Conference is THIS WEEK! Hear what ProudMouth's Matt Halloran & Jay Coulter are looking forward to seeing and GRAB YOUR FREE TICKETS: https://www.advicetech.live

30/10/2023

Matt Ackermann is the Chief content officer at Integrated Partners, one of the most successful RIAs in the country. He comes on Marketing Office Hours for a deep discussion on advisor marketing.

*Recorded LIVE on all FinancialAdvisor.TV social media properties.

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© Resilient Advisor, LLC. All Rights Reserved

23/10/2023

Financial Advisors: AdviceTechLIVE is the top conference showcasing advisor technologies. Hear how the Asset-Map Platform team has built one of the top industry conferences!
🚩Tickets are FREE: https://www.advicetech.live

23/10/2023

On this Advisor Office Hours LIVE, we're joined by two incredible guests!

🔹 Adam Holt from Asset-Map will catch us up on the upcoming AdviceTech.LIVE event, scheduled for November 2nd and 3rd. Get the latest scoop on what to expect and why you shouldn't miss out on this industry-leading event! You can grab FREE tickets here: https://www.advicetech.live

🔹 Next, we'll dive deep into a very pertinent topic with Austin Lieberman from YCharts: "How To Show Potential Tax Saving To Clients at the End of the Year". As we approach the year's end, it's crucial for financial professionals to equip themselves with the best strategies and tools. Austin is here to guide us on maximizing value for our clients! Download the new report from YCharts: https://go.ycharts.com/how-advisors-use-ycharts-to-save-clients-money-on-taxes

🔔 Make sure to LIKE, SHARE, and SUBSCRIBE for more insightful discussions with industry experts. Drop your questions or comments below, and we might just address them in our next episode!