EP 96 - How To Achieve Better Results With Improved Client Communication With YCharts CEO Sean Brown
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YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications.
Jay Coulter, CFP®, CIMA®
- Jan 13, 2020
EP 95 - How To Leverage Thematic Investing With Lenore Hawkins and Chris Versace
This is the first installment of a new project called the 'Thematic Investing Series.'
Jay Coulter, CFP®, CIMA®
- Jan 3, 2020
EP 94 - The Benefits Of Allocating To Metals In 2020 With Brad Roth
Jay Coulter interviews Brad Roth of Thor Analytics to get his thoughts on adding metals to your allocations.
Jay Coulter, CFP®, CIMA®
- Dec 26, 2019
Ep 93 - 2020 Industry Predictions With Jay Hummel (Advisor Growth Series)
Direct Indexing, Reg BI and the SECURE Act could have an impact on your business next year. Jay Coulter and Jay Hummel discuss the impact.
Jay Coulter, CFP®, CIMA®
- Dec 23, 2019
Ep 92 - Executing A Viable M&A Strategy With Frank LaRosa
Frank LaRosa of Elite Consulting Partners comes on the podcast to share his thoughts on the current state of M&A in our industry.
Jay Coulter, CFP®, CIMA®
- Dec 12, 2019
EP 91 - How To Build A Niche With Jay Hummel (Advisor Growth Series)
Jay Coulter and Jay Hummel discuss how financial advisor can build a niche market to help their growth efforts.
Jay Coulter, CFP®, CIMA®
- Dec 4, 2019
Ep 90 - Why Fixed Index Annuities Need Consideration With Brad Johnson
In this in-depth episode Jay Coulter interviews Brad Johnson on the prudent applications for Fixed Index Annuities.
Jay Coulter, CFP®, CIMA®
- Nov 23, 2019
Ep 89 - How Schwab's Moves Could Impact Your Business (Advisor Growth Series)
Schwab's potential acquisition of TD Ameritrade could have an impact on your business and your clients.
Jay Coulter, CFP®, CIMA®
- Nov 20, 2019
Ep 88 - Preparing For The Death Of The 60/40 Portfolio With Clint Sorenson (Forecast Free Series)
Jay Coulter and Clint Sorenson discuss the death of 60/40 allocations.
Jay Coulter, CFP®, CIMA®
- Nov 7, 2019
Ep 87 - Embracing 'Radical Relevance' To Drive Business Growth with Bill Cates
Jay Coulter interviews Bill Cates to discuss his new book, Radical Relevance.
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