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The Resilient Advisor - AUDIO


Description

In this four-part audio series, Jay Coulter, author of The Resilient Advisory Business, interviews leading subject matter experts in the financial services industry to discuss some super cool topics for financial professionals. In this series, Jay discusses:

1. The Future of Fintech and Digital Advice, with Michael Kerins
2. How Modern Portfolio Theory has Failed Investors, with Daniel Peris
3. The Power of Thematic Investing in Today's Market, with Chris Versace
4. Reinventing your Practice with Rule-Based Investing, with Dr. Daniel Crosby

CE Credits: 2.0

Content
  • The Power Of Thematic Investing in Today's Market, with Chris Versace (30:22)
  • The Future of FinTech and Digital Advice, with Michael Kerins (15:59)
  • Reinvent Your Practice With Rule-Based Behavioural Investing (22:38)
  • How Modern Portfolio Theory Has Failed Investors, with Daniel Peris (28:25)
  • Final Test
  • The Resilient Advisor
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever