PODCAST · business
Resilient Advisor Podcast
by Jay Coulter, CFP®, CIMA®
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.
Episodes
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Inside Altruist's Hazel Financial Planning Agent | EP271
Every advisor knows what a financial plan costs — not in dollars, but in hours. Data gathering, drafting, review: most of a workweek before you ever sit down with the client. On August 31, Altruist shipped a tool that claims to compress that first stretch into minutes. It's called the Hazel...
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Inside Altruist's Hazel Financial Planning Agent | EP271
Every advisor knows what a financial plan costs — not in dollars, but in hours. Data gathering, drafting, review: most of a workweek before you ever sit down with the client. On August 31, Altruist shipped a tool that claims to compress that first stretch into minutes. It's called the Hazel...
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Feel, Fit, Financials: How Advisors Protect Their Practice
Rich Landi of BridgeMark Strategies joins Jay Coulter to explain the "feel, fit, financials" framework for advisor transitions. Learn why you must require a pro forma, how to validate technology and onboarding, and why culture and hands‑on operational support determine who thrives…
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The University Pipeline & Hiring Young Planners | EP268
Nathan Harness (Texas A&M) and Jay Coulter explore why hiring the next generation is the industry's biggest problem and how universities, internships, AI training, and intentional leadership can close the gap. Learn practical steps for designing internships, teaching EQ and sales skills, using AI...
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Understanding Bitcoin's Role in Modern Portfolios with Matt Hougan of Bitwise | EP266
In this episode of the Resilient Advisor Podcast, Jay Coulter speaks with Matt Hogan, Chief Investment Officer at Bitwise, about the rising importance of Bitcoin in investment portfolios. They discuss Bitcoin's unique value proposition, scarcity, and strategies for advisors looking to incorporate...
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Unlocking Wealth: Strategies for Advisors to Impact Business Owners | EP265
Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through...
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Helping Couples Navigate Money Together with Douglas & Heather Boneparth | EP264
Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes....
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How Financial Advisors Can Build a YouTube Presence That Drives Growth | EP263
Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing. In this episode: The mindset that removes fear from marketing Building a YouTube strategy around consistency Tools that make high-quality video simple Turning clients into lifelong fans...
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Simplify Your Marketing to Scale Your Firm with Kendra Wright | EP262
Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, focus on one channel, and build scalable growth systems that convert trust into clients. What You'll Learn: The least amount of marketing you need…
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Strength Beyond Survival: Insights on Resilience with Tina Powell of Intention.ly | EP261
🎙️ What Does It Really Mean to Be Resilient? Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits down with Tina Powell, Partner at Intentionly, industry thought leader, and cancer survivor. Together, they explore the true meaning of resilience when life...
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How to Drive Organic Growth with AI | Eden Ovadia, CEO of Finny | EP260
Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically. What You'll Learn: Why most firms overestimate organic growth How AI helps identify high-propensity prospects The...
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Building the Enterprise RIA with Jay Coulter, CEO of Titleist Asset Management | EP259
In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence through operational excellence, AI-enabled innovation, and long-term freedom. Coulter discusses the firm's evolution from aggregator to enterprise, the...
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How to Build a $1B RIA Quickly with Jason Wenk, Altruist CEO | EP258
AI and Advisor Growth with Jason Wenk At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement we need to break down! Join us for a conversation on The Resilient Advisor...
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Crypto Without The Chaos with Tyrone Ross | EP257
Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate digital assets into your practice—without the hype or headaches. Topics of discussion include debunking client myths about Bitcoin (it's not just a...
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Does AI Help With Client Outcomes with Parker Ence from Jump.AI | EP256
Is AI a threat to financial advisors—or the ultimate "Iron Man suit" for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver...
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Managing Market Risk and Marketing with Manish Khatta
In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing. Manish is known for his no-nonsense approach to portfolio management and advisor...
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Creating a Standout Culture with Darci Smith
In today's competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci...
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Actionable AI Strategies for Advisors with Duncan MacPherson
What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That's not a fantasy. It's what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan…
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How Financial Advisors Can Increase Referrals with Matt Halloran
In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent,...
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Revisiting Dual Momentum Investing with Gary Antonacci
With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum...
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How To Discuss The Markets With Worried Clients
How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future? In this episode of The…
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How To Listen When Markets Speak with Larry McDonald
On this episode of Resilient Advisor, I sat down with Larry McDonald, author of How to Speak When Markets Listen, for a powerful conversation on the challenges and opportunities facing investors today. We explore the future of the U.S. currency, extreme equity valuations, and the critical role of...
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You Weren't Supposed To See That with Josh Brown
In this episode of The Resilient Advisor Show, Jay Coulter sits down with Ritholtz Wealth CEO and CNBC contributor Josh Brown. They explore key topics from Josh's new book, 'You Weren't Supposed to See That'. Josh delves into the legacy of legendary trader Jesse Livermore, discussing how his...
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The Soul of Wealth with Dr. Daniel Crosby
In this episode of The Resilient Advisor Show, Jay Coulter interviews Dr. Daniel Crosby, the Chief Behavioral Officer at Orion, discussing a wide array of topics from health to financial wisdom and his latest book, The Soul of Wealth. Dr. Crosby begins by sharing his health journey, which began…
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JB O'Banion of Titleist Asset Management on RIA Stories
This episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors true freedom and independence. They provide advisors access to top-tier clearing and custody, industry-leading technology and access to a team of...
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Shannon Spotswood of RFG Advisory on RIA Stories
Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks...
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Animal Farm and Your Career
George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business? This is from a recent Saturday Note. Please…
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Rob Sandrew of Integrated Partners on RIA Stories
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…
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Ritik Malhotra of Savvy Wealth on RIA Stories
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…
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Jason Gordo of Modern Wealth on RIA Stories
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. Learn more about…
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The Lieutenant Rowan Mindset
This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.
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Pick Up The Phone
Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.
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Failure, Sales & Money Market Risk
A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/
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Lessons From A Legend
When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life. Past Saturday Notes can be found here:...
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Assumptions and Donkeys
What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/
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Handle Hard Better
This is the best framework for handling life's challenges I have ever come across. It is a mental model for grit and perseverance. Since we are in March Madness season, It is fitting that it came from Kara Lawson, the Duke Women's Basketball Head Coach. It is March Madness for those fans who get...
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Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks
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....
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Knowers vs Learners - The Saturday Note
Have you ever met someone who was very successful, but you know that they had not reached their potential? This Saturday Note may provide an interesting way to think about these high performers and their potential.
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Modern Business Development Strategies with Kristin Andree
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...
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Ideas on Change, Service and AI
On this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.
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Growing A Platform For Financial Planners | An Interview with Michael Kitces & Alan Moore
Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a...
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Lessons from a Cancer Diagnosis
A cancer diagnosis is life changing. Today Jay is blessed to be cancer free, but the journey of navigating surgery, scans, biopsy and recovery provided a new lens on life and business. In this episode he shares 5 lessons from his experience and a couple of tips on how he is approaching life…
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How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder
In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three major benefits of leveraging these tools include providing consistent advice, marketing and client engagement and systematizing your client...
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How Can Financial Advisors Better Communicate with Clients?
How can Financial Advisors better communicate with clients? The team at YCharts recently conducted a survey that yielded some very interesting results. Connor Kitko joins Jay Coulter for this episode of Resilient Advisor to share their findings. Download a copy of the report by visiting...
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How To Launch Your Own ETF with Wes Gray of Alpha Architect
How do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these...
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Find Your Freedom with Jamie Hopkins
Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching. SHOW SPONSOR: Have…
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The Most Interesting Advisor in the World
Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, he share is approach to marketing, planning and living life to the fullest. SHOW SPONSOR: The Independence Incubator from Resilient Advisor. A...
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The Common Denominator of Success
In 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called 'The Common Denominator of Success.' Though it was written for life insurance professionals of an age gone by, its message is equally well suited to anyone who...
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The Digital Detox
Have you ever felt that social media and email are wearing you down? Jay did, so he took a week off from digital platforms and learned a lot. He shares his experience in this episode of The Resilient Advisor. If you are considering going independent, don't do it alone. Learn how The Independence...
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Delivering Tax Alpha with Todd Mackay of Avantax
How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility. Learn More about Avantax Wealth Management: Website:...
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ABOUT THIS SHOW
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.
HOSTED BY
Jay Coulter, CFP®, CIMA®
CATEGORIES
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Frequently Asked Questions
How many episodes does Resilient Advisor Podcast have?
Resilient Advisor Podcast currently has 275 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Resilient Advisor Podcast about?
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to...
How often does Resilient Advisor Podcast release new episodes?
Resilient Advisor Podcast publishes regularly with 275 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Resilient Advisor Podcast?
You can listen to Resilient Advisor Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Resilient Advisor Podcast?
Resilient Advisor Podcast is created and hosted by Jay Coulter, CFP®, CIMA®.
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