127 episodes
The Resilient Advisor Jay Coulter
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- Business
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.
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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 Modern Wealth: https://www.modwm.com
Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories -
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: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/ -
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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