Resilient Advisor Podcast

Jay Coulter
  • 4,6 (31)
  • INVESTIMENTOS
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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.

  1. HÁ 5 DIAS

    How to Build a $1B RIA Quickly with Jason Wenk, Altruist CEO

    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 Podcast as we also discuss exactly how technology and AI can help financial advisors scale faster than ever before. In this episode, you’ll also learn: How Altruist achieved 300% growth with fewer employees through AI  The next evolution of AI in wealth management (beyond simple task lists) How a Client Relationship Assistant provides advisor scale The Hazel opportunity for advisors Why focus is the ultimate success formula for advisors Why custodians are the ultimate system of record for RIAs Why Direct Indexing is important and where it fits in your practice Learn More: Jason Wenk on LinkedIn: https://www.linkedin.com/in/jasonwenk  Explore Altruist: https://altruist.com Learn about Hazel: https://hazel.ai Sponsored by The Titleist Advisor Network. Learn how Titleist can help you become a high-growth independent business owner. Private Equity free since 2003. https://na2.hubs.ly/y0_81V0 #YourBusinessYourWay The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions. Visit tamgmt.com to learn more.

    49min

  2. 30 DE SET.

    Crypto Without The Chaos with Tyrone Ross

    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 “bubble”!), turning market volatility into trust-building opportunities, evaluating new crypto ETFs and custody tools like Fidelity’s air-gapped wallet, streamlining operations with blockchain for trusts and rollovers and more. Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0 #YourBusinessYourWay #resilientadvisor The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions. Visit tamgmt.com to learn more.

    51min

  3. 26 DE SET.

    Does AI Help With Client Outcomes with Parker Ence from Jump.AI

    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 better client outcomes, save hours of admin time, and win the next generation during the Great Wealth Transfer. Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0 #YourBusinessYourWay #resilientadvisor   The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions. Visit tamgmt.com to learn more.

    46min

  4. 18 DE SET.

    Managing Market Risk and Marketing with Manish Khatta

    I’m interviewing Manish, for a candid conversation on two topics every advisor needs to master: market risk and marketing. Manish is known in the industry for his direct, no-nonsense approach to both portfolio management and advisor communication. He is as blunt as it comes! From navigating volatile markets to building a brand that cuts through the noise, this will be a conversation packed with real-world insights advisors can put into practice. ⭕ We’ll cover: 🔵 How to think about risk in today’s market environment 🔵 Why marketing is as critical as portfolio construction for advisors 🔵 Practical lessons from Potomac’s journey as an TAMP platform   🔴 Join us live for an unfiltered discussion and bring your questions! Resilient Advisor Podcast #YourBusinessYourWay

    37min

  5. 5 DE MAI.

    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 draws insights from her chapter in the new collaborative book “Beyond the Broker: Navigating Financial Independence in Wealth Management.” Whether you're a solo advisor or leading a multi-billion-dollar RIA, this conversation delivers practical strategies for building a culture that endures. Grab the book: Beyond the Broker on Amazon - Link  Learn about the Resilient Advisor Network - Link About Roklyn Consulting Roklyn is a Fractional Talent Acquisition Partner for California-based wealth management firms. They help advisory firms grow by sourcing and placing Financial Advisors, Planners, and Support Staff aligned with your culture and vision. They also provide confidential transition and succession planning support for advisors looking to make a move or exit the business. Follow Jay Coulter:  YouTube: https://www.youtube.com/c/sjaycoulter Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter Website: https://www.jaycoulter.com Learn more about Resilient Advisor: http://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved #resilientadvisor #resilientlife #financialadvisor #financialadvisorpodcast

    28min

  6. 11 DE ABR.

    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 MacPherson, CEO of Pareto Systems, returns to share 17 actionable strategies from his groundbreaking new white paper: “AI for the Financial Professional.” Duncan breaks down how advisors can leverage AI to: Systematize client experiences Create proprietary intellectual property Enhance CRM usage Boost productivity and free up time Maximize enterprise value and build a practice that lasts This conversation isn’t about theory — it’s a tactical, step-by-step roadmap for forward-thinking financial professionals. 📥 Download the White Paper: ParetoSystems.com Timestamps: 00:00 – Why AI is the next frontier for advisors 01:08 – Meet Duncan MacPherson & the new white paper 03:02 – Why AI adoption is no longer optional 05:11 – Liberating your time with the “hourglass vs shopping cart” analogy 07:42 – Staying current: AI resources advisors should follow 10:30 – How AI helped during a personal crisis 14:12 – How AI is reshaping high-stakes client meetings 16:10 – Prepping for high-net-worth prospects using prompts 17:34 – AI as a productivity tool, not a threat 20:05 – Role–Goal–Soul: A framework for better AI prompts 24:10 – How to create scalable, referable client experiences 26:12 – Content marketing in the age of AI 30:28 – CRM, AI, and emotional intelligence 35:40 – How to overcome resistance to AI in your practice 38:55 – Long-term business impact: Building enterprise value with AI 40:34 – Finding the balance between AI and EI (emotional intelligence) 🎙️ Guest Bio: Duncan MacPherson is the CEO of Pareto Systems and co-author of The Blue Square Method and The Advisor Playbook. He is one of the most respected voices in practice management, helping top advisors build scalable, referable, and franchise-ready businesses. Connect with Duncan: 🔗 ParetoSystems.com 🔗 Follow Duncan on LinkedIn: linkedin.com/in/duncanmhttps://www.linkedin.com/in/duncanmacpherson/ Connect with Jay: 🌐 ResilientAdvisor.com 🎥 YouTube: @sjaycoulter 📩 Subscribe for updates, tools, and resources.

    41min

  7. 2 DE ABR.

    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, personalized content. The episode covers various practical approaches, from using social media to emotional storytelling, to boost referral rates. Matt also highlights his book 'Shut the F Up and Listen,' which explores different types of listening and his personal experiences with mental health challenges. Additionally, learn about ProudMouth's new PodRocket Influence Academy designed to help advisors enhance their marketing game.

    36min

  8. 25 DE MAR.

    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 investing and trend following, diving into its origins in the 1930s and its evolution despite the efficient market hypothesis. Discover why momentum delivers interesting risk-adjusted returns, how it blends trend following and fundamental analysis, and Gary’s groundbreaking dual momentum strategy—combining absolute momentum (is an asset trending up?) and relative momentum (which assets perform best?). Learn how it applies to stocks, bonds, and the GEM portfolio, which boasts impressive long-term results. This is part of our Podcast Rewind Series where I revisit old interviews that have real application for advisors today. Key Highlights:  History of momentum investing Absolute vs. relative momentum explained GEM portfolio performance vs. global benchmarks Rules-based investing to eliminate emotion Gary’s take on today’s markets Details on Dual Momentum Investing (book) Enhanced models for advisors (aggressive, balanced, conservative) Visit https://www.optimalmomentum.com for more on Gary’s book and models.    Follow Jay Coulter & Resilient on Social Media:  X: https://twitter.com/sjaycoulter  LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter   Learn more about Resilient Advisor: http://www.resilientadvisor.com  © Resilient Advisor. All Rights Reserved

    23min
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Sobre

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.

Informações

  • Criado por
    Jay Coulter
  • Anos de atividade
    2017 - 2025
  • Episódios
    144
  • Classificação
    Livre
  • Copyright
    © Resilient Advisor, LLC All Rights Reserved
  • Site do podcast
    Resilient Advisor Podcast

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