125 episodes

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.

The Resilient Advisor Jay Coulter

    • Business
    • 4.7 • 29 Ratings

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.

    Pick Up The Phone

    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.

    • 1 min
    Failure, Sales & Money Market Risk

    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/

    • 9 min
    Lessons From A Legend

    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/

    • 6 min
    Assumptions and Donkeys

    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/

    • 3 min
    Handle Hard Better

    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 excited this time of year. How's your bracket doing? Mine's already toast the first weekend. The reason this time of year is so exciting for college basketball fans is the storylines and upsets. Lots of exciting upsets happen every year where the underdog miraculously beats the one, two, or three seed. The media focuses on these great stories and the proverbial Cinderella's. But what about the high -seeded losers of those games. Well, they get the chance to learn from these losses and these lessons transcend the court. Sports can be one of life's best educators. It's not just the winning, the hard work and the commitment that is needed. It's the losing and dealing with the adversity that comes with it. ESPN ran a story on Duke women's basketball coach, Kara Lawson, that caught my attention. Coach Lawson gave an impromptu speech to her team that luckily, someone recorded it. It's a 3 minute master class on mental resilience. Take a listen to this short clip. We all wait in life for things to get easier. Think in your own life if you waited for something to get easier. I just gotta get through this and then it'll be easy. I just gotta get through preseason and then it'll be OK. I've just gotta get through my junior year high school and then the classes are going to get easier. I've just gotta get to my spring and my senior year college is going to be easier. It's what we do. We wait for stuff to get easier. It will never get easier. What happens is you handle hard better. That's what happens. Most people think that it's going to get easier. Life is going to get easier. Basketball is going to get easier. School is going to get easier. It never gets easier. What happens is you become someone that handles hard stuff better. So that's a mental shift that has to occur in each of your brains. It has to. Because if you go around waiting for stuff to get easier in life, it's never gonna happen. Coach Larson's message of you become someone that handles hard stuff better is key. It's a mental shift. Don't wait for stuff to get easier. Losing is part of business, sports, and life. The key is how you handle it. Handle hard better. I hope you enjoyed this Saturday Note.

    • 2 min
    Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks

    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. 
    Shawn has written a new book called The Advisor Transformation and in this episode we are going to learn his approach to creating an impactful vision for your business, optimizing operations and building a culture that sets you up for success
    Shawn Sparks is the Co-Founder of Triad Partners. 
    Grab a FREE copy of the audio book and mention Jay Coulter sent you: https://theadvisortransformation.com/friend
    Grab a hard copy of the book here: https://a.co/d/fuHThBW
    Follow FinancialAdvisor.TV™ on Social: 
    YouTube: https://www.youtube.com/c/FinancialAdvisorTV
    Twitter: https://twitter.com/finadvisortv
    Facebook: https://www.facebook.com/financialadvisortv
    LinkedIn: https://www.linkedin.com/company/financialadvisortv
    Instagram: https://www.instagram.com/financialadvisortv
    © Resilient Advisor, LLC. All Rights Reserved 

    • 56 min

Customer Reviews

4.7 out of 5
29 Ratings

29 Ratings

obacker19 ,

Entertaining, insightful and actionable! 🔥

Whether you’re well established as an advisor, or just getting started carving out a profitable niche that’s ready to grow - this is a must-listen podcast for you! Jay does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving practice - with leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!

PhillyDZ11 ,

A podcast must

Jay’s podcast is a must for me. As an independent advisor I find the content and his guests so relevant and helpful. I find at least 1 takeaway from every podcast.

Maxwell NY ,

Great way to stay up with industry trends!

Working as an independent you are not always surrounded by people to help learn from one another the latest trends. This podcast helps me stay informed on trends in the financial planning world and reassure myself I am doing what is best for my clients. Ever episode gives me at least one good takeaway.

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