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132 episodes
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The Resilient Advisor Jay Coulter
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- Business
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4.6 • 30 Ratings
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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.
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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 investment professionals who specialize in securities analysis and portfolio management. Their business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client.
This is part of the RIA Stories series on the Resilient Advisor Podcast with Jay Coulter on FinancialAdvisor.TV. -
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 through their value proposition with Jay Coulter.
Download the Resilient Advisor RIA Due Diligence Guide: http://riastories.com -
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 leave your comment here: https://www.linkedin.com/pulse/animal-farm-your-career-jay-coulter-cfp-cima--mmbce/ -
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 forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Rob Sandrew joins Jay Coulter on this episode of RIA Stories to share the opportunities available at his firm. Learn More: https://integrated-partners.com
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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 down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.
Learn more about Savvy Wealth: https://www.savvywealth.com -
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
Customer Reviews
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!
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.
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.