100 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.

    How To Launch Your Own ETF with Wes Gray of Alpha Architect (EP239)

    How To Launch Your Own ETF with Wes Gray of Alpha Architect (EP239)

    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 questions. If you have ever considered launch an ETF, this is the show for you!
    SHOW SPONSOR: The Independence Incubator from Resilient Advisor. Discrete and proven guidance to finding independence. Learn more: https://www.independenceincubator.com
    Connect with Wes Gray and Alpha Architect:
    Website: https://alphaarchitect.com
    Twitter: https://twitter.com/alphaarchitect
    YouTube: https://www.youtube.com/channel/UCAAsCF_TbSpAjNBplgkPAfw/featured
    About Wes Gray:
    After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. 
     
    Follow Financial Advisor TV™ on Social:
    YouTube: https://www.youtube.com/c/FinancialAdvisorTV
    Twitter: https://twitter.com/finadvisortv
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    Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
    Produced by Resilient Digital Media ©
    Financial Advisor TV, LLC. All Rights Reserved

    • 30 min
    Find Your Freedom with Jamie Hopkins

    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 you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com
    ++ Grab a copy of Jamie's new book here: https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846
    About Jamie Hopkins: Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University’s Heider College of Business.
    A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.
    He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.
    Follow Financial Advisor TV™ on Social:
    YouTube: https://www.youtube.com/c/FinancialAdvisorTV
    Twitter: https://twitter.com/finadvisortv
    TikTok: https://www.tiktok.com/@financialadvisortv
    Facebook: https://www.facebook.com/financialadvisortv
    LinkedIn: https://www.linkedin.com/company/financialadvisortv
    Instagram: https://www.instagram.com/financialadvisortv
    Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
    Produced by Resilient Digital Media
    © Financial Advisor TV, LLC. All Rights Reserved

    • 21 min
    The Most Interesting Advisor in the World

    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 customized approach for advisors transitioning to independence.
    Learn more: https://www.independenceincubator.com

    • 20 min
    The Common Denominator of Success (EP236)

    The Common Denominator of Success (EP236)

    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 seeks success today. In a world where selfies with Lambos and exotic trips to the Mediterranean are thought of as inspiration material.... Jay Coulter thought re-producing this speech, with updates for today’s world, may be inspirational for someone struggling to get a foothold in their career.
    He is not the first to reproduce this great talk and won’t be the last! 
    SPONSOR: Learn how to simplify your investment models without hiring expensive TAMPs or OCIOs. Resilient Models from Resilient Advisor reduce investment fees & improve client communications. To learn more visit: http://www.resilientmodels.com
    “The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he formed the habit of doing things that failures don't like to do.” - Albert E.N. Gray 
    Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
    © Financial Advisor TV, LLC. All Rights Reserved

    • 13 min
    The Digital Detox

    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 Incubator can provide you with fiduciary level guidance on your path to independence: https://www.independenceincubator.com
    Follow Financial Advisor TV™ on Social:
    YouTube: https://www.youtube.com/c/FinancialAdvisorTV
    Twitter: https://twitter.com/finadvisortv
    TikTok: https://www.tiktok.com/@financialadvisortv
    Facebook: https://www.facebook.com/financialadvisortv
    LinkedIn: https://www.linkedin.com/company/financialadvisortv
    Instagram: https://www.instagram.com/financialadvisortv
    Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
    © Financial Advisor TV, LLC. All Rights Reserved

    • 9 min
    Delivering Tax Alpha with Todd Mackay of Avantax

    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: https://www.avantax.com/for-your-wealth-planning/wealth-management
    LinkedIn: https://www.linkedin.com/company/avantax-wealth-management
    Twitter: https://twitter.com/Avantax_Wealth
    Connect with Todd:
    LinkedIn: https://www.linkedin.com/in/todd-mackay-b1318b
    Follow Financial Advisor TV™ on Social:
    YouTube: https://www.youtube.com/c/FinancialAdvisorTV
    Twitter: https://twitter.com/finadvisortv
    TikTok: https://www.tiktok.com/@financialadvisortv
    Facebook: https://www.facebook.com/financialadvisortv
    LinkedIn: https://www.linkedin.com/company/financialadvisortv
    Instagram: https://www.instagram.com/financialadvisortv
    Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
    © Financial Advisor TV, LLC. All Rights Reserved
     

    • 19 min

Customer Reviews

4.7 out of 5
29 Ratings

29 Ratings

JoshCrist ,

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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