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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: October, 2022
Oct 24, 2022

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

Oct 18, 2022

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 

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Oct 6, 2022

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

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