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The Resilient Advisor

This is a podcast for Financial Advisors, dedicated to helping listeners 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: 2023
Apr 10, 2023

A cancer diagnosis is life changing. Today Jay is blessed to be cancer free, but the journey of navigating surgery, scans, biopsy and recovery provided a new lens on life and business. In this episode he shares 5 lessons from his experience and a couple of tips on how he is approaching life today.

5 lessons Jay shares:

  1. The 3 most important things are Health, Wealth and Relationships.
  2. Remove toxic people and platforms from your life. Now. 
  3. Determine if you have a business or a job. It is important. 
  4.  Pick the right spouse. Happiness in life is directly proportional to your choice in spouse. Period.
  5. The ghosts of regret are big nasty monsters. Slay them before you don't have time.

3 Life Tips

  1. Have zero tolerance for nonsense and fake people.
  2. Goals and specifically big goals are extremely important.
  3. Listen to your body. It could be telling you are under duress.

Dr Fiyin Sokoya: https://www.wellstar.org/physicians/fiyin-sokoya-md

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Parotidectomy is the partial or complete removal of the parotid gland, and it may be indicated for a variety of reasons that can include inflammatory conditions, certain infectious processes, congenital malformations, and benign or malignant neoplasms. Lymphoma is a general term for cancers that start in the lymph system (the tissues and organs that produce, store, and carry white blood cells that fight infections). The two main kinds of lymphoma are— Hodgkin lymphoma, which spreads in an orderly manner from one group of lymph nodes to another.

Feb 10, 2023

In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three major benefits of leveraging these tools include providing consistent advice, marketing and client engagement and systematizing your client communication. For this episode, Jay Coulter interviews Michael Lecours who is a Financial Advisor and Co-founder of fpPathfinder, a company he started with Michael Kitces.

Learn more about fpPathfinder by visiting https://www.fppathfinder.com.

THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: Without simple systems, your business will always be in a state of chaos…after implementing the Resilient Advisor framework you will become hyper-focused, clear on your value, confident in your ability to grow and free to build your ideal life.

LEARN MORE BY VISITING: https://www.resilientadvisor.com

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Jan 31, 2023

How can Financial Advisors better communicate with clients? The team at YCharts recently conducted a survey that yielded some very interesting results. Connor Kitko joins Jay Coulter for this episode of Resilient Advisor to share their findings.

Download a copy of the report by visiting go.ycharts.com/clientcomms.

Sponsored by The Independence Incubator and Resilient Advisor Coaching

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