Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a robust launching platform for serious financial planners eager to grow their businesses and charts the growth and trends they're observing within their network.

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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.

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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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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