In this episode of the Resilient Advisor Podcast, Jay Coulter speaks with Matt Hogan, Chief Investment Officer at Bitwise, about the rising importance of Bitcoin in investment portfolios. They discuss Bitcoin's unique value proposition, scarcity, and strategies for advisors looking to incorporate it into their practices.
The service model of Bitcoin and its implications for advisors
The significance of long-term holding periods for Bitcoin
Optimal rebalancing strategies to manage portfolio volatility
How technology enhances advisor independence and operational excellence
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. Discover more here.
Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes.
How money scripts shape client behavior
Strategies for engaging disconnected spouses
Supporting neurodivergent clients more effectively
Handling inheritance, privilege, and family expectations
The Boneparths’ top breakthrough questions for clients
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. jointitleist.com
Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing.
In this episode:
The mindset that removes fear from marketing
Building a YouTube strategy around consistency
Tools that make high-quality video simple
Turning clients into lifelong fans
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, focus on one channel, and build scalable growth systems that convert trust into clients.
What You’ll Learn:
The least amount of marketing you need to grow
How to pick your best-fit marketing channel
Where advisor funnels break—and how to fix them
Why clarity and focus outperform complexity
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
🎙️ What Does It Really Mean to Be Resilient?
Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits down with Tina Powell, Partner at Intentionly, industry thought leader, and cancer survivor. Together, they explore the true meaning of resilience when life challenges you beyond the realm of business and personal strength.
Tina shares her deeply personal journey of battling cancer while mentoring others and staying committed to her mission of empowering voices in the financial industry. Discover how she navigated this tough period and what it means to persevere when you feel like giving up.
In this episode, you’ll learn about:
If you've ever faced a challenging season that tested your beliefs about yourself, this conversation will inspire you to recognize the strength within you.
🌟 Sponsor: Titleist Asset Management - Empowering advisors to become high-growth independent business owners. Build equity in your business for your future. Learn more.
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#YourBusinessYourWay #Resilience #Podcast #Inspiration
Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically.
What You’ll Learn:
Why most firms overestimate organic growth
How AI helps identify high-propensity prospects
The importance of niche and focus in scaling
Ways to humanize automated outreach
How Finny empowers advisors to grow efficiently
Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com
In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence through operational excellence, AI-enabled innovation, and long-term freedom.
Coulter discusses the firm’s evolution from aggregator to enterprise, the role of the TAM360 Platform, and why staying private-equity-free matters for advisors who want to build equity in their own business.
You’ll Learn:
The Enterprise RIA model — and how it differs from traditional aggregators
How AI and human service combine inside the TAM360 Platform
The cultural principles guiding Titleist’s growth
How to evaluate firms for true independence and transparency
🎧 Listen and learn how to build a firm that lasts — serving 20,000 families and empowering 100 advisors to own their future.
Learn more: JoinTitleist.com
AI and Advisor Growth with Jason Wenk
At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement we need to break down!
Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and AI can help financial advisors scale faster than ever before.
In this episode, you’ll also learn:
Learn More:
Sponsored by The Titleist Advisor Network. Learn how Titleist can help you become a high-growth independent business owner. Private Equity free since 2003. https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate digital assets into your practice—without the hype or headaches. Topics of discussion include debunking client myths about Bitcoin (it’s not just a “bubble”!), turning market volatility into trust-building opportunities, evaluating new crypto ETFs and custody tools like Fidelity’s air-gapped wallet, streamlining operations with blockchain for trusts and rollovers and more.
Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
Is AI a threat to financial advisors—or the ultimate “Iron Man suit” for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver better client outcomes, save hours of admin time, and win the next generation during the Great Wealth Transfer.
Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing.
Manish is known for his no-nonsense approach to portfolio management and advisor communication. From navigating today’s volatile markets to building a brand that stands out, he shares real-world insights you can immediately put into practice.
What you’ll learn:
How to think about risk in today’s market environment
Why marketing is as critical as portfolio construction for advisors
Lessons from Potomac’s evolution as a leading TAMP platform
Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart.
Darci draws insights from her chapter in the new collaborative book “Beyond the Broker: Navigating Financial Independence in Wealth Management.” Whether you're a solo advisor or leading a multi-billion-dollar RIA, this conversation delivers practical strategies for building a culture that endures.
Grab the book: Beyond the Broker on Amazon - Link
Learn about the Resilient Advisor Network - Link
About Roklyn Consulting Roklyn is a Fractional Talent Acquisition Partner for California-based wealth management firms. They help advisory firms grow by sourcing and placing Financial Advisors, Planners, and Support Staff aligned with your culture and vision. They also provide confidential transition and succession planning support for advisors looking to make a move or exit the business.
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© Resilient Advisor. All Rights Reserved
#resilientadvisor #resilientlife #financialadvisor #financialadvisorpodcast
What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionable strategies from his groundbreaking new white paper: “AI for the Financial Professional.”
Duncan breaks down how advisors can leverage AI to:
Systematize client experiences
Create proprietary intellectual property
Enhance CRM usage
Boost productivity and free up time
Maximize enterprise value and build a practice that lasts
This conversation isn’t about theory — it’s a tactical, step-by-step roadmap for forward-thinking financial professionals.
📥 Download the White Paper: ParetoSystems.com
Timestamps:
00:00 – Why AI is the next frontier for advisors
01:08 – Meet Duncan MacPherson & the new white paper
03:02 – Why AI adoption is no longer optional
05:11 – Liberating your time with the “hourglass vs shopping cart” analogy
07:42 – Staying current: AI resources advisors should follow
10:30 – How AI helped during a personal crisis
14:12 – How AI is reshaping high-stakes client meetings
16:10 – Prepping for high-net-worth prospects using prompts
17:34 – AI as a productivity tool, not a threat
20:05 – Role–Goal–Soul: A framework for better AI prompts
24:10 – How to create scalable, referable client experiences
26:12 – Content marketing in the age of AI
30:28 – CRM, AI, and emotional intelligence
35:40 – How to overcome resistance to AI in your practice
38:55 – Long-term business impact: Building enterprise value with AI
40:34 – Finding the balance between AI and EI (emotional intelligence)
🎙️ Guest Bio:
Duncan MacPherson is the CEO of Pareto Systems and co-author of The Blue Square Method and The Advisor Playbook. He is one of the most respected voices in practice management, helping top advisors build scalable, referable, and franchise-ready businesses.
Connect with Duncan:
🔗 ParetoSystems.com
🔗 Follow Duncan on LinkedIn: linkedin.com/in/duncanmhttps://www.linkedin.com/in/duncanmacpherson/
Connect with Jay:
🌐 ResilientAdvisor.com
🎥 YouTube: @sjaycoulter
📩 Subscribe for updates, tools, and resources.
In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various practical approaches, from using social media to emotional storytelling, to boost referral rates.
Matt also highlights his book 'Shut the F Up and Listen,' which explores different types of listening and his personal experiences with mental health challenges.
Additionally, learn about ProudMouth's new PodRocket Influence Academy designed to help advisors enhance their marketing game.
With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy.
I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in the 1930s and its evolution despite the efficient market hypothesis. Discover why momentum delivers interesting risk-adjusted returns, how it blends trend following and fundamental analysis, and Gary’s groundbreaking dual momentum strategy—combining absolute momentum (is an asset trending up?) and relative momentum (which assets perform best?). Learn how it applies to stocks, bonds, and the GEM portfolio, which boasts impressive long-term results.
This is part of our Podcast Rewind Series where I revisit old interviews that have real application for advisors today.
Key Highlights:
Visit https://www.optimalmomentum.com for more on Gary’s book and models.
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Learn more about Resilient Advisor: http://www.resilientadvisor.com
© Resilient Advisor. All Rights Reserved
How to Talk to Clients During Market Volatility
The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future?
In this episode of The Resilient Advisor, I’ll teach you a proven framework to confidently guide clients through uncertainty without resorting to tired clichés or generic talking points.
You’ll learn:
✅ How to take control of client conversations
✅ A simple market framework that sets expectations
✅ The 5 Rules of Investing that keep clients on track
✅ The best way to reassure clients without making reactionary portfolio changes
Remember: Your value as an advisor is highest when clients are most emotional.
Learn how to be the steady voice they need in turbulent times.
🔔 Subscribe for more strategies to elevate your practice!
© Resilient Advisor. All Rights Reserved