🎙️ 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.