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