Resilient Advisor Podcast

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Now displaying: December, 2025

Understanding Bitcoin's Role in Modern Portfolios with Matt Hougan of Bitwise | EP266 0

Dec 9, 2025

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.

Learn About:

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.

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Unlocking Wealth: Strategies for Advisors to Impact Business Owners | EP265 0

Dec 2, 2025

Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through data, benchmarking, and strategic planning tools.

Together, we explore how RISR helps advisors enhance discovery, navigate business complexities, and engage in planning conversations that resonate with entrepreneurs. Whether you already serve business owners or aspire to, this discussion provides a clear roadmap for success.

RISR is gaining traction in the industry, with recent coverage highlighting how their innovative framework is transforming advisor impact and fostering business-owner wealth creation.

What You’ll Learn:

How to position your firm as the go-to advisor for business owners
Why traditional financial planning often falls short for entrepreneurs
The key elements of RISR’s business-owner diagnostic framework
Strategies for advisors to differentiate themselves with deeper operational and planning insights
The future of advisor impact in the business-owner niche
Actionable steps to grow your business-owner segment now

About RISR:
RISR is a game-changing platform that enhances the value advisors provide to business-owner clients. With benchmarking tools, operational insights, and structured assessments, RISR equips advisors to facilitate the planning conversations entrepreneurs truly care about. Learn more at RISR.com.

Sponsored by the Titleist Advisor Network:
Discover how Titleist can help you become a high-growth independent business owner while building equity in your business. Visit jointitleist.com.

#RISR #BusinessOwners #AdvisorGrowth #WealthManagement #RIA #FinancialAdvisors #YourBusinessYourWay

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