Info

The Resilient Advisor

This is a podcast for Financial Advisors, dedicated to helping listeners build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
RSS Feed Subscribe in Apple Podcasts
The Resilient Advisor
2024
May
April
March


2023
October
April
February
January


2022
December
November
October
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
April
March
February
January


Categories

All Episodes
Archives
Categories
Now displaying: Category: general
May 25, 2024

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Rob Sandrew joins Jay Coulter on this episode of RIA Stories to share the opportunities available at his firm. Learn More: https://integrated-partners.com

May 17, 2024

Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.

Learn more about Savvy Wealth: https://www.savvywealth.com

Apr 25, 2024

On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting.

Learn more about Modern Wealth: https://www.modwm.com

Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories

Apr 20, 2024

This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.

Apr 13, 2024

Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.

Apr 11, 2024

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/

Apr 6, 2024

When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life.

Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/

Mar 30, 2024

What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note.

Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/

Mar 23, 2024

This is the best framework for handling life's challenges I have ever come across. It is a mental model for grit and perseverance. Since we are in March Madness season, It is fitting that it came from Kara Lawson, the Duke Women's Basketball Head Coach.

 

It is March Madness for those fans who get excited this time of year. How's your bracket doing? Mine's already toast the first weekend. The reason this time of year is so exciting for college basketball fans is the storylines and upsets. Lots of exciting upsets happen every year where the underdog miraculously beats the one, two, or three seed. The media focuses on these great stories and the proverbial Cinderella's. But what about the high -seeded losers of those games. Well, they get the chance to learn from these losses and these lessons transcend the court. Sports can be one of life's best educators. It's not just the winning, the hard work and the commitment that is needed. It's the losing and dealing with the adversity that comes with it. ESPN ran a story on Duke women's basketball coach, Kara Lawson, that caught my attention. Coach Lawson gave an impromptu speech to her team that luckily, someone recorded it. It's a 3 minute master class on mental resilience. Take a listen to this short clip. We all wait in life for things to get easier. Think in your own life if you waited for something to get easier. I just gotta get through this and then it'll be easy. I just gotta get through preseason and then it'll be OK. I've just gotta get through my junior year high school and then the classes are going to get easier. I've just gotta get to my spring and my senior year college is going to be easier. It's what we do. We wait for stuff to get easier. It will never get easier. What happens is you handle hard better. That's what happens. Most people think that it's going to get easier. Life is going to get easier. Basketball is going to get easier. School is going to get easier. It never gets easier. What happens is you become someone that handles hard stuff better. So that's a mental shift that has to occur in each of your brains. It has to. Because if you go around waiting for stuff to get easier in life, it's never gonna happen. Coach Larson's message of you become someone that handles hard stuff better is key. It's a mental shift. Don't wait for stuff to get easier. Losing is part of business, sports, and life. The key is how you handle it. Handle hard better. I hope you enjoyed this Saturday Note.

Mar 21, 2024

An advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life. 

Shawn has written a new book called The Advisor Transformation and in this episode we are going to learn his approach to creating an impactful vision for your business, optimizing operations and building a culture that sets you up for success

Shawn Sparks is the Co-Founder of Triad Partners. 

Grab a FREE copy of the audio book and mention Jay Coulter sent you: https://theadvisortransformation.com/friend

Grab a hard copy of the book here: https://a.co/d/fuHThBW

Follow FinancialAdvisor.TV™ on Social: 

YouTube: https://www.youtube.com/c/FinancialAdvisorTV
Twitter: https://twitter.com/finadvisortv
Facebook: https://www.facebook.com/financialadvisortv
LinkedIn: https://www.linkedin.com/company/financialadvisortv
Instagram: https://www.instagram.com/financialadvisortv

© Resilient Advisor, LLC. All Rights Reserved 

Mar 16, 2024

Have you ever met someone who was very successful, but you know that they had not reached their potential? This Saturday Note may provide an interesting way to think about these high performers and their potential. 

Mar 14, 2024

In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing, client engagement, and client retention. Kristin also introduces the Advisor Academy, a program that helps financial advisors develop their business strategies. The key takeaway is to know your target market, find your unique value proposition, and engage and retain your clients through strategic and personalized approaches.

Learn about The Academy For Financial Advisors: http://www.Academyforfinancialadvisors.com

Mar 7, 2024

On this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.

Oct 9, 2023

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.

Follow Financial Advisor TV™ on Social:

YouTube: https://www.youtube.com/c/FinancialAdvisorTV

 Twitter: https://twitter.com/finadvisortv

 Facebook: https://www.facebook.com/financialadvisortv

 LinkedIn: https://www.linkedin.com/company/financialadvisortv

 Instagram: https://www.instagram.com/financialadvisortv

 Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

 © Resilient Advisor. All Rights Reserved

Apr 10, 2023

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

 Follow Financial Advisor TV™ on Social:

 YouTube: https://www.youtube.com/c/FinancialAdvisorTV

 Twitter: https://twitter.com/finadvisortv

 Facebook: https://www.facebook.com/financialadvisortv

 LinkedIn: https://www.linkedin.com/company/financialadvisortv

 Instagram: https://www.instagram.com/financialadvisortv

 Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

 Follow Resilient Advisor™ On Social:

 Twitter: https://twitter.com/sjaycoulter

 Facebook: https://www.facebook.com/resilientadvisor

 LinkedIn: https://www.linkedin.com/in/sjaycoulter

 Instagram: https://www.instagram.com/sjaycoulter

 Learn more about Resilient Advisor™: https://www.resilientadvisor.com

 © Resilient Advisor. All Rights Reserved

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.

Feb 10, 2023

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

 Follow Financial Advisor TV™ on Social:

YouTube: https://www.youtube.com/c/FinancialAdvisorTV

 Twitter: https://twitter.com/finadvisortv

 Facebook: https://www.facebook.com/financialadvisortv

 LinkedIn: https://www.linkedin.com/company/financialadvisortv

 Instagram: https://www.instagram.com/financialadvisortv

 Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

 © Resilient Advisor, LLC. All Rights Reserved

Dec 2, 2022

How do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these questions. If you have ever considered launch an ETF, this is the show for you!

SHOW SPONSOR: The Independence Incubator from Resilient Advisor. Discrete and proven guidance to finding independence. Learn more: https://www.independenceincubator.com

Connect with Wes Gray and Alpha Architect:

Website: https://alphaarchitect.com

Twitter: https://twitter.com/alphaarchitect

YouTube: https://www.youtube.com/channel/UCAAsCF_TbSpAjNBplgkPAfw/featured

About Wes Gray:

After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. 

 

Follow Financial Advisor TV™ on Social:

YouTube: https://www.youtube.com/c/FinancialAdvisorTV

Twitter: https://twitter.com/finadvisortv

TikTok: https://www.tiktok.com/@financialadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

Produced by Resilient Digital Media ©

Financial Advisor TV, LLC. All Rights Reserved

Nov 22, 2022

Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching.

SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com

++ Grab a copy of Jamie's new book here: https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846

About Jamie Hopkins: Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University’s Heider College of Business.

A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.

He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.

Follow Financial Advisor TV™ on Social:

YouTube: https://www.youtube.com/c/FinancialAdvisorTV

Twitter: https://twitter.com/finadvisortv

TikTok: https://www.tiktok.com/@financialadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

Produced by Resilient Digital Media

© Financial Advisor TV, LLC. All Rights Reserved

Oct 18, 2022

In 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called ‘The Common Denominator of Success.’

Though it was written for life insurance professionals of an age gone by, its message is equally well suited to anyone who seeks success today. In a world where selfies with Lambos and exotic trips to the Mediterranean are thought of as inspiration material.... Jay Coulter thought re-producing this speech, with updates for today’s world, may be inspirational for someone struggling to get a foothold in their career.

He is not the first to reproduce this great talk and won’t be the last! 

SPONSOR: Learn how to simplify your investment models without hiring expensive TAMPs or OCIOs. Resilient Models from Resilient Advisor reduce investment fees & improve client communications. To learn more visit: http://www.resilientmodels.com

“The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he formed the habit of doing things that failures don't like to do.” - Albert E.N. Gray 

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

© Financial Advisor TV, LLC. All Rights Reserved

Oct 6, 2022

Have you ever felt that social media and email are wearing you down? Jay did, so he took a week off from digital platforms and learned a lot. He shares his experience in this episode of The Resilient Advisor. If you are considering going independent, don't do it alone. Learn how The Independence Incubator can provide you with fiduciary level guidance on your path to independence: https://www.independenceincubator.com

Follow Financial Advisor TV™ on Social:

YouTube: https://www.youtube.com/c/FinancialAdvisorTV

Twitter: https://twitter.com/finadvisortv

TikTok: https://www.tiktok.com/@financialadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

© Financial Advisor TV, LLC. All Rights Reserved

Jul 25, 2022

Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology.

This show is sponsored by SHIFT: https://humanfirst.live

Books Mentioned:

CFP Board's Book on The Psychology of Financial Planning: https://www.cfp.net/news/2022/04/cfp-board-releases-six-part-book-on-psychology-of-financial-planning

Daniel Crosby: The Behavioral Investor

David Portnoy: The Geometry of Wealth

Follow Dr. Cherry

Twitter: https://twitter.com/DrPrestonCherry

YouTube: https://www.youtube.com/channel/UCe7Ugqr6zgJMEfPXQ5_L-kQ

Website: https://www.concurrentfp.com

Follow Financial Advisor TV™ on Social:

YouTube: https://www.youtube.com/c/FinancialAdvisorTV

Twitter: https://twitter.com/finadvisortv

TikTok: https://www.tiktok.com/@financialadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

© Financial Advisor TV, LLC. All Rights Reserved

Jun 28, 2022

Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.

Jun 23, 2022

If there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto space today.

May 27, 2022

The Resilient Advisor Show has been my baby for half a decade. It has helped me build trust and an audience of serious financial advisors who are looking for the strategies that the most successful advisors are using today. I need to apologize to my audience as I have let the focus and quality slip as we have built out our different sub-series and launched Financial Advisor TV. In this short podcast I lay out what the revamp Resilient Advisor will look like and why I hope you find it to be one of your must-listen industry shows going forward.

Follow Financial Advisor TV™ on Social:

Twitter: https://twitter.com/finadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter

Facebook: https://www.facebook.com/resilientadvisor

LinkedIn: https://www.linkedin.com/in/sjaycoulter

Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

Feb 7, 2022

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the January 2022 Blockchain Report.

Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com

Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com

Learn more about the BLOK ETF: https://www.BLOKETF.com

Follow Dan Weiskopf on Social:

Twitter: https://twitter.com/ETFProfessor

LinkedIn: https://www.linkedin.com/in/dan-weiskopf-45886111/

Follow Financial Advisor TV™ on Social:

Twitter: https://twitter.com/finadvisortv

Facebook: https://www.facebook.com/financialadvisortv

LinkedIn: https://www.linkedin.com/company/financialadvisortv

Instagram: https://www.instagram.com/financialadvisortv

Learn more about Financial Advisor TV™: http://www.financialadvisor.tv

Follow Resilient Advisor™ On Social:

Twitter: https://twitter.com/sjaycoulter

Facebook: https://www.facebook.com/resilientadvisor

LinkedIn: https://www.linkedin.com/in/sjaycoulter

Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

1 2 3 4 5 6 7 Next » 9