Info

Resilient Advisor

Resilient Advisor is a podcast for Financial Advisors, dedicated to helping listeners build resilience in their business and personal life through stories, strategies and frameworks. Jay Coulter interviews industry leaders to find the best practices of today's top performers. More information can be found at www.resilientadvisor.com. Follow Jay Coulter on Social Media: YouTube: https://www.youtube.com/c/sjaycoulter Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter
RSS Feed Subscribe in Apple Podcasts
Resilient Advisor
2024
November
October
July
June
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: practice management
The Most Interesting Advisor in the World 0
Oct 24, 2022

Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, he share is approach to marketing, planning and living life to the fullest.

SHOW SPONSOR: The Independence Incubator from Resilient Advisor. A customized approach for advisors transitioning to independence.

Learn more: https://www.independenceincubator.com

How To Successfully Run A Virtual Practice with Derek Notman 0
Mar 14, 2022

Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics.

Derek's experience producing the Rethink Podcast with Adam Holt : https://www.asset-map.com/rethinkfinancialadvisorpodcast

Building a virtual practice at Intrepid Wealth Partners: https://www.intrepidwealthpartners.com

How he leverages Asset-Map and Altruist for a robust virtual experience. How advisors can learn about building a virtual practice through Conneqtor: https://www.conneqtor.co

About Derek N.H. Notman, CFP®

I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it! I love helping my clients leverage their money to live their best life today & tomorrow.

As a Virtual Financial Advisor and Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and specialize working with self-minted millionaires who love luxury world travel. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs, yet limit the amount of clients we serve at any given time.

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

© Resilient Advisor. All Rights Reserved

1
©© Resilient Advisor, LLC All Rights Reserved