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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors 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.
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Now displaying: Page 1
Mar 30, 2021

Justin Castelli has built an RIA, multiple brands and a business serving Financial Advisors. In this interview, Justin shares the good, the bad and the ugly of his journey. We get into the details of his tech stack as well as his pricing model for clients. Along with his partner Taylor Shulte, he launched The Advisor Growth Community where they serve over 140 advisors from around the world. We also go deep on the subscription model for serving clients.

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