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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
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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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