Hosted by Jay Coulter, CFP®, CIMA® · 🇺🇸 US · EN · 275 episodes
Established thought leaders with verified media credentials.
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.
Jay Coulter, CFP®, CIMA® hosts Resilient Advisor Podcast, a business show with 275 episodes published.
Rich Landi of BridgeMark Strategies joins Jay Coulter to explain the "feel, fit, financials" framework for advisor transitions. Learn why you must require a pro forma, how to validate technology and onboarding, and why c
Nathan Harness (Texas A&M) and Jay Coulter explore why hiring the next generation is the industry's biggest problem and how universities, internships, AI training, and intentional leadership can close the gap. Learn prac
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 va
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 designe
Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen d
Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing. In this episode: The mindset that removes fear from marketing Building a YouTube strategy around consistency
Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, focus on one channel, and build scalable growth systems that convert t
🎙️ What Does It Really Mean to Be Resilient? Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits down with Tina Powell , Partner at Intentionly, industry thought leader, and cancer
Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically. What You'll Learn: Why most firms overest
In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence through operational excellence, AI-enabled innovation, and long-term freed
AI and Advisor Growth with Jason Wenk At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement
Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate digital assets into your practice—without the hype or headaches. Topic
Is AI a threat to financial advisors—or the ultimate "Iron Man suit" for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client re
In this episode, Jay Coulter sits down with Manish Khatta , President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing . Manish is
In today's competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—o
What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That's not a fantasy. It's what elite advisors are doing right now with AI. In t
In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves i
With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry v
How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps
On this episode of Resilient Advisor, I sat down with Larry McDonald, author of How to Speak When Markets Listen, for a powerful conversation on the challenges and opportunities facing investors today. We explore the fut
Matt Hougan
Chief Investment Officer · Bitwise Asset Management
4 appearances on this show
Heather Boneparth
Director of Business and Legal Affairs · Bone Fide Wealth
1 appearance on this show
Douglas Boneparth
Bone Fide Wealth
1 appearance on this show
Tina Powell
Stage 4 Lung Cancer survivor, patient advocate · Universal Womens Network
1 appearance on this show
Eden Ovadia
co-founder and CEO · Finny
1 appearance on this show
Jason Wenk
Founder and CEO, Altruist · Altruist
1 appearance on this show
Tyrone Ross
Founder and CEO · Turnkey401 Financial
2 appearances on this show
Duncan MacPherson
Founder and CEO · Pareto Systems
1 appearance on this show
Matt Halloran
professional therapist turned financial advisor · ProudMouth
3 appearances on this show
Larry McDonald
founder of The Bear Traps Report, author of How to Listen When Markets Speak
1 appearance on this show
Josh Brown
Professor of Psychological and Brain Sciences · Ritholtz Wealth Management
1 appearance on this show
Daniel Crosby
psychologist, behavioural finance expert, New York Times bestselling author · Orion Advisor Solutions
1 appearance on this show
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Resilient Advisor Podcast is hosted by Jay Coulter, CFP®, CIMA®. The show is categorised under business (investing) and has published 275 episodes.
Resilient Advisor Podcast has published 275 episodes.
Resilient Advisor Podcast regularly covers business, investing, entrepreneurship. It sits in the business category, with a investing focus.
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Episodes of Resilient Advisor Podcast average 41 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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