Resilient Advisor Show

How To Listen When Markets Speak with Larry McDonald

Nov 16

How To Listen When Markets Speak with Larry McDonald

On this episode of Resilient Advisor, Jay Coulter sits down with Larry McDonald, author of How to Speak When Markets Listen.

You Weren't Supposed To See That with Josh Brown

Jay Coulter, CFP®, CIMA®

Nov 1

Resilient Advisor Show

You Weren't Supposed To See That with Josh Brown

Jay Coulter sits down with Ritholtz Wealth CEO and CNBC contributor Josh Brown. They explore key topics from Josh's new book.

Jay Coulter, CFP®, CIMA®

Apr 11

Resilient Advisor Show

Failure, Sales & Money Market Risk

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk.

Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks

Jay Coulter, CFP®, CIMA®

Mar 20

Resilient Advisor Show

Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks

An advisor’s professional endeavors should never compromise their personal life. Success in business should lead to success at home.

Modern Business Development Strategies with Kristin Andree

Jay Coulter, CFP®, CIMA®

Mar 14

Resilient Advisor Show

Modern Business Development Strategies with Kristin Andree

Kristin Andree on uniqueness, target markets, client acquisition strategies, digital marketing and client engagement.

Jay Coulter, CFP®, CIMA®

Apr 3, 2023

Resilient Advisor Show

Lessons From A Cancer Diagnosis

A cancer diagnosis is life-changing. Jay Coulter shares his journey from diagnosis to surgery to recovery in this episode.

Optimize Your Practice with Checklists & Flowcharts with Michael Lecours of fpPathfinder (EP241)

Jay Coulter, CFP®, CIMA®

Feb 10, 2023

Resilient Advisor Show

Optimize Your Practice with Checklists & Flowcharts with Michael Lecours of fpPathfinder (EP241)

In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions.

How Can Financial Advisors Better Communicate with Clients? with Connor Kitko (EP240)

Jay Coulter, CFP®, CIMA®

Jan 31, 2023

Resilient Advisor Show

How Can Financial Advisors Better Communicate with Clients? with Connor Kitko (EP240)

How can Financial Advisors better communicate with clients? YCharts recently conducted a survey that yielded some very interesting results.

How To Launch Your Own ETF with Wes Gray of Alpha Architect (EP239)

Jay Coulter, CFP®, CIMA®

Dec 2, 2022

Resilient Advisor Show

How To Launch Your Own ETF with Wes Gray of Alpha Architect (EP239)

Have you ever considered launching an ETF? It comes with a lot of questions. How do you launch an ETF? What is the process? What are the...

Find Your Freedom with Jamie Hopkins (EP238)

Jay Coulter, CFP®, CIMA®

Nov 22, 2022

Resilient Advisor Show

Find Your Freedom with Jamie Hopkins (EP238)

Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter.

The Most Interesting Advisor in the World (EP237)

Jay Coulter, CFP®, CIMA®

Oct 24, 2022

Resilient Advisor Show

The Most Interesting Advisor in the World (EP237)

Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview on...

The Common Denominator of Success (EP236)

Jay Coulter, CFP®, CIMA®

Oct 18, 2022

Resilient Advisor Show

The Common Denominator of Success (EP236)

“The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he...

Jay Coulter, CFP®, CIMA®

Oct 10, 2022

Resilient Advisor Show

Lessons From A Digital Detox (EP235)

I took a week and did a 'Digital Detox.' Here is what I learned: First, here were my rules: + No Social Media + Email + Financial blogs +...

Delivering Tax Alpha with Todd Mackay of Avantax (EP234)

Jay Coulter, CFP®, CIMA®

Aug 16, 2022

Resilient Advisor Show

Delivering Tax Alpha with Todd Mackay of Avantax (EP234)

How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to

The Future of WealthTech with Dr. Vinay Nair (EP233)

Jay Coulter, CFP®, CIMA®

Aug 7, 2022

Resilient Advisor Show

The Future of WealthTech with Dr. Vinay Nair (EP233)

Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech.

Financial Psychology Conversations with Dr. Preston Cherry (EP232)

Jay Coulter, CFP®, CIMA®

Jul 24, 2022

Resilient Advisor Show

Financial Psychology Conversations with Dr. Preston Cherry (EP232)

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

Leveraging Voice To Engage Clients and Build Trust with Emily Binder (EP231)

Jay Coulter, CFP®, CIMA®

Jun 28, 2022

Resilient Advisor Show

Leveraging Voice To Engage Clients and Build Trust with Emily Binder (EP231)

Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice...