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How Financial Advisors Can Increase Referrals with Matt Halloran
In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective...
Jay Coulter, CFP®, CIMA®
2 minutes ago


Revisiting Dual Momentum Investing with Gary Antonacci
With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy.Â


How To Discuss The Markets With Worried Clients
Use this framework for calming clients worried about market volatility.


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.
Jay Coulter, CFP®, CIMA®
Nov 16, 2024


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®
Nov 1, 2024

Failure, Sales & Money Market Risk
A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk.
Jay Coulter, CFP®, CIMA®
Apr 11, 2024


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.
Jay Coulter, CFP®, CIMA®
Mar 20, 2024


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®
Mar 14, 2024


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.
Jay Coulter, CFP®, CIMA®
Apr 3, 2023


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.
Jay Coulter, CFP®, CIMA®
Feb 10, 2023


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.
Jay Coulter, CFP®, CIMA®
Jan 31, 2023


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...
Jay Coulter, CFP®, CIMA®
Dec 2, 2022


Find Your Freedom with Jamie Hopkins (EP238)
Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter.
Jay Coulter, CFP®, CIMA®
Nov 22, 2022


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...
Jay Coulter, CFP®, CIMA®
Oct 24, 2022


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 18, 2022


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 +...
Jay Coulter, CFP®, CIMA®
Oct 10, 2022


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
Jay Coulter, CFP®, CIMA®
Aug 17, 2022


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.
Jay Coulter, CFP®, CIMA®
Aug 8, 2022


Financial Psychology Conversations with Dr. Preston Cherry (EP232)
Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology.
Jay Coulter, CFP®, CIMA®
Jul 25, 2022


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...
Jay Coulter, CFP®, CIMA®
Jun 28, 2022
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