ABOUT THIS PODCAST 🔗
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.
Hosts:
Update frequency:
biweekly
Average audio length:
24 minutes
Guest interviews
English
United States
278 episodes
since Jan. 18, 2017
episodic
IN THIS PODCAST 🔗
AUDIENCE OF THIS PODCAST 🔗
~85.66% of listeners are from United States.
🇺🇸
US
85.66%
🇸🇬
SG
6.00%
🇵🇭
PH
3.66%
🇨🇦
CA
1.66%
🇦🇺
AU
1.33%
🇨🇱
CL
0.33%
🇮🇳
IN
0.33%
🇷🇴
RO
0.33%
🇬🇧
GB
0.33%
🇦🇪
AE
0.33%
Others
0.04%
* Data source: directly measured on Listen Notes. real-time
LATEST EPISODE 🔗
Every advisor eventually faces the question: stay put, make a move, or build something of your own. Most wait until an acquisition, pay cut, or custodian change forces the decision for them. In this episode, host Jay Coulter sits down with Shelby Nicholl — founder of Muriel Consulting and host of A…
SEARCH PAST EPISODES
Search past episodes of Resilient Advisor Podcast.
PREVIOUS EPISODES 🔗
Every advisor knows what a financial plan costs — not in dollars, but in hours. Data gathering, drafting, review: most of a workweek before you ever sit down with the client.
On August 31, Altruist shipped a tool that claims to compress that first stretch into minutes. It's called the Hazel financ…
Every advisor knows what a financial plan costs — not in dollars, but in hours. Data gathering, drafting, review: most of a workweek before you ever sit down with the client.
On August 31, Altruist shipped a tool that claims to compress that first stretch into minutes. It's called the Hazel financ…
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 culture and hands‑on operational support determine who thrives post-transition. …
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 practical steps for designing internships, teaching EQ and sales skills, using …
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 value proposition, scarcity, and strategies for advisors looking to incorporate i…
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 designed to empower advisors to make a meaningful impact on business owners through da…
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 discovery, improve communication, and strengthen long-term planning outcomes. Wh…
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
Tools that make high-quality video simple
Turning clients int…
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 trust into clients.
What You'll Learn:
The least amount of marketing you n…
Disclaimer: The podcast and artwork embedded on this page are from Jay Coulter, CFP®, CIMA®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
PODCAST SEARCH ENGINE
You can use our website to search 3,825,432 podcasts and 195,910,302 episodes by people, places, or topics.
An investment in knowledge pays the best interest, so I listen to podcasts.
‐ Benjamin "Llamacorn" Franklin
SEARCH PAST EPISODES
Search past episodes of Resilient Advisor Podcast.
CLAIM THIS PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post classified ads for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
podcaster interview...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
our official X (formerly Twitter) account will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
EDIT
Thank you for helping to keep the podcast database up to date.
