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 freedom.
Coulter discusses the firm's evolution from aggregator to enterprise, the role of the TAM360 Platform, and why staying private-equity-free matters for advisors who want to build equity in their own business.
You'll Learn:
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The Enterprise RIA model — and how it differs from traditional aggregators
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How AI and human service combine inside the TAM360 Platform
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The cultural principles guiding Titleist's growth
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How to evaluate firms for true independence and transparency
🎧 Listen and learn how to build a firm that lasts — serving 20,000 families and empowering 100 advisors to own their future.
Learn more: JoinTitleist.com
Resilient Advisor Podcast