Resilient Advisor Podcast

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 it into their practices. Learn About: The service model of Bitcoin and its implications for advisors The significance of long-term holding periods for Bitcoin Optimal rebalancing strategies to manage portfolio volatility How technology enhances advisor independence and operational excellence Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. Discover more here.

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 data, benchmarking, and strategic planning tools. Together, we explore how RISR helps advisors enhance discovery, navigate business complexities, and engage in planning conversations that resonate with entrepreneurs. Whether you already serve business owners or aspire to, this discussion provides a clear roadmap for success. RISR is gaining traction in the industry, with recent coverage highlighting how their innovative framework is transforming advisor impact and fostering business-owner wealth creation. What You'll Learn: How to position your firm as the go-to advisor for business owners Why traditional financial planning often falls short for entrepreneurs The key elements of RISR's business-owner diagnostic framework Strategies for advisors to differentiate themselves with deeper operational and planning insights The future of advisor impact in the business-owner niche Actionable steps to grow your business-owner segment now About RISR: RISR is a game-changing platform that enhances the value advisors provide to business-owner clients. With benchmarking tools, operational insights, and structured assessments, RISR equips advisors to facilitate the planning conversations entrepreneurs truly care about. Learn more at RISR.com. Sponsored by the Titleist Advisor Network: Discover how Titleist can help you become a high-growth independent business owner while building equity in your business. Visit jointitleist.com. #RISR #BusinessOwners #AdvisorGrowth #WealthManagement #RIA #FinancialAdvisors #YourBusinessYourWay

Douglas and Heather Boneparth, co-authors of Money Together and leaders at Bonafide Wealth, dive into the complex financial dynamics couples face. They reveal how emotional and cultural factors influence financial decisions and share practical strategies for engaging disengaged partners. Discussing topics like neurodivergent money behaviors and navigating family expectations, they offer vital questions that advisors can use to facilitate deeper conversations. Their insights aim to foster healthier financial relationships among couples.

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 into lifelong fans Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

Kendra Wright, founder of Rebel Media Agency and co-host of Advisor Marketing Made Simple, emphasizes the power of marketing minimalism for advisors aiming to grow sustainably. She discusses how to select one primary marketing channel that aligns with personal strengths and build effective funnels. Kendra highlights common pitfalls in marketing strategies and advises focusing on clarity and simplicity. Her insights on using AI to enhance original content and the importance of realistic timelines for marketing momentum make for a compelling listen!

🎙️ 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 survivor. Together, they explore the true meaning of resilience when life challenges you beyond the realm of business and personal strength. Tina shares her deeply personal journey of battling cancer while mentoring others and staying committed to her mission of empowering voices in the financial industry. Discover how she navigated this tough period and what it means to persevere when you feel like giving up. In this episode, you'll learn about: Building resilience when life knocks you down How facing mortality can reshape your mission and priorities The intersection of leadership, vulnerability, and legacy Leading through crisis and finding purpose in pain If you've ever faced a challenging season that tested your beliefs about yourself, this conversation will inspire you to recognize the strength within you. 🌟 Sponsor: Titleist Asset Management - Empowering advisors to become high-growth independent business owners. Build equity in your business for your future. Learn more. Don't forget to subscribe and leave a review! #YourBusinessYourWay #Resilience #Podcast #Inspiration

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 overestimate organic growth How AI helps identify high-propensity prospects The importance of niche and focus in scaling Ways to humanize automated outreach How Finny empowers advisors to grow efficiently Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

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: The Enterprise RIA model — and how it differs from traditional aggregators How AI and human service combine inside the TAM360 Platform The cultural principles guiding Titleist's growth 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

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 we need to break down! Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and AI can help financial advisors scale faster than ever before. In this episode, you'll also learn: How Altruist achieved 300% growth with fewer employees through AI The next evolution of AI in wealth management (beyond simple task lists) How a Client Relationship Assistant provides advisor scale The Hazel opportunity for advisors Why focus is the ultimate success formula for advisors Why custodians are the ultimate system of record for RIAs Why Direct Indexing is important and where it fits in your practice Learn More: Jason Wenk on LinkedIn: https://www.linkedin.com/in/jasonwenk Explore Altruist: https://altruist.com Learn about Hazel: https://hazel.ai Sponsored by The Titleist Advisor Network. Learn how Titleist can help you become a high-growth independent business owner. Private Equity free since 2003. https://na2.hubs.ly/y0_81V0 #YourBusinessYourWay The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC ("TAM") is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM's disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions. Visit tamgmt.com to learn more.

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. Topics of discussion include debunking client myths about Bitcoin (it's not just a "bubble"!), turning market volatility into trust-building opportunities, evaluating new crypto ETFs and custody tools like Fidelity's air-gapped wallet, streamlining operations with blockchain for trusts and rollovers and more. Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0 #YourBusinessYourWay #resilientadvisor The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC ("TAM") is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM's disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions. Visit tamgmt.com to learn more.