Resilient Advisor Podcast

🎙️ 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.

Join Parker Ence, co-founder of Jump.AI and innovator in applying generative AI for financial advisors, as he discusses AI's transformative role in enhancing client relationships. He highlights how over 16,000 advisors leverage AI to improve deliverables and streamline administrative tasks. Parker shares insights on engaging younger clients, the importance of balancing AI with human connection, and dispels myths surrounding compliance. Discover how AI can be a powerful ally for advisors aiming to thrive in a digital-first world.

Manish Khatta, CEO of Potomac, is renowned for his quant-driven approach to tactical risk management and transparent marketing. In this engaging discussion, he tackles the challenges of today's market, explaining why the traditional 60/40 strategy may be outdated. He shares insights on implementing tactical investment strategies and offers actionable advice for advisors looking to enhance their marketing efforts. From a 'content bazooka' approach during the pandemic to tips for personal branding, this conversation is a treasure trove of practical wisdom.

In today's competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborative book "Beyond the Broker: Navigating Financial Independence in Wealth Management." Whether you're a solo advisor or leading a multi-billion-dollar RIA, this conversation delivers practical strategies for building a culture that endures. Grab the book: Beyond the Broker on Amazon - Link Learn about the Resilient Advisor Network - Link About Roklyn Consulting Roklyn is a Fractional Talent Acquisition Partner for California-based wealth management firms. They help advisory firms grow by sourcing and placing Financial Advisors, Planners, and Support Staff aligned with your culture and vision. They also provide confidential transition and succession planning support for advisors looking to make a move or exit the business. Follow Jay Coulter: YouTube: https://www.youtube.com/c/sjaycoulter Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter Website: https://www.jaycoulter.com Learn more about Resilient Advisor: http://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved #resilientadvisor #resilientlife #financialadvisor #financialadvisorpodcast

What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That's not a fantasy. It's what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionable strategies from his groundbreaking new white paper: "AI for the Financial Professional." Duncan breaks down how advisors can leverage AI to: Systematize client experiences Create proprietary intellectual property Enhance CRM usage Boost productivity and free up time Maximize enterprise value and build a practice that lasts This conversation isn't about theory — it's a tactical, step-by-step roadmap for forward-thinking financial professionals. 📥 Download the White Paper: ParetoSystems.com Timestamps: 00:00 – Why AI is the next frontier for advisors 01:08 – Meet Duncan MacPherson & the new white paper 03:02 – Why AI adoption is no longer optional 05:11 – Liberating your time with the "hourglass vs shopping cart" analogy 07:42 – Staying current: AI resources advisors should follow 10:30 – How AI helped during a personal crisis 14:12 – How AI is reshaping high-stakes client meetings 16:10 – Prepping for high-net-worth prospects using prompts 17:34 – AI as a productivity tool, not a threat 20:05 – Role–Goal–Soul: A framework for better AI prompts 24:10 – How to create scalable, referable client experiences 26:12 – Content marketing in the age of AI 30:28 – CRM, AI, and emotional intelligence 35:40 – How to overcome resistance to AI in your practice 38:55 – Long-term business impact: Building enterprise value with AI 40:34 – Finding the balance between AI and EI (emotional intelligence) 🎙️ Guest Bio: Duncan MacPherson is the CEO of Pareto Systems and co-author of The Blue Square Method and The Advisor Playbook. He is one of the most respected voices in practice management, helping top advisors build scalable, referable, and franchise-ready businesses. Connect with Duncan: 🔗 ParetoSystems.com 🔗 Follow Duncan on LinkedIn: linkedin.com/in/duncanmhttps://www.linkedin.com/in/duncanmacpherson/ Connect with Jay: 🌐 ResilientAdvisor.com 🎥 YouTube: @sjaycoulter 📩 Subscribe for updates, tools, and resources.

Matt Halloran, Co-founder of ProudMouth and author of "Shut the F Up and Listen," shares invaluable insights on generating referrals for financial advisors. He emphasizes the importance of consistent, personalized content and introduces practical strategies like emotional storytelling and leveraging social media. Matt addresses the challenges of imposter syndrome and discusses the significance of authenticity in client communication. He also reveals his innovative PodRocket Influence Academy aimed at enhancing marketing skills in the advisory space.