Resilient Advisor
Jay Coulter
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.
Episodes
Mentioned books
Dec 12, 2019 • 13min
How To Build A Niche With Jay Hummel (Advisor Growth Series)
Building a 'niche' can be one of the most daunting tasks an advisors faces. The reality is that most make the process more difficult than it needs to be. Jay Hummel of the Wealth Advisor Growth Network shares his strategy for building a profitable niche on this episode of the Advisor Growth Series.
Dec 4, 2019 • 51min
Why Fixed Index Annuities Need Consideration With Brad Johnson
Fixed Index Annuities are controversial. In this in-depth episode, Brad Johnson and Jay Coulter discuss the prudent applications for FIAs that every advisor should consider where appropriate. If you have a built-in bias against FIAs, this episode could help you look at the tool through a new lens.
Nov 23, 2019 • 11min
How Schwab's Moves Could Impact Your Business (Advisor Growth Series)
Schwab's potential acquisition of TD Ameritrade could have an impact on your business and your clients. Jay Hummel and I discuss the implications of this major industry transaction on this installment of The Advisor Growth Series.
Nov 20, 2019 • 14min
Preparing For The Death Of The 60/40 Portfolio With Clint Sorenson (Forecast Free Series)
Most advisors know that the current 60/40 model could create performance challenges for clients going forward. The real challenge is determining what to do about it. Clint Sorenson and Jay Coulter tackle this issue and what Copper, TLT and the Home Builders may be telling us right now.
Nov 7, 2019 • 18min
Embracing 'Radical Relevance' To Drive Business Growth with Bill Cates
Bill Cates comes on this episode of The Resilient Advisor Podcast to discuss his new book and some of the strategies that he has found drive business growth. Bill Cates has been an entrepreneur for almost 40 years. He has started, built, and sold two successful book publishing companies. After the sale of his second publishing company, Bill devoted the last 25 years to the art and science of relationship marketing. He has three books on the topic of referrals: Get More Referrals Now, Don’t Keep Me a Secret, and Beyond Referrals. As the founder of The Cates Academy for Relationship Marketing – Bill has become widely recognized as an international expert in his ability to help businesses create exponential growth through purposeful word of mouth, strategic networking, referrals, and personal introductions. Bill has now turned his attention to helping businesses and professionals develop and communicate more relevant and compelling value propositions to win more ideal clients or customers. His newest book is Radical Relevance – Sharpen Your Marketing Message, Cut Through the Noise, Win More Ideal Clients
Nov 6, 2019 • 8min
The Scary Question: 'Why Do You Work With Us? with Jay Hummel (Advisor Growth Series)
Do you know why your clients do business with you? Jay Hummel calls this 'The Scary Question' and on this episode of The Resilient Advisor Podcast, Jay Coulter asks him about this and why he does not like service calendars.
Oct 22, 2019 • 9min
How To Become A Financial Planning Centered Advisor (Advisor Growth Series)
Jay Coulter and Jay Hummel discuss how to move financial planning to the center of your practice on this episode of The Resilient Advisor.
Oct 18, 2019 • 7min
BREXIT and Portfolio Allocations To Europe, China & Emerging Markets (Forecast Free Series 10-18-19)
Jay Coulter and Clint Sorenson discuss BREXIT and portfolio allocations to Europe, China & Emerging Markets on this episode of the Forecast Free Series. (10-18-19)
Oct 16, 2019 • 9min
When To Outsource As An Advisor With Jay Hummel (Advisor Growth Series 10-9-19)
On this episode, Jay Hummel of the Wealth Advisor Growth Network and I discuss the pros and cons of outsourcing in our industry.
Oct 9, 2019 • 11min
The Difference Between Growth And Stagnation With Jay Hummel (Advisor Growth Series 10-9-19)
Jay Hummel of the Wealth Advisor Growth Network comes on The Resilient Advisor Podcast for a new featured series called the 'Advisor Growth Series.' Our plan is to bring viewers and listeners short actionable episodes to help advisors grow their business. This episode features a discussion on the difference between growth and stagnation in the industry.
