Resilient Advisor

An advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life.  Shawn has written a new book called The Advisor Transformation and in this episode we are going to learn his approach to creating an impactful vision for your business, optimizing operations and building a culture that sets you up for success Shawn Sparks is the Co-Founder of Triad Partners.  Grab a FREE copy of the audio book and mention Jay Coulter sent you: https://theadvisortransformation.com/friend Grab a hard copy of the book here: https://a.co/d/fuHThBW Follow FinancialAdvisor.TV™ on Social:  YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv © Resilient Advisor, LLC. All Rights Reserved 

Have you ever met someone who was very successful, but you know that they had not reached their potential? This Saturday Note may provide an interesting way to think about these high performers and their potential. 

In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing, client engagement, and client retention. Kristin also introduces the Advisor Academy, a program that helps financial advisors develop their business strategies. The key takeaway is to know your target market, find your unique value proposition, and engage and retain your clients through strategic and personalized approaches. Learn about The Academy For Financial Advisors: http://www.Academyforfinancialadvisors.com

On this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.

Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a robust launching platform for serious financial planners eager to grow their businesses and charts the growth and trends they're observing within their network. Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV  Twitter: https://twitter.com/finadvisortv  Facebook: https://www.facebook.com/financialadvisortv  LinkedIn: https://www.linkedin.com/company/financialadvisortv  Instagram: https://www.instagram.com/financialadvisortv  Learn more about Financial Advisor TV™: http://www.financialadvisor.tv  © Resilient Advisor. All Rights Reserved

A cancer diagnosis is life changing. Today Jay is blessed to be cancer free, but the journey of navigating surgery, scans, biopsy and recovery provided a new lens on life and business. In this episode he shares 5 lessons from his experience and a couple of tips on how he is approaching life today. 5 lessons Jay shares: The 3 most important things are Health, Wealth and Relationships. Remove toxic people and platforms from your life. Now.  Determine if you have a business or a job. It is important.   Pick the right spouse. Happiness in life is directly proportional to your choice in spouse. Period. The ghosts of regret are big nasty monsters. Slay them before you don't have time. 3 Life Tips Have zero tolerance for nonsense and fake people. Goals and specifically big goals are extremely important. Listen to your body. It could be telling you are under duress. Dr Fiyin Sokoya: https://www.wellstar.org/physicians/fiyin-sokoya-md  Follow Financial Advisor TV™ on Social:  YouTube: https://www.youtube.com/c/FinancialAdvisorTV  Twitter: https://twitter.com/finadvisortv  Facebook: https://www.facebook.com/financialadvisortv  LinkedIn: https://www.linkedin.com/company/financialadvisortv  Instagram: https://www.instagram.com/financialadvisortv  Learn more about Financial Advisor TV™: http://www.financialadvisor.tv  Follow Resilient Advisor™ On Social:  Twitter: https://twitter.com/sjaycoulter  Facebook: https://www.facebook.com/resilientadvisor  LinkedIn: https://www.linkedin.com/in/sjaycoulter  Instagram: https://www.instagram.com/sjaycoulter  Learn more about Resilient Advisor™: https://www.resilientadvisor.com  © Resilient Advisor. All Rights Reserved Parotidectomy is the partial or complete removal of the parotid gland, and it may be indicated for a variety of reasons that can include inflammatory conditions, certain infectious processes, congenital malformations, and benign or malignant neoplasms. Lymphoma is a general term for cancers that start in the lymph system (the tissues and organs that produce, store, and carry white blood cells that fight infections). The two main kinds of lymphoma are— Hodgkin lymphoma, which spreads in an orderly manner from one group of lymph nodes to another.

In this episode, Michael Lecours, a Financial Advisor and Co-founder of fpPathfinder, discusses the benefits of using flowcharts and checklists for financial planning. He highlights how these tools provide consistent advice, improve marketing and client engagement, and systematize client communication. The podcast explores the evolution of advisory practices, the process of formalizing checklists and flowcharts, and various use cases for optimizing practices and modular planning.

How can Financial Advisors better communicate with clients? The team at YCharts recently conducted a survey that yielded some very interesting results. Connor Kitko joins Jay Coulter for this episode of Resilient Advisor to share their findings. Download a copy of the report by visiting go.ycharts.com/clientcomms. Sponsored by The Independence Incubator and Resilient Advisor Coaching Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv © Resilient Advisor, LLC. All Rights Reserved

How do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these questions. If you have ever considered launch an ETF, this is the show for you! SHOW SPONSOR: The Independence Incubator from Resilient Advisor. Discrete and proven guidance to finding independence. Learn more: https://www.independenceincubator.com Connect with Wes Gray and Alpha Architect: Website: https://alphaarchitect.com Twitter: https://twitter.com/alphaarchitect YouTube: https://www.youtube.com/channel/UCAAsCF_TbSpAjNBplgkPAfw/featured About Wes Gray: After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children.    Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv TikTok: https://www.tiktok.com/@financialadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Produced by Resilient Digital Media © Financial Advisor TV, LLC. All Rights Reserved

Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching. SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com ++ Grab a copy of Jamie's new book here: https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846 About Jamie Hopkins: Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today. He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys. Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv TikTok: https://www.tiktok.com/@financialadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Produced by Resilient Digital Media © Financial Advisor TV, LLC. All Rights Reserved