Resilient Advisor Podcast

What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/

This is the best framework for handling life's challenges I have ever come across. It is a mental model for grit and perseverance. Since we are in March Madness season, It is fitting that it came from Kara Lawson, the Duke Women's Basketball Head Coach. It is March Madness for those fans who get excited this time of year. How's your bracket doing? Mine's already toast the first weekend. The reason this time of year is so exciting for college basketball fans is the storylines and upsets. Lots of exciting upsets happen every year where the underdog miraculously beats the one, two, or three seed. The media focuses on these great stories and the proverbial Cinderella's. But what about the high -seeded losers of those games. Well, they get the chance to learn from these losses and these lessons transcend the court. Sports can be one of life's best educators. It's not just the winning, the hard work and the commitment that is needed. It's the losing and dealing with the adversity that comes with it. ESPN ran a story on Duke women's basketball coach, Kara Lawson, that caught my attention. Coach Lawson gave an impromptu speech to her team that luckily, someone recorded it. It's a 3 minute master class on mental resilience. Take a listen to this short clip. We all wait in life for things to get easier. Think in your own life if you waited for something to get easier. I just gotta get through this and then it'll be easy. I just gotta get through preseason and then it'll be OK. I've just gotta get through my junior year high school and then the classes are going to get easier. I've just gotta get to my spring and my senior year college is going to be easier. It's what we do. We wait for stuff to get easier. It will never get easier. What happens is you handle hard better. That's what happens. Most people think that it's going to get easier. Life is going to get easier. Basketball is going to get easier. School is going to get easier. It never gets easier. What happens is you become someone that handles hard stuff better. So that's a mental shift that has to occur in each of your brains. It has to. Because if you go around waiting for stuff to get easier in life, it's never gonna happen. Coach Larson's message of you become someone that handles hard stuff better is key. It's a mental shift. Don't wait for stuff to get easier. Losing is part of business, sports, and life. The key is how you handle it. Handle hard better. I hope you enjoyed this Saturday Note.

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