Key Insights on Business Owner Engagement, Valuation Strategies, and Risk Management

Advisors can deepen planning relationships by guiding couples through the real human dynamics of money. Lessons from my interview with Douglas and Heather Boneparth.

The Streamline Financial founder explains why service, consistency, and simplicity are the real growth drivers.

Kendra Wright shares why advisors must stop doing more marketing—and instead focus on the one channel that fits their natural strengths.

Discover what true resilience means with Tina Powell — Partner at Intention.ly, thought leader, and cancer survivor — as she joins Jay Coulter on The Resilient Advisor Podcast to share her story of strength, leadership, and purpose.

Jay Coulter shares lessons on building the Enterprise RIA — blending freedom, tech, and operational excellence to empower the next generation of advisors.

Jay Coulter shares lessons on building the Enterprise RIA — blending freedom, tech, and operational excellence to empower the next generation of advisors.

Jason Wenk shares how focus, AI, and efficiency can help advisors build billion-dollar RIAs faster than ever before.

Artificial Intelligence is transforming financial advice. In this Resilient Advisor Podcast episode, Jay Coulter and Parker Ence of Jump.AI reveal how advisors can use generative AI to improve client outcomes, boost efficiency, and prepare for the $85 trillion wealth transfer. Learn why digital-first advisors will dominate the future and how AI can strengthen client relationships.

The truth is like water...it always finds a crack to seep through. When leaders try to hide, they only make the fallout worse. But when you act with transparency and integrity, you remove the power of exposure.

On this episode of the Resilient Advisor Podcast, Jay Coulter interviews Manish Khatta, CEO of Potomac Funds, on how advisors can rethink the 60/40 portfolio, manage risk with a “Moneyball” barbell strategy, and embrace authentic marketing that cuts through industry noise. Learn how Potomac’s Composite System drives data-based investing and why bold, transparent content is the key to advisor growth.