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The Conversations Advisors Aren’t Having—And Why They Matter More Than Ever
Advisors can deepen planning relationships by guiding couples through the real human dynamics of money. Lessons from my interview with Douglas and Heather Boneparth.
Jay Coulter, CFP®, CIMA®
9 hours ago


YouTube for Advisors: Dave Zoller’s Blueprint for Authentic Growth
The Streamline Financial founder explains why service, consistency, and simplicity are the real growth drivers.
Jay Coulter, CFP®, CIMA®
Nov 14


The Marketing Minimalist: How Kendra Wright Is Changing the Game for Advisors
Kendra Wright shares why advisors must stop doing more marketing—and instead focus on the one channel that fits their natural strengths.


What Does It Really Mean to Be Resilient? Lessons from Tina Powell
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, CFP®, CIMA®
Oct 31


Stop Guessing, Start Growing: How AI Can Drive Focus and Scale
Jay Coulter shares lessons on building the Enterprise RIA — blending freedom, tech, and operational excellence to empower the next generation of advisors.
Jay Coulter, CFP®, CIMA®
Oct 24


Building the Enterprise RIA: What Advisors Can Learn from Titleist Asset Management’s Model
Jay Coulter shares lessons on building the Enterprise RIA — blending freedom, tech, and operational excellence to empower the next generation of advisors.
Jay Coulter, CFP®, CIMA®
Oct 20


The Billion-Dollar RIA Mindset: Jason Wenk on Focus, AI, and Building the Future
Jason Wenk shares how focus, AI, and efficiency can help advisors build billion-dollar RIAs faster than ever before.
Jay Coulter, CFP®, CIMA®
Oct 14


How AI is Transforming Financial Advisors and Driving Better Client Outcomes
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.
Jay Coulter, CFP®, CIMA®
Sep 22


Act Like Everyone Knows Everything
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.
Jay Coulter, CFP®, CIMA®
Sep 19


Market Risk and Marketing with Manish Khatta
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.
Jay Coulter, CFP®, CIMA®
Sep 15


Network Like Ben Franklin
Build your network. Maintain your network...and use it to open doors—for yourself and others.
Jay Coulter, CFP®, CIMA®
Sep 13


Be A Bridge Builder
That is how large suspension bridges and impactful investment firms...are built to last.
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