Jay Coulter, CFP®, CIMA®Feb 10Optimize Your Practice with Checklists & Flowcharts with Michael Lecours of fpPathfinder (EP241)
Jay Coulter, CFP®, CIMA®Jan 31How Can Financial Advisors Better Communicate with Clients? with Connor Kitko (EP240)
Jay Coulter, CFP®, CIMA®Dec 2, 2022How To Launch Your Own ETF with Wes Gray of Alpha Architect (EP239)
Jay Coulter, CFP®, CIMA®Jul 25, 2022Financial Psychology Conversations with Dr. Preston Cherry (EP232)
Jay Coulter, CFP®, CIMA®Jun 28, 2022Leveraging Voice To Engage Clients and Build Trust with Emily Binder (EP231)
