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.

Build your network. Maintain your network...and use it to open doors—for yourself and others.

That is how large suspension bridges and impactful investment firms...are built to last.

Anger and stress always flow downhill unless someone chooses to stop the chain.

The lesson is simple: clarity creates results. Whether it’s business, health, or relationships—when you know exactly what you want, everything changes.

In January 1919, Boston’s North End was shaken by an unimaginable disaster.

The bookends of life.

“Am I just getting mad at an empty boat?”

No matter how much you’ve marketed yourself…how much time, money, energy, or success you’ve had…it doesn’t last forever.