Behavioral Finance

Financial Psychology Conversations with Dr. Preston Cherry (EP232)

Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology.

How I Serve with Ross Marino (EP176)

Ross Marino has endured a lot of obstacles in his life to reach where he is today. He shares his journey and new book "Shaping Change".

Shaping Wealth and Funded Contentment with Brian Portnoy (EP 166)

Financial Wellness expert Brian Portnoy of Shaping Wealth comes on to discuss his 'Funded Contentment' framework.

Rethinking Diversification: What, How & When with Corey Hoffstein (EP122)

In this interview Corey Hoffstein lays out his 'What-How-Why' framework for rethinking risk management.

The Dark Side Of Behavioral Finance With Susan Bradley

On this episode of The Resilient Advisor Podcast, Jay Coulter interviews Susan Bradley who shares her thoughts on the 'Dark Side' of

Reinvent Your Practice With Rule-Based Behavioral Investing With Dr. Daniel Crosby

Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. Jay Coulter interviews him about his new book, The

Improving Investor Decisions With Behavioral Science With Riskalyze CEO Aaron Klein

On this episode Aaron Klein and I discuss the application of behavioral science in our industry. Aaron is the CEO of industry leading fintec

Quantifying Your Work Instincts With The Kolbe A Assessment

How to use the Kolbe A Assessment in an advisory practice.

Rewiring Clients For Retirement With Professor Jamie Hopkins

Professor Jamie Hopkins and Jay Coulter discuss retirement income planning, the RICP® designation and his new book.

Dr. Pfau On Managing Sequence Of Returns Risk In Retirement Planning

On this episode of The Resilient Advisor Podcast, Dr. Wade Pfau and Jay Coulter discuss managing sequence of returns risk in retirement plan

How Financial Advisors Can Leverage DiSC To Grow Their Business With Nicole Jansen

The DiSC assessment is a powerful tool for both enhancing your sales skills and building your team. Nicole Jansen comes on the podcast to sh