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Where Firms Miss Young Planners: Leadership, Technology, and the Reboot Advisors Need
Jay Coulter and Nathan Harness on hiring young planners: how university programs, internships, AI training, and EQ-driven mentorship create a durable advisor talent pipeline.


Unlocking Bitcoin's Potential: Enhancing Investment Portfolios in the Digital Age
Insights from the Resilient Advisor Podcast with Matt Hogan, CIO of Bitwise, on Bitcoin's Value and Portfolio Strategies
Jay Coulter, CFP®, CIMA®
Dec 5, 2025


Strategies for Engaging Business Owners with Jason Early, CEO of RISR
Key Insights on Business Owner Engagement, Valuation Strategies, and Risk Management
Jay Coulter, CFP®, CIMA®
Nov 28, 2025


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®
Nov 21, 2025


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, 2025


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.
Jay Coulter, CFP®, CIMA®
Nov 7, 2025
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