Practice Management

How To Successfully Run A Virtual Practice with Derek Notman (EP225)

Mar 14, 2022

How To Successfully Run A Virtual Practice with Derek Notman (EP225)

Derek Notman was a virtual advisor before it was cool! As a serial entrepreneur, he runs 3 businesses and a popular podcast for advisors.

Elevating Your Value With Trusts & Wills with Andres Mazabel (EP216)

Jay Coulter, CFP®, CIMA®

Dec 20, 2021

Practice Management

Elevating Your Value With Trusts & Wills with Andres Mazabel (EP216)

Andres Mazabel of Trust & Will ays out the case for advisors to add a deeper level of estate planning to their practice.

Partnering With The Right TAMP with Colin Falls of GeoWealth (EP211)

Jay Coulter, CFP®, CIMA®

Nov 24, 2021

Practice Management

Partnering With The Right TAMP with Colin Falls of GeoWealth (EP211)

Colin Falls, President of GeoWealth, comes on The Resilient Advisor Show to talk about partnering with the right TAMP.

Human Capital and Career Management with Brokerhunter (EP 164)

Jay Coulter, CFP®, CIMA®

Mar 22, 2021

Practice Management

Human Capital and Career Management with Brokerhunter (EP 164)

BROKERHUNTER is a leading employment website serving the Securities, Insurance and Banking sectors.

Tactical Portfolios, OCIO Services and Advisor Growth with Manish Khatta (EP156)

Jay Coulter, CFP®, CIMA®

Feb 24, 2021

Portfolio Mangement

Tactical Portfolios, OCIO Services and Advisor Growth with Manish Khatta (EP156)

Manish Khatta and Jay discuss the value of a TAMP as a partner in building an advisor practice and OCIO services.

How To Add Year-Round Tax Alpha with Kevin Lozer (EP155)

Jay Coulter, CFP®, CIMA®

Feb 19, 2021

Practice Management

How To Add Year-Round Tax Alpha with Kevin Lozer (EP155)

Kevin Lozer's company is committed to helping the advisor community deliver better client outcomes with streamlined tax planning.

How The OKR Framework Can Lead To Rapid Results With Tim Meinhardt (EP152)

Jay Coulter, CFP®, CIMA®

Feb 7, 2021

Practice Management

How The OKR Framework Can Lead To Rapid Results With Tim Meinhardt (EP152)

Tim Meinhardt is an expert on OKRs. Tim and Jay interview each other on the success they have seen with the OKR framework.

Bridging The Generation Gap With Penny Phillips (EP135)

Jay Coulter, CFP®, CIMA®

Oct 6, 2020

Practice Management

Bridging The Generation Gap With Penny Phillips (EP135)

Penny Phillips and Jay Coulter discuss how financial advisors can bridge the generational gap on their teams.

T3 Advisor Conference Panel On Client Communication

Jay Coulter, CFP®, CIMA®

Feb 21, 2020

Practice Management

T3 Advisor Conference Panel On Client Communication

Here is a panel discussion on client communications from this year's T3 Conference sponsored by YCharts.

EP102 Defining The Future of Wealth Management With IWI CEO Sean Walters

Jay Coulter, CFP®, CIMA®

Feb 12, 2020

Practice Management

EP102 Defining The Future of Wealth Management With IWI CEO Sean Walters

Sean Walters, CEO of the Investments & Wealth Institute, came on the podcast to discuss a new industry report they released.

EP 96 - How To Achieve Better Results With Improved Client Communication With YCharts CEO Sean Brown

Jay Coulter, CFP®, CIMA®

Jan 22, 2020

Practice Management

EP 96 - How To Achieve Better Results With Improved Client Communication With YCharts CEO Sean Brown

YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications.

Ep 85 - How To Become A Financial Planning Centered Advisor (Advisor Growth Series)

Jay Coulter, CFP®, CIMA®

Oct 30, 2019

Practice Management

Ep 85 - How To Become A Financial Planning Centered Advisor (Advisor Growth Series)

Jay Coulter and Jay Hummel discuss how to move financial planning to the center of your practice on this episode of The Resilient Advisor.

A Look At The Future Of Financial Advice: The XY Planning Network

Jay Coulter, CFP®, CIMA®

Oct 30, 2019

Practice Management

A Look At The Future Of Financial Advice: The XY Planning Network

This week I attended the XY Planning Network's annual conference in St. Louis called XYPNLive and I think that I have seen the future of...

The Evolution of Model Portfolios With Sean Brown of YCharts

Jay Coulter, CFP®, CIMA®

Oct 30, 2019

Portfolio Mangement

The Evolution of Model Portfolios With Sean Brown of YCharts

The model portfolio marketplace is evolving quickly and Sean Brown, CEO of YCharts, has a front row view of these changes. He came on the...

The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski

Jay Coulter, CFP®, CIMA®

Oct 30, 2019

Practice Management

The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski

In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This leads to some real...

The Blind Spots Of TAMPs Today With Kyle Wiggs

Jay Coulter, CFP®

Apr 22, 2019

Practice Management

The Blind Spots Of TAMPs Today With Kyle Wiggs

Jay Coulter and Kyle Wiggs of eXact Strategies discuss the blind spots and challenges faced by the major TAMPs today on this episode of The

The Collaborative Advisor: Transforming Clients Into Partners With Celeste Blackman

Jay Coulter, CFP®

Mar 29, 2019

Practice Management

The Collaborative Advisor: Transforming Clients Into Partners With Celeste Blackman

On this episode of The Resilient Advisor Podcast, Celeste Blackman joins Jay Coulter to discuss how to drive collaboration with clients.

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

Jay Coulter, CFP®

Jan 24, 2019

Practice Management

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

How The Family Office Model Can Differentiate Your Practice With David Snider

Jay Coulter, CFP®

Jan 15, 2019

Practice Management

How The Family Office Model Can Differentiate Your Practice With David Snider

David Snider of Harness Wealth came on The Resilient Advisor Podcast to discuss how financial advisors can differentiate themselves by integ

How Top Advisors Communicate With Clients In Volatile Markets With Vince Caine

Jay Coulter, CFP®

Dec 26, 2018

Practice Management

How Top Advisors Communicate With Clients In Volatile Markets With Vince Caine

Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility. The Four...