Optimize Your Practice with Checklists & Flowcharts with Michael Lecours of fpPathfinder (EP241)
In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions.
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Jay Coulter, CFP®, CIMA®
- Jan 31
How Can Financial Advisors Better Communicate with Clients? with Connor Kitko (EP240)
How can Financial Advisors better communicate with clients? YCharts recently conducted a survey that yielded some very interesting results.
Jay Coulter, CFP®, CIMA®
- 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.
Jay Coulter, CFP®, CIMA®
- Dec 20, 2021
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.
Jay Coulter, CFP®, CIMA®
- Nov 24, 2021
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.
Jay Coulter, CFP®, CIMA®
- Mar 22, 2021
Human Capital and Career Management with Brokerhunter (EP 164)
BROKERHUNTER is a leading employment website serving the Securities, Insurance and Banking sectors.
Jay Coulter, CFP®, CIMA®
- Feb 24, 2021
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.
Jay Coulter, CFP®, CIMA®
- Feb 19, 2021
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.
Jay Coulter, CFP®, CIMA®
- Feb 7, 2021
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.
Jay Coulter, CFP®, CIMA®
- Oct 6, 2020
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.
Jay Coulter, CFP®, CIMA®
- Feb 21, 2020
T3 Advisor Conference Panel On Client Communication
Here is a panel discussion on client communications from this year's T3 Conference sponsored by YCharts.
Jay Coulter, CFP®, CIMA®
- Feb 12, 2020
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.
Jay Coulter, CFP®, CIMA®
- Jan 22, 2020
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.
Jay Coulter, CFP®, CIMA®
- Oct 30, 2019
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.
Jay Coulter, CFP®, CIMA®
- Oct 30, 2019
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...
Jay Coulter, CFP®, CIMA®
- Oct 30, 2019
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...
Jay Coulter, CFP®, CIMA®
- Oct 30, 2019
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...
Jay Coulter, CFP®
- Apr 22, 2019
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
Jay Coulter, CFP®
- Mar 29, 2019
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.
Jay Coulter, CFP®
- Jan 24, 2019
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
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