Lessons From A Cancer Diagnosis
A cancer diagnosis is life-changing. Jay Coulter shares his journey from diagnosis to surgery to recovery in this episode.
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Jay Coulter, CFP®, CIMA®
- Feb 10
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.
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®
- Dec 2, 2022
How To Launch Your Own ETF with Wes Gray of Alpha Architect (EP239)
Have you ever considered launching an ETF? It comes with a lot of questions. How do you launch an ETF? What is the process? What are the...
Jay Coulter, CFP®, CIMA®
- Nov 22, 2022
Find Your Freedom with Jamie Hopkins (EP238)
Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter.
Jay Coulter, CFP®, CIMA®
- Oct 24, 2022
The Most Interesting Advisor in the World (EP237)
Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview on...
Jay Coulter, CFP®, CIMA®
- Oct 18, 2022
The Common Denominator of Success (EP236)
“The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he...
Jay Coulter, CFP®, CIMA®
- Oct 10, 2022
Lessons From A Digital Detox (EP235)
I took a week and did a 'Digital Detox.' Here is what I learned: First, here were my rules: + No Social Media + Email + Financial blogs +...
Jay Coulter, CFP®, CIMA®
- Aug 16, 2022
Delivering Tax Alpha with Todd Mackay of Avantax (EP234)
How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to
Jay Coulter, CFP®, CIMA®
- Aug 7, 2022
The Future of WealthTech with Dr. Vinay Nair (EP233)
Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech.
Jay Coulter, CFP®, CIMA®
- Jul 24, 2022
Financial Psychology Conversations with Dr. Preston Cherry (EP232)
Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology.
Jay Coulter, CFP®, CIMA®
- Jun 28, 2022
Leveraging Voice To Engage Clients and Build Trust with Emily Binder (EP231)
Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice...
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