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.
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Jay Coulter, CFP®, CIMA®
- Apr 29, 2022
Asset-Map
An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout empowering robust advice delivery.
Jay Coulter, CFP®, CIMA®
- Apr 29, 2022
Snappy Kraken
Snappy Kraken is a complete digital marketing system for financial advisors who care about meaningful connections.
Jay Coulter, CFP®, CIMA®
- Mar 4, 2022
ETF Stories: EMFQ - The Emerging Markets FinTech ETF (EP223)
Jane Edmondson of EQM Indexes comes on ETF Stories to discuss EMFQ, The Emerging Markets FinTech ETF.
Jay Coulter, CFP®, CIMA®
- Nov 15, 2021
The Cost of Underestimating Technological Disruption With David Barse of XOUT Capital (EP209)
David Barse comes on Resilient Advisor with Jay Coulter to share from a recent paper on 'The Cost of Underestimating Technological Disruptio
Jay Coulter, CFP®, CIMA®
- Sep 28, 2021
FinTech Series: Adam Holt of Asset-Map (EP202)
Adam Holt comes on The Resilient Advisor Show with Jay Coulter to discuss how financial advisors can leverage technology to deliver results.
Jay Coulter, CFP®, CIMA®
- Jun 7, 2021
Fearless Investing & Fintech Adoption with Aaron Klein (EP182)
Aaron Klein is the Co-Founder and CEO of Riskalyze and one of the strongest advisor advocates in the industry.
Jay Coulter, CFP®, CIMA®
- Dec 7, 2020
How To Execute Successful Webinar Campaigns With Samantha Russell (EP140)
Samantha Russell of Twenty Over Ten & Lead Pilot joins Jay Coulter to discuss how to build an actionable plan to get results using webinars.
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®
- Dec 27, 2018
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
Jay Coulter, CFP®
- Nov 29, 2018
The Future Of Fintech And Digital Advice With Michael Kerins
The digital advice space is changing rapidly and if you are not paying attention you are going to be left behind. Jay Coulter and Mike Kerin
Jay Coulter, CFP®
- Jul 10, 2018
Cryptocurrency, Tokenization And The Blockchain with Dan Raykhman
Dan Raykhman is the CEO of Fungible Network. On this episode Jay Coulter and Dan discuss what advisors and investors need to know about toke
Jay Coulter, CFP®
- Jan 17, 2018
How Financial Advisors Can Leverage Amazon's Alexa For Brand Growth With Bill Winterberg
On this episode of The Resilient Advisor Podcast, Bill Winterberg and Jay Coulter discuss how financial advisors can use the new Amazon Alex
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