Best Jay Coulter Podcasts (2024)

1
The JEPPP Philosophy: Milan Batinich’s Guide to Professional Fulfillment 1:01:26

2h ago1:01:26

1:01:26

Join us for an enlightening episode of First Contact: Stories of the Call Center, featuring Milan Batinich, a dynamic speaker, coach, and entrepreneur dedicated to helping individuals discover joy, energy, passion, peace, and purpose—what he calls 'JEPPP'—in their careers. Milan brings a wealth of experience from operational and sales roles across …

1
JB O'Banion of Titleist Asset Management on RIA Stories 28:21

12d ago28:21

28:21

This episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors true freedom and independence. They provide advisors access to top-tier clearing and custody, industry-leading technology and access to a team of investment professionals who specialize in securities an…

1
Shannon Spotswood of RFG Advisory on RIA Stories 1:07:15

23d ago1:07:15

1:07:15

Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Downl…

1
Transformative Leadership: Harnessing AI and EQ for Better Customer Interactions: Thomas Paley 59:31

1M ago59:31

59:31

In this episode of "First Contact: Stories of the Call Center," Christian Montes interviews Thomas Paley, Director of Corporate Telecommunications and Contact Center Services at Hilton Grand Vacations. Thomas discusses his leadership philosophy, highlighting the importance of emotional intelligence, team empowerment, and soft skills. He also explor…

1
Animal Farm and Your Career 5:40

1M ago5:40

5:40

George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business? This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/…

1
BPO Excellence: Employee Retention, Engagement, and a People-First Mindset: John Coulter 48:37

2M ago48:37

48:37

In this podcast episode, we sit down with John Coulter, Vice President of Call Center Outsourcing Services at Five Star Call Centers. With over a decade of experience in the industry, John has been a trailblazer in transforming call centers into key drivers of business growth and customer loyalty. He shares his journey from starting on the phones t…

1
Rob Sandrew of Integrated Partners on RIA Stories 1:08:29

2M ago1:08:29

1:08:29

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integra…

1
Ritik Malhotra of Savvy Wealth on RIA Stories 52:14

2M ago52:14

52:14

Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resil…

1
Jason Gordo of Modern Wealth on RIA Stories 42:42

3M ago42:42

42:42

On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting. Learn more about Modern Wealth: https://www.modwm.com Download the RIA Due…

1
Speed of Business, The ROI of Empathy and Innovation in CX: Jay Baer 1:01:08

3M ago1:01:08

1:01:08

Join us for an enlightening discussion with Jay Baer, a pioneer in customer experience and digital marketing, now turned tequila influencer. This episode explores pivotal themes shaping the future of customer service and business strategy. Jay offers a wealth of knowledge and practical advice on accelerating business responsiveness, leveraging empa…

1
The Lieutenant Rowan Mindset 4:04

3M ago4:04

4:04

This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.

1
Pick Up The Phone 1:38

4M ago1:38

1:38

Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.

1
Failure, Sales & Money Market Risk 9:48

4M ago9:48

9:48

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/

1
Lessons From A Legend 6:57

4M ago6:57

6:57

When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/…

1
Assumptions and Donkeys 3:17

4M ago3:17

3:17

What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/By Jay Coulter

1
Handle Hard Better 2:26

4M ago2:26

2:26

This is the best framework for handling life's challenges I have ever come across. It is a mental model for grit and perseverance. Since we are in March Madness season, It is fitting that it came from Kara Lawson, the Duke Women's Basketball Head Coach. It is March Madness for those fans who get excited this time of year. How's your bracket doing? …

1
Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks 56:57

4M ago56:57

56:57

An advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life. Shawn has written a new book called The Advisor Transf…

1
Knowers vs Learners - The Saturday Note 3:38

4M ago3:38

3:38

Have you ever met someone who was very successful, but you know that they had not reached their potential? This Saturday Note may provide an interesting way to think about these high performers and their potential.

1
Modern Business Development Strategies with Kristin Andree 22:13

5M ago22:13

22:13

In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing…

1
Ideas on Change, Service and AI 7:34

5M ago7:34

7:34

On this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.

1
Feeling the Future: Emotion AI & Conversation in Call Centers: Josh Feast 56:21

4M ago56:21

56:21

Tune in as we sit down with Josh Feast, the innovative mind behind Cogito, to discuss the transformative impact of technology on human emotions and connections within the fast-paced world of call centers. Josh shares invaluable insights into the development and application of AI and real-time guidance systems, the essence of effective leadership in…

1
Transforming Contact Centers through Servant Leadership and Innovation: Frank Mona III 52:31

6M ago52:31

52:31

This is episode 1, Season 5 of First Contact Podcast: Stories of the Call Center! We're thrilled to bring you an incredible journey into the heart of customer service, with our special guest, Francis, a visionary leader with over 30 years of groundbreaking experience in the contact center industry. Transforming Contact Centers through Servant Leade…

1
Empathy-Driven Contact Centers: From Complaints to Connections: Dr. Natalie Petouhoff 1:01:48

9M ago1:01:48

1:01:48

Our last episode of Season 4 brings a refreshing perspective to the forefront of business transformation. Join us as we converse with Dr. Natalie Petouhoff, the visionary business consultant who has spearheaded transformative initiatives for giants like Salesforce, Hulu, General Motors, and Procter & Gamble. Together, we explore the core essence of…

1
The Role of Self-Service in Reducing Churn in Contact Centers: Chris Robinson 46:00

10M ago46:00

46:00

🎙️ Exciting News! Our latest podcast episode is now LIVE! Join us as we sit down with industry pioneer, Chris Robinson from Awaken, who has been at the forefront of customer communications for over 20 years. Dive deep into the evolution of self-service, the intricacies of onboarding in today's digital landscape, and the strategies to tackle churn e…

1
Growing A Platform For Financial Planners | An Interview with Michael Kitces & Alan Moore 20:29

10M ago20:29

20:29

Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a robust launching platform for serious financial plan…

1
From Nearshore to Global: Contact Center Outsourcing Excellence: Neal Topf 1:01:44

11M ago1:01:44

1:01:44

In this insightful episode, we sit down with the dynamic Neal Topf, co-founder of Callzilla, the powerhouse behind some of the most outstanding outsourced contact center and business process services globally. With its roots firmly planted in sunny Miramar, Florida, Callzilla has been a beacon of excellence, pushing the boundaries of customer care …

1
From Customer to Leader: Bridging Gaps in Contact Center Operations: Dr. Hui Wu-Curtis 1:07:15

12M ago1:07:15

1:07:15

Welcome to another exciting episode of our podcast! This week, we are thrilled to have Dr. Hui Wu-Curtis with us. A known disruptor, operations geek, advocate for DEI, and a Silver Globee award recipient for Executive Excellence, Dr. Hui is a force to be reckoned with in the contact center industry. n this episode, we delve into her vast experience…

1
Knowledge Management and AI Real-time Guidance for Contact Centers: Micah Peterson 56:28

1y ago56:28

56:28

In the rapidly evolving world of contact centers, the convergence of knowledge management and artificial intelligence stands at the forefront of transformation. This latest episode welcomes Micah Peterson, a seasoned professional with over 15 years in the knowledge management sector. As a Knowledge-Centered Services (KCS) certified expert, Peterson…

1
Navigating Compliance Challenges in the Contact Center Industry: Dan Greenwell 59:29

1y ago59:29

59:29

Welcome to the newest episode of First Contact: Stories of the Call Center! In this episode, we're joined by none other than Dan Greenwell, the CEO of Customer Dynamics. With over three decades of business experience in executive roles, Dan has a wealth of insights and knowledge to share. His company, Customer Dynamics, is a leading force in creati…

1
Master Call Center Customer Service in the Digital Age: Jim Iyoob 59:34

1y ago59:34

59:34

Get ready to dive into the newest episode of our podcast, where we had an engaging and insightful conversation with the brilliant Jim Iyoob, Chief Customer Officer at Etech Global Services. 🎙️ Jim is at the helm of a company that is known for its outstanding customer engagement solutions, including contact center services, customer support, sales, …

1
Contact Center Excellence, Brand Slaughtering and Remote Revolution: Eric Sims 1:05:20

1+ y ago1:05:20

1:05:20

Ladies and gentlemen, welcome to another exhilarating episode of our podcast! Today, we're diving deep into the world of contact centers, brand protection, and the remote revolution with a true industry expert. Get ready to be blown away by the insights and knowledge of Eric Sims, Cofounder & CEO of Leading Edge Connections, America's #1 fully remo…

1
Lessons from a Cancer Diagnosis 9:52

1+ y ago9:52

9:52

A cancer diagnosis is life changing. Today Jay is blessed to be cancer free, but the journey of navigating surgery, scans, biopsy and recovery provided a new lens on life and business. In this episode he shares 5 lessons from his experience and a couple of tips on how he is approaching life today. 5 lessons Jay shares: The 3 most important things a…

1
Empowering Your Customers Strategies for Success in Contact Centers: Rob Bayer 56:10

1+ y ago56:10

56:10

Are you ready to learn the latest and greatest customer empowerment strategies from a seasoned industry expert? In this episode, we have a special guest who shares their secrets to success in contact center management and remote work optimization. Rob Bayer, president of Anomaly Squared is an executive with more than 25 years of contact center expe…

1
How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder 25:13

1+ y ago25:13

25:13

In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three major benefits of leveraging these tools include providing consistent advice, marketing and client engagement and systematizing your client communication. For this episode, Jay Coulter interviews Michael …

1
Beyond Transactional: Taking Customer Service to the Next Level: Brad Cleveland 1:00:47

1+ y ago1:00:47

1:00:47

Attention all podcast listeners! Get ready to step up your customer strategy game because we have a treat for you! Our guest today is none other than Brad Cleveland, the global authority on customer strategy and management. With over 45 states and 60 countries under his belt, Brad has worked with top service leaders such as Apple, American Express,…

1
How Can Financial Advisors Better Communicate with Clients? 21:38

1+ y ago21:38

21:38

How can Financial Advisors better communicate with clients? The team at YCharts recently conducted a survey that yielded some very interesting results. Connor Kitko joins Jay Coulter for this episode of Resilient Advisor to share their findings. Download a copy of the report by visiting go.ycharts.com/clientcomms. Sponsored by The Independence Incu…

1
How To Launch Your Own ETF with Wes Gray of Alpha Architect 30:05

1+ y ago30:05

30:05

How do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these questions. If you have ever considered launch an ETF, this …

1
Find Your Freedom with Jamie Hopkins 21:23

1+ y ago21:23

21:23

Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching. SHOW SPONSOR: Have you thought about making the move to independence? THE …

1
Leading the Change for Women in Tech: Juanita Coley 39:47

1+ y ago39:47

39:47

Here we are, at the end of another fascinating season grounded in knowledge and inspiration. This is episode 10 of First Contact Podcast, where we’re diving deep into workforce management in contact centers with one of the most prolific women speakers of this type of enterprise solution, the Contact Center Whisperer and expert – Juanita Coley. Juan…

1
Building solutions to solve problems within the business ecosystem: Hemanth Gorur 56:48

2y ago56:48

56:48

Join us for a new episode with Hemanth Gorur, Vice President of Consulting Services at CGI - a company providing information technology and business process services. Hemanth started his career with CGI as a developer in India in 2001 and has worked in various roles within CGI focusing exclusively on the banking industry. It was great conversation …

1
The Most Interesting Advisor in the World 20:11

2y ago20:11

20:11

Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, he share is approach to marketing, planning and living life to the fullest. SHOW SPONSOR: The Independence Incubator from Resilient Advisor. A customized approach for advisors transitioning to indepen…

1
The Common Denominator of Success 13:47

2y ago13:47

13:47

In 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called ‘The Common Denominator of Success.’ Though it was written for life insurance professionals of an age gone by, its message is equally well suited to anyone who seeks success today. In a world where selfies with Lam…

1
The Digital Detox 9:00

2y ago9:00

9:00

Have you ever felt that social media and email are wearing you down? Jay did, so he took a week off from digital platforms and learned a lot. He shares his experience in this episode of The Resilient Advisor. If you are considering going independent, don't do it alone. Learn how The Independence Incubator can provide you with fiduciary level guidan…

1
Performance-driven contact centers and data modeling: Kevin Daly 56:45

2y ago56:45

56:45

In this episode, we're joined by the founder of Value Ad and the creator of Bestpair, Kevin Daly for a practical and earnest discussion on data-driven results and a magical mix of client, product, and agent. With a diverse and complex set of roles in his background, Kevin has combined his experience in sales management and insurance to create a dat…

1
Delivering Tax Alpha with Todd Mackay of Avantax 19:13

2y ago19:13

19:13

How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility. Learn More about Avantax Wealth Management: Website: https://www.avantax.com/for-your-wealth-planning/wealth-management…

1
The Future of WealthTech with Dr. Vinay Nair 21:55

2y ago21:55

21:55

Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech. About Vinay: Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business s…

1
Reasons Why Telemarketing and Cold Calling are Still Worth it: Jeremy Chen 58:55

2y ago58:55

58:55

Welcome to a new episode, where we’ll dive deep into the world of B2B sales with sales expert Jeremy Chen, who helps B2B technology companies perfect their sales teams go-to-market strategy. In this episode, he is dropping some real knowledge on the intricates part of sales management, the structure of a perfect cold call and the mindset behind it,…

1
Financial Psychology Conversations with Dr. Preston Cherry 22:52

2y ago22:52

22:52

Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology. This show is sponsored by SHIFT: https://humanfirst.live Books Mentioned: CFP Board's Book on The Psychology of Financial Planning: https://www.cfp.net/news/2022/04/cfp-board-releases-six-part-book-on-psychology-of-financial-planning Daniel Crosby: The Be…

1
Embracing Mistakes and Putting People First, a CX Approach: Bob Furniss 1:06:39

2y ago1:06:39

1:06:39

Customer service is one of our favorite topics to tackle in this show, but having Bob Furniss over for this special episode was truly something. For almost 40 years in the industry, Bob Furniss is known as the renowned customer service and experience expert, and his mission will always be driving customer success by designing effective service and …

1
Leveraging Voice To Engage Clients and Build Trust with Emily Binder 25:15

2y ago25:15

25:15

Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.By Jay Coulter

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Jay Coulter Podcasts

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