Best Financialadvisorpodcast Podcasts (2024)

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

11d 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
The Lieutenant Rowan Mindset 4:04

18d 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

1M 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

25d 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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
Growing A Platform For Financial Planners | An Interview with Michael Kitces & Alan Moore 20:29

7M 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
Lessons from a Cancer Diagnosis 9:52

1y 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
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
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
The Most Interesting Advisor in the World 20:11

1+ y 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

1+ y 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

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

1+ y 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
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
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

1
Crypto Office Hours with Tyrone Ross & Jay Coulter 32:27

2y ago32:27

32:27

If there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto …

1
I Am Sorry - An apology to my audience 7:56

2y ago7:56

7:56

The Resilient Advisor Show has been my baby for half a decade. It has helped me build trust and an audience of serious financial advisors who are looking for the strategies that the most successful advisors are using today. I need to apologize to my audience as I have let the focus and quality slip as we have built out our different sub-series and …

1
PTLC: The Pacer Trendpilot US Large Cap ETF with Sean O'Hara on ETF Stories 18:38

2y ago18:38

18:38

Sean O'Hara comes on the Resilient Advisor Show to discuss the Pacer Trendpilot US Large Cap ETF (PTLC). This is part of the ETF Stories series on the show. Learn more about the PTLC ETF: https://www.paceretfs.com Learn more about the series and other interesting ETFs: www.etfstories.com Follow Financial Advisor TV™ on Social: YouTube: https://www.…

1
March Blockchain Report with Dan Weiskopf 9:10

2y ago9:10

9:10

This is the March 2022 edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space. Dan Weiskopf is a Portfolio Manager at Toroso Asset Management. Learn more about BLOK, the Amplify Transformational Data Sharing ETF: h…

1
iUSA: The Amberwave Invest USA JSG ETF Story with Dan Katz 12:58

2y ago12:58

12:58

iUSA is organized around the concept of jobs, security and growth or said better, JSG investing. Jay Coulter interviews Dan Katz for this episode of ETF Stories from Resilient Advisor. View past episodes of ETF Stories: https://www.etfstories.com Connect with JSG: Fund Website: https://www.jsgfunds.com Advisor Website: https://www.amberwavepartners…

1
How To Successfully Run A Virtual Practice with Derek Notman 14:10

2y ago14:10

14:10

Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics. Derek's experience producing the Rethink Podcast with Adam Holt : https://www.as…

1
February Blockchain Report with Dan Weiskopf 15:05

2y ago15:05

15:05

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the February 2022 Blockchain Report. THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: http://www.resilientadvisor.com Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://ww…

1
EMFQ: The Emerging Markets FinTech ETF on ETF Stories 12:14

2y ago12:14

12:14

Could the FinTech market be a major driver of Emerging Markets? How could investors allocate to this sector? Jane Edmondson of EQM Indexes comes on ETF Stories with Jay Coulter to discuss her index that powers an ETF that does just that: EMFQ. To learn about past ETF Stories please visit https://www.etfstories.com Learn more about EQM Website: http…

1
Hedging Strategies with ETFs with Connor Kitko of YCharts & Jay Coulter 19:29

2y ago19:29

19:29

ETFs are fantastic precision tools for portfolio diversification. They are also incredibly useful as a hedging tool. On this episode of Resilient Advisor, Connor Kitko of YCharts shares the findings of a recent White Paper that they published on how you can hedge different risk scenarios via ETFs. Jay Coulter is a big advocate for YCharts for finan…

1
How Advisors Can Grow With Video with Katie Braden & Jay Coulter 21:19

2y ago21:19

21:19

Today the most engaging form of client communication and marketing is video. Most advisors struggle with how to best use video or even get started. In this episode, Katie Braden speaks with Jay Coulter and shares her formals for finding success with video. Learn more about the Innovating Advice Community: https://www.innovatingadvice.com/ Follow Ka…

1
January Blockchain Report with Dan Weiskopf 8:05

2+ y ago8:05

8:05

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the January 2022 Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Fo…

1
EOPS - The Emles Alpha Opportunities ETF on ETF Stories 14:49

2+ y ago14:49

14:49

Nathan Miller of Emles Advisors joins Jay Coulter for this episode of ETF Stories. They discuss the Emles Alpha Opportunities ETF, symbol EOPS. Learn more about EOPS by visiting https://emles.com/etf/emles-alpha-opportunities-etf Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/fin…

1
The Blockchain Report with Dan Weiskopf & Jay Coulter - December 2021 11:39

2+ y ago11:39

11:39

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the December Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow…

1
The Future of Advice with Tony Davidow 32:51

2+ y ago32:51

32:51

Industry veteran Tony Davidow comes on The Resilient Advisor Show with Jay Coulter to discuss his new book, 'Goals-based Investing', and share his framework for some of the major changes we will see in the industry. Tony Davidow is the President & Founder at T. Davidow Consulting, LLC. Learn more about 'Goals-Based Investing' by Tony Davidow: https…

1
Elevating Your Value With Trusts & Wills with Andres Mazabel 21:21

2+ y ago21:21

21:21

For Financial Advisors, increasing the value that you bring to clients is incredibly important in this environment of fee compression we are in. In this interview, Jay Coulter interviews Andres Mazabel of Trust & Will and he lays out the case for advisors to add a deeper level of estate planning to their practice. Learn more about Trust & Will: htt…

1
Investment Spotlight: Home Bistro with Zalmi Duchman 35:52

2+ y ago35:52

35:52

On this episode of The Investment Spotlight Show, Home Bistro CEO Zalmi Duchman sits down with Jay Coulter and Chris Versace to share is thoughts on his company and the ever-changing food industry. Home Bistro trades under the ticker HBIS. Follow Home Bistro on Social: Twitter: https://twitter.com/HomeBistroChef LinkedIn: https://www.linkedin.com/c…

1
ETF Stories: LUXE - The Emles Luxury Goods ETF 14:35

2+ y ago14:35

14:35

Should investors consider luxury goods as a distinct consumer category for portfolio construction? Eric Qian comes on ETF Stories to make the case and share the LUXE story with Jay Coulter on The Resilient Advisor Show. Learn more about Emles Luxury Goods ETF (Symbol LUXE): https://emles.com/etf/emles-luxury-goods Connect with Emles on Social: Link…

1
How DAOs Will Empower Financial Advisors With Adam Blumberg 25:20

2+ y ago25:20

25:20

Adam Blumberg, Co-Founder of Interaxis, comes on The Resilient Advisor Show with Jay Coulter to explain what a DAO (Decentralized Autonomous Organization) is, how it works and what advisors need to know. Adam also dives into how his PlannerDAO works. Learn more about PlannerDAO: https://www.plannerdao.com/ https://www.plannerdao.io/ Follow PlannerD…

1
November Blockchain Report with Dan Weiskopf 10:01

2+ y ago10:01

10:01

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the November Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow…

1
Partnering With The Right TAMP with Colin Falls of GeoWealth 15:50

2+ y ago15:50

15:50

Colin Falls of GeoWealth comes on The Resilient Advisor Show with Jay Coulter to talk about how to partner with the right TAMP. Learn more about GeoWealth: https://geowealth.com Follow GeoWealth on Social: LinkedIn: https://www.linkedin.com/company/geowealth Twitter: https://twitter.com/GeoWealthTech Follow Financial Advisor TV™ on Social: Twitter:…

1
M&A Trends & Advisor Marketing with Patrick Brewer 26:10

2+ y ago26:10

26:10

Patrick Brewer joins Jay Coulter on Resilient Advisor to share his thoughts on current M&A trends as well as advisor marketing strategies that get results. Learn More About Patrick's Businesses: WealthSource: https://www.wealthsource.com Model FA: https://www.modelfa.com Follow Patrick Brewer on Social: LinkedIn: https://www.linkedin.com/in/patrick…

1
The Cost of Underestimating Technological Disruption With David Barse of XOUT Capital 19:54

2+ y ago19:54

19:54

David Barse comes on Resilient Advisor with Jay Coulter to share the findings from a recent paper on 'The Cost of Underestimating Technological Disruption.' David on Twitter: https://twitter.com/BarseXout XOUT Capital: https://twitter.com/XoutCapital Website: https://www.xoutcapital.com/ Follow Financial Advisor TV™ on Social: Twitter: https://twit…

1
Macro Outlook with Lenore Hawkins 23:15

2+ y ago23:15

23:15

Lenore Hawkins joins Jay Coulter on The Resilient Advisor Show to discuss what she is seeing in the macroeconomy. Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.c…

1
ETF Stories: BNDD, The Quadratic Deflation ETF with Nancy Davis 28:05

2+ y ago28:05

28:05

In this new episode of ETF Stories, Nancy Davis joins Jay Coulter to tell the story of her new ETF BNDD. Learn more about the Quadratic Deflation ETF BNDD by visiting https://kfafunds.com/bndd To see past episodes of ETF Stories visit: http://www.etfstories.com/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Fac…

1
Why Advisors Need To Understand Bitcoin with Ric Edelman 23:31

2+ y ago23:31

23:31

Ric Edelman joins Jay Coulter on this episode of the Resilient Advisor Show to discuss why understanding Bitcoin and Digital Assets is so important for Financial Advisors. Learn more about The Digital Assets Council For Financial Professionals: https://dacfp.com/ Earn the DACFP Certificate and get a 20% discount as a viewer by using the code RESILI…

1
Investment Spotlight: Mindset Pharma with James Lanthier 46:01

2+ y ago46:01

46:01

Mindset Pharma is a biotechnology company developing medications and synthesis processes for the medical psychedelic market. On this episode of The Investment Spotlight Show, Jay Coulter and Chris Versace interview Mindset CEO James Lanthier. $MSET Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https:/…

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