This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Dedicated to creating awareness of the resources that are available to those who struggle with worry, stress or their mental health. Each podcast will take one of two formats: An Interview: A conversation with someone who has overcome a huge obstacle in their life or has made a difference in the mental health community. A Story: A short narrated inspirational or motivational story of someone who demonstrated mental resilience. Topics include stress management, mental health, mental illness, ...
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Because no one pictures themselves working at a call center, First Contact: Stories of the Call Center is a monthly podcast about how tech leaders and entrepreneurs found their way into the contact center industry.
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Like late-night for radio, Live Wire is hosted by Luke Burbank (Wait Wait Don’t Tell Me) and artfully blends an eclectic mix of artists, musicians, writers, filmmakers, comedians, and cultural observers.
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The Mogul Dad was founded by Jay Houslander, a sports enthusiast who found new and exciting ways to tell stories. The Mogul Dad is founded on one simple belief: Anything is possible. With a decade of experience in marketing, print and internet, Houslander pulled from each of those experiences to create a hybrid media company that produces high quality content across all platforms. A company that blends elements of web design, social media, video and other platforms to help companies, media o ...
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JB O'Banion of Titleist Asset Management on RIA Stories
28:21
28:21
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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…
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W. Kamau Bell, Jane Marie, and Y La Bamba
52:20
52:20
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Comedian and television host W. Kamau Bell discusses his Substack newsletter Who's With Me? and how AI got his comedic personality all wrong; journalist and podcaster Jane Marie breaks down multi-level marketing and how it preys upon working class Americans; and indie band Y La Bamba perform "Crema de Melón." Plus, host Luke Burbank and announcer E…
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Hari Kondabolu, Kristi Coulter, and Quasi
52:29
52:29
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Comedian Hari Kondabolu discusses his new standup special Vacation Baby and how regrettably he blew off congresswoman Alexandria Ocasio-Cortez on her campaign trail; writer Kristi Coulter unpacks her memoir Exit Interview: The Life and Death of My Ambitious Career, which recounts the often soul-crushing work culture of an Amazon executive; and indi…
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Shannon Spotswood of RFG Advisory on RIA Stories
1:07:15
1:07:15
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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…
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Dulcé Sloan, Brian Lindstrom, and S.G. Goodman
52:26
52:26
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52:26
Comedian Dulcé Sloan (The Daily Show) shares some anecdotes from her new book Hello, Friends!: Stories of Dating, Destiny, and Day Jobs, including how becoming fluent in Spanish as a kid turned her into the neighborhood's child lawyer; filmmaker Brian Lindstrom chats about his documentary Lost Angel: The Genius of Judee Sill, which follows the shor…
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Transformative Leadership: Harnessing AI and EQ for Better Customer Interactions: Thomas Paley
59:31
59:31
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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…
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Sam Sanders, Reggie Watts, and Sway Wild (REBROADCAST)
52:24
52:24
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Podcaster Sam Sanders (Vibe Check) shares his hot takes on pop culture, from the Barbie movie to his favorite nepobaby; comedian Reggie Watts interprets his feelings about generation differences through a spoken word poem; and indie folk duo Sway Wild perform their song "Home," which was inspired by a two-month sailing voyage in British Columbia. P…
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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/…
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Journalist and bestselling author Bianca Bosker (Cork Dork) takes us behind the scenes of the highfalutin art world with her new book Get the Picture, before getting a lesson on masterworks from a four-year-old; and singer-songwriter Brittany Davis performs the single "So Fly" from her new album Image Issues. Plus, host Luke Burbank and announcer E…
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BPO Excellence: Employee Retention, Engagement, and a People-First Mindset: John Coulter
48:37
48:37
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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…
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Rob Sandrew of Integrated Partners on RIA Stories
1:08:29
1:08:29
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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…
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R. Eric Thomas, Ian Karmel, and NONBINARY GIRLFRIEND (REBROADCAST)
52:29
52:29
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Author and columnist R. Eric Thomas shares anecdotes from his memoir Congratulations, The Best Is Over, including how baking cupcakes may have saved his life; standup comedian Ian Karmel makes the case for why Arby's is a farm-to-table restaurant; and indie group NONBINARY GIRLFRIEND perform the title track off their new album Big and Kind. Plus, h…
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Courtenay Hameister, Charley Crockett, and Moshow the Cat Rapper
51:53
51:53
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In this 20th Anniversary Special, Live Wire celebrates some of its most memorable moments in the past two decades. Host Luke Burbank gets interviewed by former host Courtenay Hameister about taking the reins of the show and how the embarrassment he felt as a child led to his "openness" onstage; Americana singer-songwriter Charley Crockett chats abo…
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Ritik Malhotra of Savvy Wealth on RIA Stories
52:14
52:14
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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…
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Paul F. Tompkins, Safiya Sinclair, Isabeau Waia'u Walker (REBROADCAST)
52:18
52:18
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52:18
Comedian Paul F. Tompkins chats about his improv comedy podcast The Neighborhood Listen, where he and fellow comedians re-enact posts from the app Nextdoor; poet Safiya Sinclair discusses her memoir How to Say Babylon, in which she recounts growing up Rastafarian in Jamaica under the strict patriarchy of her father; and singer-songwriter Isabeau Wa…
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Acclaimed writer Cheryl Strayed (Wild, Tiny Beautiful Things) discusses her new personal essay "Two Women Walk into a Bar," which follows her complicated relationship with her late mother-in-law; stand-up comedian Jay Jurden bridges the generational divide with some poignantly hilarious observations on Boomers and Gen Z; and singer-rapper-poet Dess…
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Aparna Nancherla, Gary Gulman, No-No Boy (REBROADCAST)
52:28
52:28
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52:28
Comedian and writer Aparna Nancherla discusses her memoir Unreliable Narrator and why her mother made her order pizza to combat her shyness; stand-up comedian Gary Gulman riffs on the false notion of dangerous scissors in elementary school; singer-songwriter and historian No-No Boy performs his song "1603," featured on his latest album Empire Elect…
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Jason Gordo of Modern Wealth on RIA Stories
42:42
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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…
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Speed of Business, The ROI of Empathy and Innovation in CX: Jay Baer
1:01:08
1:01:08
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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…
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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.
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Emily Flake, Tessa Hulls, and Pure Bathing Culture
52:02
52:02
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52:02
Cartoonist Emily Flake (The New Yorker) reveals Joke in a Box, her 70-card deck of creative prompts, which results in some live cartooning from the stage; writer and artist Tessa Hulls discusses her graphic memoir Feeding Ghosts, which looks at the three generations of Chinese women in her family; and indie pop duo Pure Bathing Culture perform "The…
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Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.
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Gary Gulman, Anis Mojgani, and Olive Klug (REBROADCAST)
52:22
52:22
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52:22
Comedian Gary Gulman (The Great Depresh) discusses his memoir Misfit: Growing Up Awkward in the '80s, his struggles with mental health, and the awkwardness of being recognized in the psyche ward; Oregon Poet Laureate Anis Mojgani reads from his newest collection The Tigers, They Let Me and makes the case for why poetry exists all around us; singer-…
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A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/
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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/…
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Moshe Kasher, Mohanad Elshieky, and Glitterfox
52:24
52:24
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Comedian and writer Moshe Kasher dives into his new memoir Subculture Vulture, which explores the six communities which shaped his life, from AA and Burning Man to sign language interpretation and his ultra-Hasidic upbringing; stand-up comedian Mohanad Elshieky tells us why he might be the most dangerous man in America; and indie band Glitterbox pe…
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