Resilient Advisor Podcast

In this episode of the Resilient Advisor Podcast, Jay Coulter speaks with Matt Hogan, Chief Investment Officer at Bitwise, about the rising importance of Bitcoin in investment portfolios. They discuss Bitcoin's unique value proposition, scarcity, and strategies for advisors looking to incorporate it into their practices. Learn About: The service model of Bitcoin and its implications for advisors The significance of long-term holding periods for Bitcoin Optimal rebalancing strategies to manage portfolio volatility How technology enhances advisor independence and operational excellence Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. Discover more here.

Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through data, benchmarking, and strategic planning tools. Together, we explore how RISR helps advisors enhance discovery, navigate business complexities, and engage in planning conversations that resonate with entrepreneurs. Whether you already serve business owners or aspire to, this discussion provides a clear roadmap for success. RISR is gaining traction in the industry, with recent coverage highlighting how their innovative framework is transforming advisor impact and fostering business-owner wealth creation. What You'll Learn: About RISR: RISR is a game-changing platform that enhances the value advisors provide to business-owner clients. With benchmarking tools, operational insights, and structured assessments, RISR equips advisors to facilitate the planning conversations entrepreneurs truly care about. Learn more at RISR.com. Sponsored by the Titleist Advisor Network: Discover how Titleist can help you become a high-growth independent business owner while building equity in your business. Visit jointitleist.com. #RISR #BusinessOwners #AdvisorGrowth #WealthManagement #RIA #FinancialAdvisors #YourBusinessYourWay

Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes. What You'll Learn: How money scripts shape client behavior Strategies for engaging disconnected spouses Supporting neurodivergent clients more effectively Handling inheritance, privilege, and family expectations The Boneparths' top breakthrough questions for clients Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. jointitleist.com

Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing. In this episode: The mindset that removes fear from marketing Building a YouTube strategy around consistency Tools that make high-quality video simple Turning clients into lifelong fans Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, focus on one channel, and build scalable growth systems that convert trust into clients. What You'll Learn: The least amount of marketing you need to grow How to pick your best-fit marketing channel Where advisor funnels break—and how to fix them Why clarity and focus outperform complexity Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

🎙️ What Does It Really Mean to Be Resilient? Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits down with Tina Powell, Partner at Intentionly, industry thought leader, and cancer survivor. Together, they explore the true meaning of resilience when life challenges you beyond the realm of business and personal strength. Tina shares her deeply personal journey of battling cancer while mentoring others and staying committed to her mission of empowering voices in the financial industry. Discover how she navigated this tough period and what it means to persevere when you feel like giving up. In this episode, you’ll learn about: If you've ever faced a challenging season that tested your beliefs about yourself, this conversation will inspire you to recognize the strength within you. 🌟 Sponsor: Titleist Asset Management - Empowering advisors to become high-growth independent business owners. Build equity in your business for your future. Learn more. Don't forget to subscribe and leave a review! #YourBusinessYourWay #Resilience #Podcast #Inspiration

Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically. What You’ll Learn: Why most firms overestimate organic growth How AI helps identify high-propensity prospects The importance of niche and focus in scaling Ways to humanize automated outreach How Finny empowers advisors to grow efficiently Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence through operational excellence, AI-enabled innovation, and long-term freedom. Coulter discusses the firm’s evolution from aggregator to enterprise, the role of the TAM360 Platform, and why staying private-equity-free matters for advisors who want to build equity in their own business. You’ll Learn: The Enterprise RIA model — and how it differs from traditional aggregators How AI and human service combine inside the TAM360 Platform The cultural principles guiding Titleist’s growth How to evaluate firms for true independence and transparency 🎧 Listen and learn how to build a firm that lasts — serving 20,000 families and empowering 100 advisors to own their future. Learn more: JoinTitleist.com

AI and Advisor Growth with Jason Wenk At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement we need to break down! Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and AI can help financial advisors scale faster than ever before. In this episode, you’ll also learn: Learn More: https://www.linkedin.com/in/jasonwenkhttps://altruist.comhttps://hazel.ai Sponsored by The Titleist Advisor Network. Learn how Titleist can help you become a high-growth independent business owner. Private Equity free since 2003. https://na2.hubs.ly/y0_81V0 #YourBusinessYourWay The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions. Visit tamgmt.com to learn more.

Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate digital assets into your practice—without the hype or headaches. Topics of discussion include debunking client myths about Bitcoin (it’s not just a “bubble”!), turning market volatility into trust-building opportunities, evaluating new crypto ETFs and custody tools like Fidelity’s air-gapped wallet, streamlining operations with blockchain for trusts and rollovers and more. Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0 #YourBusinessYourWay #resilientadvisor The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions. Visit tamgmt.com to learn more.

Is AI a threat to financial advisors—or the ultimate “Iron Man suit” for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver better client outcomes, save hours of admin time, and win the next generation during the Great Wealth Transfer. Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0 #YourBusinessYourWay #resilientadvisor The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions. Visit tamgmt.com to learn more.

I’m interviewing Manish, for a candid conversation on two topics every advisor needs to master: market risk and marketing. Manish is known in the industry for his direct, no-nonsense approach to both portfolio management and advisor communication. He is as blunt as it comes! From navigating volatile markets to building a brand that cuts through the noise, this will be a conversation packed with real-world insights advisors can put into practice. ⭕ We’ll cover: 🔵 How to think about risk in today’s market environment 🔵 Why marketing is as critical as portfolio construction for advisors 🔵 Practical lessons from Potomac’s journey as an TAMP platform 🔴 Join us live for an unfiltered discussion and bring your questions! Resilient Advisor Podcast #YourBusinessYourWay

In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborative book “Beyond the Broker: Navigating Financial Independence in Wealth Management.” Whether you're a solo advisor or leading a multi-billion-dollar RIA, this conversation delivers practical strategies for building a culture that endures. Grab the book: Beyond the Broker on Amazon - Link Learn about the Resilient Advisor Network - Link About Roklyn Consulting Roklyn is a Fractional Talent Acquisition Partner for California-based wealth management firms. They help advisory firms grow by sourcing and placing Financial Advisors, Planners, and Support Staff aligned with your culture and vision. They also provide confidential transition and succession planning support for advisors looking to make a move or exit the business. Follow Jay Coulter: YouTube: https://www.youtube.com/c/sjaycoulter Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter Website: https://www.jaycoulter.com Learn more about Resilient Advisor: http://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved #resilientadvisor #resilientlife #financialadvisor #financialadvisorpodcast

What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionable strategies from his groundbreaking new white paper: “AI for the Financial Professional.” Duncan breaks down how advisors can leverage AI to: Systematize client experiences Create proprietary intellectual property Enhance CRM usage Boost productivity and free up time Maximize enterprise value and build a practice that lasts This conversation isn’t about theory — it’s a tactical, step-by-step roadmap for forward-thinking financial professionals. 📥 Download the White Paper: ParetoSystems.com Timestamps: 00:00 – Why AI is the next frontier for advisors 01:08 – Meet Duncan MacPherson & the new white paper 03:02 – Why AI adoption is no longer optional 05:11 – Liberating your time with the “hourglass vs shopping cart” analogy 07:42 – Staying current: AI resources advisors should follow 10:30 – How AI helped during a personal crisis 14:12 – How AI is reshaping high-stakes client meetings 16:10 – Prepping for high-net-worth prospects using prompts 17:34 – AI as a productivity tool, not a threat 20:05 – Role–Goal–Soul: A framework for better AI prompts 24:10 – How to create scalable, referable client experiences 26:12 – Content marketing in the age of AI 30:28 – CRM, AI, and emotional intelligence 35:40 – How to overcome resistance to AI in your practice 38:55 – Long-term business impact: Building enterprise value with AI 40:34 – Finding the balance between AI and EI (emotional intelligence) 🎙️ Guest Bio: Duncan MacPherson is the CEO of Pareto Systems and co-author of The Blue Square Method and The Advisor Playbook. He is one of the most respected voices in practice management, helping top advisors build scalable, referable, and franchise-ready businesses. Connect with Duncan: 🔗 ParetoSystems.com 🔗 Follow Duncan on LinkedIn: linkedin.com/in/duncanmhttps://www.linkedin.com/in/duncanmacpherson/ Connect with Jay: 🌐 ResilientAdvisor.com 🎥 YouTube: @sjaycoulter 📩 Subscribe for updates, tools, and resources.

In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various practical approaches, from using social media to emotional storytelling, to boost referral rates. Matt also highlights his book 'Shut the F Up and Listen,' which explores different types of listening and his personal experiences with mental health challenges. Additionally, learn about ProudMouth's new PodRocket Influence Academy designed to help advisors enhance their marketing game.

With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in the 1930s and its evolution despite the efficient market hypothesis. Discover why momentum delivers interesting risk-adjusted returns, how it blends trend following and fundamental analysis, and Gary’s groundbreaking dual momentum strategy—combining absolute momentum (is an asset trending up?) and relative momentum (which assets perform best?). Learn how it applies to stocks, bonds, and the GEM portfolio, which boasts impressive long-term results. This is part of our Podcast Rewind Series where I revisit old interviews that have real application for advisors today. Key Highlights: Visit https://www.optimalmomentum.com for more on Gary’s book and models. Follow Jay Coulter & Resilient on Social Media: X: https://twitter.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter Learn more about Resilient Advisor: http://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future? In this episode of The Resilient Advisor, I’ll teach you a proven framework to confidently guide clients through uncertainty without resorting to tired clichés or generic talking points. You’ll learn: ✅ How to take control of client conversations ✅ A simple market framework that sets expectations ✅ The 5 Rules of Investing that keep clients on track ✅ The best way to reassure clients without making reactionary portfolio changes Remember: Your value as an advisor is highest when clients are most emotional. Learn how to be the steady voice they need in turbulent times. 🔔 Subscribe for more strategies to elevate your practice! © Resilient Advisor. All Rights Reserved

On this episode of Resilient Advisor, I sat down with Larry McDonald, author of How to Speak When Markets Listen, for a powerful conversation on the challenges and opportunities facing investors today. We explore the future of the U.S. currency, extreme equity valuations, and the critical role of 52-week highs and lows in portfolio management. Larry’s unique insights offer valuable guidance for navigating today’s volatile markets. Plus, we discuss Larry’s latest book and his approach to understanding market signals. About Larry: The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. His book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job." Larry has been a CNBC Contributor since 2013. Check out Larry's Bear Traps Report: https://www.thebeartrapsreport.com/ Grab a copy of Larry's new book: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495/ref=sr_1_1l

In this episode of The Resilient Advisor Show, Jay Coulter sits down with Ritholtz Wealth CEO and CNBC contributor Josh Brown. They explore key topics from Josh's new book, 'You Weren't Supposed to See That'. Josh delves into the legacy of legendary trader Jesse Livermore, discussing how his trading style and insights into behavioral finance remain relevant today. They also unpack the power of optimism in investing, even in the face of market volatility and sensational headlines. The conversation continues with Josh’s thoughts on building a sustainable advisory business, embracing the power of experience and networking at Future Proof, and the evolving nature of client engagement in today’s information-rich world. Listeners and views will also learn about Josh's challenging start in the business. Jay and Josh talk about some of the nonsense of being a broker in the 1990's. Josh also gives advisors some great advice on how to help clients deal with the market noise today. For financial advisors, Josh shares practical tips on managing client expectations and finding the right clientele, providing insight into how he built Ritholtz Wealth with a selective, values-driven approach. Tune in to gain valuable perspectives on building resilience in both investing and advisory practices. Grab a copy of Josh's new book: https://www.amazon.com/You-Werent-Supposed-See-That/dp/180409059X

In this episode of The Resilient Advisor Show, Jay Coulter interviews Dr. Daniel Crosby, the Chief Behavioral Officer at Orion, discussing a wide array of topics from health to financial wisdom and his latest book, The Soul of Wealth. Dr. Crosby begins by sharing his health journey, which began as a support effort for a friend and evolved into a structured plan focused on mindfulness and protein intake. This journey helped him realize the impact of mindful eating and the pitfalls of mindless snacking. Dr. Crosby explores themes from The Soul of Wealth, emphasizing how wealth can provide fulfillment if used with intention. They discuss concepts like the top regrets of the dying, where he reflects on how focusing on the temporary nature of life can lead to more meaningful choices. Another major theme in his book is social isolation, worsened by social media’s “empty-calorie” interactions, which create a sense of connection without true closeness. Additionally, Dr. Crosby highlights how intentional spending—on experiences, relationships, or self-fulfillment—can lead to lasting happiness. The episode concludes with Jay discussing how The Soul of Wealth can be used in financial advising, especially for clients who struggle with meaningful spending or transitioning to a decumulation phase. Dr. Crosby’s work is positioned as a resource to guide clients toward deeper fulfillment and intentional use of wealth. He recommends Amazon for purchasing his book, hoping it inspires readers to blend financial success with genuine life satisfaction. Learn about Resilient Advisor Coaching and Training: https://www.resilientadvisor.com