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The Resilient Advisor
Business & Economics Podcasts
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 other timely issues.
Location:
United States
Description:
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 other timely issues.
Twitter:
@jay_coulter
Language:
English
Website:
http://www.jaycoulter.com/
Email:
jay@jaycoulter.com
JB O'Banion of Titleist Asset Management on RIA Stories
Duration:00:28:21
Shannon Spotswood of RFG Advisory on RIA Stories
Duration:01:07:15
Animal Farm and Your Career
Duration:00:05:40
Rob Sandrew of Integrated Partners on RIA Stories
Duration:01:08:29
Ritik Malhotra of Savvy Wealth on RIA Stories
Duration:00:52:14
Jason Gordo of Modern Wealth on RIA Stories
Duration:00:42:42
The Lieutenant Rowan Mindset
Duration:00:04:04
Pick Up The Phone
Duration:00:01:38
Failure, Sales & Money Market Risk
Duration:00:09:48
Lessons From A Legend
Duration:00:06:57
Assumptions and Donkeys
Duration:00:03:17
Handle Hard Better
Duration:00:02:26
Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks
Duration:00:56:57
Knowers vs Learners - The Saturday Note
Duration:00:03:38
Modern Business Development Strategies with Kristin Andree
Duration:00:22:13
Ideas on Change, Service and AI
Duration:00:07:34
Growing A Platform For Financial Planners | An Interview with Michael Kitces & Alan Moore
Duration:00:20:29
Lessons from a Cancer Diagnosis
Duration:00:09:52
How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder
Duration:00:25:13
How Can Financial Advisors Better Communicate with Clients?
Duration:00:21:38