The Resilient Advisor Podcast
1) Managing Market Risk and Marketing with Manish Khatta
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 ...Show More
2) Creating a Standout Culture with Darci Smith
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...Show More
3) Actionable AI Strategies for Advisors with Duncan MacPherson
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 rig...Show More
4) How Financial Advisors Can Increase Referrals with Matt Halloran
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 ad...Show More
5) Revisiting Dual Momentum Investing with Gary Antonacci
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 ...Show More
6) How To Discuss The Markets With Worried Clients
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 ...Show More
7) How To Listen When Markets Speak with Larry McDonald
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...Show More
8) You Weren't Supposed To See That with Josh Brown
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 Se...Show More
9) The Soul of Wealth with Dr. Daniel Crosby
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 hi...Show More
10) JB O'Banion of Titleist Asset Management on RIA Stories
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...Show More