

Resilient Advisor Podcast
Jay Coulter, CFP®, CIMA®
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.
Episodes
Mentioned books

Nov 24, 2021 • 16min
Partnering With The Right TAMP with Colin Falls of GeoWealth
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: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Nov 22, 2021 • 26min
M&A Trends & Advisor Marketing with Patrick Brewer
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-brewer-cfa-80993813/ Twitter: https://twitter.com/pbrewcfa Follow WealthSource on Social: https://www.linkedin.com/company/wealthsource-partners-llc/ Follow Model FA on Social: LinkedIn: https://www.linkedin.com/company/modelfa/ Twitter: https://twitter.com/TheModelFA YouTube: https://www.youtube.com/channel/UCPjIRaZprdrPddK9Wy1rTYA/featured Podcast: https://themodelfa.libsyn.com/ Facebook: https://www.facebook.com/groups/modelfa/ Instagram: https://www.instagram.com/themodelfa/ Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Nov 15, 2021 • 20min
The Cost of Underestimating Technological Disruption With David Barse of XOUT Capital
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://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/resilientadvisor LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Nov 8, 2021 • 23min
Macro Outlook with Lenore Hawkins
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.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Nov 1, 2021 • 28min
ETF Stories: BNDD, The Quadratic Deflation ETF with Nancy Davis
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 -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Oct 25, 2021 • 24min
Why Advisors Need To Understand Bitcoin with Ric Edelman
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 RESILIENT2021 : https://dacfp.com/get-your-certification/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Oct 18, 2021 • 46min
Investment Spotlight: Mindset Pharma with James Lanthier
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://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Oct 1, 2021 • 41min
Investment Spotlight on Optimi Health
On this episode of the Investment Spotlight Series, Jay Coulter and Chris Versace interview two members of the leadership team at Optimi Health. JJ Wilson serves as Chairman of the Board and Bill Ciprick serves as CEO at Optimi Health. Learn more about Optimi Health by visiting https://www.optimihealth.ca/ Follow Optimi Health on Social: -- LinkedIn: https://www.linkedin.com/company/optimihealth/ -- Twitter: https://twitter.com/Optimi_Health Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Sep 29, 2021 • 17min
Investing In Wine: A True Alternative Investment with Anthony Zhang of Vinovest
Have you ever considered wine as an investable asset? Today both investors and financial advisors are able to allocate to this alternative asset class. Anthony Zhang joins Jay Coulter on this episode of the Resilient Advisor to make the investment case for wine. Learn more about Vinovest by visiting https://www.vinovest.co/advisors Follow Vinovest & Anthony Zhang on Social: -- Vinovest LinkedIn: https://www.linkedin.com/company/vinovest/ -- Vinovest Twitter: https://twitter.com/Vinovest1 -- Anthony Zhang LinkedIn: https://www.linkedin.com/in/anthony-zhang-988a2375/ -- Anthony Zhang Twitter: https://twitter.com/anthony_j_zhang Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved

Sep 27, 2021 • 27min
FinTech Series with Adam Holt of Asset-Map
Adam Holt comes on The Resilient Advisor Show with Jay Coulter to discuss how financial advisors can leverage technology to deliver better client results. Learn more about Asset-Map: www.asset-map.com. -- The Resilient Advisor Show is now syndicated on Financial Advisor TV. Learn more about their upcoming launch: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com This show is syndicated on Financial Advisor TV™. Learn more here: http://www.financialadvisor.tv © Resilient Advisor. All Rights Reserved


