
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 ... more
| Publishes | Weekly | Episodes | 275 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEntrepreneurship | |||

Rich Landi of BridgeMark Strategies joins Jay Coulter to explain the "feel, fit, financials" framework for advisor transitions. Learn why you must require a pro forma, how to validate technology and onboarding, and why culture and hands‑on operationa... more
Nathan Harness (Texas A&M) and Jay Coulter explore why hiring the next generation is the industry's biggest problem and how universities, internships, AI training, and intentional leadership can close the gap. Learn practical steps for designing inte... more
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... more
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 ... more
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Jay Coulter always informative always entertaining always a good listen. Lots of knowledge transferred and conveyed and understood in a easygoing format that helps you perform better everyday.
One of my new fav shows.
This podcast is a must listen for financial professionals everywhere! Jay is a very experienced and knowledgeable host and each episode provides helpful information and insight to help you level up in your practice.
Whether you’re well established as an advisor, or just getting started carving out a profitable niche that’s ready to grow - this is a must-listen podcast for you! Jay does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving practice - with leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!
Jay’s podcast is a must for me. As an independent advisor I find the content and his guests so relevant and helpful. I find at least 1 takeaway from every podcast.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #177 |
Recent interactions between the hosts and their guests.
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The show targets financial professionals seeking practical systems and strategies to strengthen both their business and personal resilience. Episodes feature accomplished practitioners and thought leaders discussing topics like investment management, practice optimization, marketing for advisors, client service, technology adoption (including AI), and risk management. Notable strengths include a heavy emphasis on actionable takeaways, real-world frameworks, and interviews with guests who blend technical expertise with practical implementation. This mix makes it helpful for listeners aiming to modernize advisory practices, leverage tech to scale, and stay ahead of industry trends. The format often centers on concrete tactics, from AI-driven ... more
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These podcasts share a similar audience with Resilient Advisor Podcast:
1. The Perfect RIA
2. The Pomp Podcast
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Invest Like the Best with Patrick O'Shaughnessy
5. Big Technology Podcast
Resilient Advisor Podcast launched 9 years ago and published 275 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Resilient Advisor Podcast include:
1. Rich Landi
2. Nathan Harness
3. Matt Hogan
4. Jason Early
5. Douglas Boneparth
6. Heather Boneparth
7. Dave Zoller
8. Kendra Wright
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