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Artwork for Resilient Advisor Podcast

Resilient Advisor Podcast

Jay Coulter, CFP®, CIMA®
Financial Advisors
Savvy Wealth
Wealth Management Technology
RIA Stories
College Basketball
Mental Resilience
Adversity
Assumptions
Byron Weane
Friendship
Death
Venture Capital
Service Models
Artificial Intelligence
Registered Investment Advisors
Customer Service
Business Development
Risk-Adjusted Returns
Portfolio Construction
The Psychology Of Money

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

PublishesWeeklyEpisodes275Founded9 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

Listen to this Podcast

Artwork for Resilient Advisor Podcast

Latest Episodes

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

Key Facts

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Contact Information
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Rich Landi
Managing Director at BridgeMark Strategies; advisor transition expert
BridgeMark Strategies
Episode: Feel, Fit, Financials: How Advisors Protect Their Practice
Nathan Harness
Director of Financial Planning for the Financial Planning Program at Texas A&M University
Texas A&M University
Episode: The University Pipeline & Hiring Young Planners | EP268
Matt Hogan
Chief Investment Officer, Bitwise
Bitwise Investments
Episode: Understanding Bitcoin's Role in Modern Portfolios with Matt Hougan of Bitwise | EP266
Jason Early
CEO of RISR
RISR
Episode: Unlocking Wealth: Strategies for Advisors to Impact Business Owners | EP265
Douglas Boneparth
Founder of Bonafide Wealth, financial advisor; co-author of Money Together
Bonafide Wealth
Episode: Helping Couples Navigate Money Together with Douglas & Heather Boneparth | EP264
Heather Boneparth
Director of Business and Legal Affairs at Bonafide Wealth; co-author
Bonafide Wealth
Episode: Helping Couples Navigate Money Together with Douglas & Heather Boneparth | EP264
Dave Zoller
Founder of Streamline Financial; creator of The Future of Advice
Streamline Financial
Episode: How Financial Advisors Can Build a YouTube Presence That Drives Growth | EP263
Kendra Wright
Owner of Rebel Media Agency; co-host of Advisor Marketing Made Simple Podcast
Rebel Media Agency
Episode: Simplify Your Marketing to Scale Your Firm with Kendra Wright | EP262
Tina Powell
Founder of Intentionally; cancer survivor; Lung Cancer Strong creator
Intentionally
Episode: Strength Beyond Survival: Insights on Resilience with Tina Powell of Intention.ly | EP261

Host

Jay Coulter
Host of The Resilient Advisor Podcast / Show

Reviews

4.7 out of 5 stars from 36 ratings
  • 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.

    Podcast Addict
    5
    Cosmo
    a year ago
  • Awesome!

    One of my new fav shows.

    Apple Podcasts
    5
    Trevor Oldham
    United Statesa year ago
  • Great podcast!

    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.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • Entertaining, insightful and actionable! 🔥

    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!

    Apple Podcasts
    5
    JoshCrist
    United States5 years ago
  • A podcast must

    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.

    Apple Podcasts
    5
    PhillyDZ11
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host guides conversations with clarity, covering a broad range of topics from AI tools to marketing strategies for advisors.
Listeners praise practical, actionable insights and real-world guest expertise.
Feedback often highlights the value of diverse topics from crypto and AI to culture and leadership.
Audience notes the show helps independent advisors stay informed about industry trends and best practices.
Guests are described as thoughtful and well-prepared, delivering useful takeaways for practice growth.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#177
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How to Drive Organic Growth with AI | Eden Ovadia, CEO of Finny | EP260
Q: What metrics should advisors track to know if they have a healthy organic growth system?
Track the sources of growth and ensure they are diversified and scalable; avoid a heavy skew toward one channel (like referrals) and monitor the sustainability of each channel to align with growth ambitions.
How to Drive Organic Growth with AI | Eden Ovadia, CEO of Finny | EP260
Q: What does organic growth look like today versus the old cold-calling days, and what assumptions should advisors challenge when scaling?
Organic growth today is about building durable client relationships and leveraging a diversified mix of channels rather than relying on cold outreach alone; the key is to define a niche, craft a clear value proposition, and invest in a multi-channel strategy that can be scaled over time.
Feel, Fit, Financials: How Advisors Protect Their Practice
Q: Why is meeting the onboarding and transition teams important in evaluating a firm?
Because it reveals how the firm operates in practice, exposes how deeply the culture and processes align with the advisor's philosophy, and can be a decisive factor in whether the move will feel right months into the partnership.
Feel, Fit, Financials: How Advisors Protect Their Practice
Q: What is the Feel, Fit, Financials framework and how should advisors use it in due diligence?
Feel refers to the interpersonal and cultural resonance during initial meetings; Fit assesses whether the business and technology stack align with the advisor's needs; Financials examine the true cost structure and long-term value beyond upfront payouts. Together, they help identify the best long-term partner rather than the best short-term gain.
Feel, Fit, Financials: How Advisors Protect Their Practice
Q: But Rich, let's start at a high level. Why do advisors often make poor transition decisions when changing firms?
Because they historically focus on payouts and headline terms while neglecting the granular due diligence like pro formas, technology demos, and cultural alignment, which ultimately determine long-term success for both the advisor and their clients.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Resilient Advisor Podcast

What is Resilient Advisor Podcast about and what kind of topics does it cover?

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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Which podcasts are similar to Resilient Advisor Podcast?

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

How many episodes of Resilient Advisor Podcast are there?

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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What guests have appeared on Resilient Advisor Podcast?

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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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