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No Limit Leadership


1 81: From Nothing to a Billion: The Leadership Playbook They Don’t Teach You w/ Harry L Allen 36:51
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Traditional banks often lack personalized service, and local businesses struggle to find true partnership in financial institutions. Meanwhile, higher education faces scrutiny over relevance and ROI in a world where information is nearly free. Harry Allen helped launch Studio Bank to blend technology with high-touch service, fueled by community investment. At Belmont, he's applying the same entrepreneurial mindset to modernize university operations and embed practical learning experiences, like a one-of-a-kind partnership with Dolly Parton, into academia. In this episode, Harry L. Allen, co-founder of Studio Bank and now CFO at Belmont University, unpacks the bold vision behind launching a community-first bank in a city dominated by financial giants. He shares the leadership lessons that shaped his journey, how to lead through crisis, and why mentorship is the key to filling today's leadership vacuum. Key Takeaways Leveraging both financial and social capital creates a unique, community-first banking model. High-tech doesn't mean low-touch, Studio Bank fused innovation with personal relationships. Leadership means showing up, especially during crisis. Universities must shift from being information hubs to delivering real-world experience. Succession and mentorship are vital to cultivating the next generation of leaders. Chapters 00:00 Introduction to Harry L. Allen 01:49 The Birth of Studio Bank 04:29 Leveraging Technology in Community Banking 07:25 The Courage to Start a New Venture 10:37 Leadership Challenges in High Growth 13:02 Leading Through Crisis: The COVID Experience 17:55 Transitioning from Banking to Education 21:16 The Role of Leadership in Higher Education 25:16 Adapting to Challenges in Higher Education 30:04 The Leadership Vacuum in Society 33:17 Advice for Emerging Leaders 35:21 The American Dream and Community Impact No Limit Leadership is the go-to podcast for growth-minded executives, middle managers, and team leaders who want more than surface-level leadership advice. Hosted by executive coach and former Special Forces commander Sean Patton, this show dives deep into modern leadership, self-leadership, and the real-world strategies that build high-performing teams. Whether you're focused on leadership development, building a coaching culture, improving leadership communication, or strengthening team accountability, each episode equips you with actionable insights to unlock leadership potential across your organization. From designing onboarding systems that retain talent to asking better questions that drive clarity and impact, No Limit Leadership helps you lead yourself first so you can lead others better. If you're ready to create a culture of ownership, resilience, and results, this leadership podcast is for you.…
Assumptions and Donkeys
Manage episode 409653966 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note.
Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/
261 episodes
Manage episode 409653966 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note.
Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/
261 episodes
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Resilient Advisor

1 Creating a Standout Culture with Darci Smith 27:53
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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 a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborative book “Beyond the Broker: Navigating Financial Independence in Wealth Management.” Whether you're a solo advisor or leading a multi-billion-dollar RIA, this conversation delivers practical strategies for building a culture that endures. Grab the book: Beyond the Broker on Amazon - Link Learn about the Resilient Advisor Network - Link About Roklyn Consulting Roklyn is a Fractional Talent Acquisition Partner for California-based wealth management firms. They help advisory firms grow by sourcing and placing Financial Advisors, Planners, and Support Staff aligned with your culture and vision. They also provide confidential transition and succession planning support for advisors looking to make a move or exit the business. Follow Jay Coulter: YouTube: https://www.youtube.com/c/sjaycoulter Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter Website: https://www.jaycoulter.com Learn more about Resilient Advisor: http://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved #resilientadvisor #resilientlife #financialadvisor #financialadvisorpodcast…
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Resilient Advisor

1 Actionable AI Strategies for Advisors with Duncan MacPherson 41:13
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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 right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter , Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionable strategies from his groundbreaking new white paper: “AI for the Financial Professional.” Duncan breaks down how advisors can leverage AI to: Systematize client experiences Create proprietary intellectual property Enhance CRM usage Boost productivity and free up time Maximize enterprise value and build a practice that lasts This conversation isn’t about theory — it’s a tactical, step-by-step roadmap for forward-thinking financial professionals. 📥 Download the White Paper: ParetoSystems.com Timestamps: 00:00 – Why AI is the next frontier for advisors 01:08 – Meet Duncan MacPherson & the new white paper 03:02 – Why AI adoption is no longer optional 05:11 – Liberating your time with the “hourglass vs shopping cart” analogy 07:42 – Staying current: AI resources advisors should follow 10:30 – How AI helped during a personal crisis 14:12 – How AI is reshaping high-stakes client meetings 16:10 – Prepping for high-net-worth prospects using prompts 17:34 – AI as a productivity tool, not a threat 20:05 – Role–Goal–Soul: A framework for better AI prompts 24:10 – How to create scalable, referable client experiences 26:12 – Content marketing in the age of AI 30:28 – CRM, AI, and emotional intelligence 35:40 – How to overcome resistance to AI in your practice 38:55 – Long-term business impact: Building enterprise value with AI 40:34 – Finding the balance between AI and EI (emotional intelligence) 🎙️ Guest Bio: Duncan MacPherson is the CEO of Pareto Systems and co-author of The Blue Square Method and The Advisor Playbook . He is one of the most respected voices in practice management, helping top advisors build scalable, referable, and franchise-ready businesses. Connect with Duncan: 🔗 ParetoSystems.com 🔗 Follow Duncan on LinkedIn: linkedin.com/in/duncanmhttps://www.linkedin.com/in/duncanmacpherson/ Connect with Jay: 🌐 ResilientAdvisor.com 🎥 YouTube: @sjaycoulter 📩 Subscribe for updates, tools, and resources.…
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Resilient Advisor

1 How Financial Advisors Can Increase Referrals with Matt Halloran 35:38
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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 advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various practical approaches, from using social media to emotional storytelling, to boost referral rates. Matt also highlights his book 'Shut the F Up and Listen,' which explores different types of listening and his personal experiences with mental health challenges. Additionally, learn about ProudMouth's new PodRocket Influence Academy designed to help advisors enhance their marketing game.…
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Resilient Advisor

1 Revisiting Dual Momentum Investing with Gary Antonacci 23:03
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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 investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in the 1930s and its evolution despite the efficient market hypothesis. Discover why momentum delivers interesting risk-adjusted returns, how it blends trend following and fundamental analysis, and Gary’s groundbreaking dual momentum strategy—combining absolute momentum (is an asset trending up?) and relative momentum (which assets perform best?). Learn how it applies to stocks, bonds, and the GEM portfolio, which boasts impressive long-term results. This is part of our Podcast Rewind Series where I revisit old interviews that have real application for advisors today. Key Highlights: History of momentum investing Absolute vs. relative momentum explained GEM portfolio performance vs. global benchmarks Rules-based investing to eliminate emotion Gary’s take on today’s markets Details on Dual Momentum Investing (book) Enhanced models for advisors (aggressive, balanced, conservative) Visit https://www.optimalmomentum.com for more on Gary’s book and models. Follow Jay Coulter & Resilient on Social Media: X: https://twitter.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter Learn more about Resilient Advisor: http://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved…
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Resilient Advisor

1 How To Discuss The Markets With Worried Clients 6:19
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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 in a way that keeps them calm and protects their financial future? In this episode of The Resilient Advisor, I’ll teach you a proven framework to confidently guide clients through uncertainty without resorting to tired clichés or generic talking points. You’ll learn: ✅ How to take control of client conversations ✅ A simple market framework that sets expectations ✅ The 5 Rules of Investing that keep clients on track ✅ The best way to reassure clients without making reactionary portfolio changes Remember: Your value as an advisor is highest when clients are most emotional. Learn how to be the steady voice they need in turbulent times. 🔔 Subscribe for more strategies to elevate your practice! © Resilient Advisor. All Rights Reserved…
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Resilient Advisor

1 How To Listen When Markets Speak with Larry McDonald 43:06
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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. We explore the future of the U.S. currency, extreme equity valuations, and the critical role of 52-week highs and lows in portfolio management. Larry’s unique insights offer valuable guidance for navigating today’s volatile markets. Plus, we discuss Larry’s latest book and his approach to understanding market signals. About Larry: The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. His book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job." Larry has been a CNBC Contributor since 2013. Check out Larry's Bear Traps Report: https://www.thebeartrapsreport.com/ Grab a copy of Larry's new book: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495/ref=sr_1_1l…
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Resilient Advisor

1 You Weren't Supposed To See That with Josh Brown 41:59
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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 See That'. Josh delves into the legacy of legendary trader Jesse Livermore, discussing how his trading style and insights into behavioral finance remain relevant today. They also unpack the power of optimism in investing, even in the face of market volatility and sensational headlines. The conversation continues with Josh’s thoughts on building a sustainable advisory business, embracing the power of experience and networking at Future Proof, and the evolving nature of client engagement in today’s information-rich world. Listeners and views will also learn about Josh's challenging start in the business. Jay and Josh talk about some of the nonsense of being a broker in the 1990's. Josh also gives advisors some great advice on how to help clients deal with the market noise today. For financial advisors, Josh shares practical tips on managing client expectations and finding the right clientele, providing insight into how he built Ritholtz Wealth with a selective, values-driven approach. Tune in to gain valuable perspectives on building resilience in both investing and advisory practices. Grab a copy of Josh's new book: https://www.amazon.com/You-Werent-Supposed-See-That/dp/180409059X…
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Resilient Advisor

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 his latest book, The Soul of Wealth . Dr. Crosby begins by sharing his health journey, which began as a support effort for a friend and evolved into a structured plan focused on mindfulness and protein intake. This journey helped him realize the impact of mindful eating and the pitfalls of mindless snacking. Dr. Crosby explores themes from The Soul of Wealth , emphasizing how wealth can provide fulfillment if used with intention. They discuss concepts like the top regrets of the dying, where he reflects on how focusing on the temporary nature of life can lead to more meaningful choices. Another major theme in his book is social isolation, worsened by social media’s “empty-calorie” interactions, which create a sense of connection without true closeness. Additionally, Dr. Crosby highlights how intentional spending—on experiences, relationships, or self-fulfillment—can lead to lasting happiness. The episode concludes with Jay discussing how The Soul of Wealth can be used in financial advising, especially for clients who struggle with meaningful spending or transitioning to a decumulation phase. Dr. Crosby’s work is positioned as a resource to guide clients toward deeper fulfillment and intentional use of wealth. He recommends Amazon for purchasing his book, hoping it inspires readers to blend financial success with genuine life satisfaction. Learn about Resilient Advisor Coaching and Training: https://www.resilientadvisor.com…
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Resilient Advisor

1 JB O'Banion of Titleist Asset Management on RIA Stories 28:21
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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 access to top-tier clearing and custody, industry-leading technology and access to a team of investment professionals who specialize in securities analysis and portfolio management. Their business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. This is part of the RIA Stories series on the Resilient Advisor Podcast with Jay Coulter on FinancialAdvisor.TV.…
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Resilient Advisor

1 Shannon Spotswood of RFG Advisory on RIA Stories 1:07:15
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Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Download the Resilient Advisor RIA Due Diligence Guide: http://riastories.com…
George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business? This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/animal-farm-your-career-jay-coulter-cfp-cima--mmbce/…
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Resilient Advisor

1 Rob Sandrew of Integrated Partners on RIA Stories 1:08:29
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Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Rob Sandrew joins Jay Coulter on this episode of RIA Stories to share the opportunities available at his firm. Learn More: https://integrated-partners.com…
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Resilient Advisor

1 Ritik Malhotra of Savvy Wealth on RIA Stories 52:14
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Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast. Learn more about Savvy Wealth: https://www.savvywealth.com…
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Resilient Advisor

1 Jason Gordo of Modern Wealth on RIA Stories 42:42
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On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting. Learn more about Modern Wealth: https://www.modwm.com Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories…
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Resilient Advisor

This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.
Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.
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Resilient Advisor

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/
When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/…
What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/
This is the best framework for handling life's challenges I have ever come across. It is a mental model for grit and perseverance. Since we are in March Madness season, It is fitting that it came from Kara Lawson, the Duke Women's Basketball Head Coach. It is March Madness for those fans who get excited this time of year. How's your bracket doing? Mine's already toast the first weekend. The reason this time of year is so exciting for college basketball fans is the storylines and upsets. Lots of exciting upsets happen every year where the underdog miraculously beats the one, two, or three seed. The media focuses on these great stories and the proverbial Cinderella's. But what about the high -seeded losers of those games. Well, they get the chance to learn from these losses and these lessons transcend the court. Sports can be one of life's best educators. It's not just the winning, the hard work and the commitment that is needed. It's the losing and dealing with the adversity that comes with it. ESPN ran a story on Duke women's basketball coach, Kara Lawson, that caught my attention. Coach Lawson gave an impromptu speech to her team that luckily, someone recorded it. It's a 3 minute master class on mental resilience. Take a listen to this short clip. We all wait in life for things to get easier. Think in your own life if you waited for something to get easier. I just gotta get through this and then it'll be easy. I just gotta get through preseason and then it'll be OK. I've just gotta get through my junior year high school and then the classes are going to get easier. I've just gotta get to my spring and my senior year college is going to be easier. It's what we do. We wait for stuff to get easier. It will never get easier. What happens is you handle hard better. That's what happens. Most people think that it's going to get easier. Life is going to get easier. Basketball is going to get easier. School is going to get easier. It never gets easier. What happens is you become someone that handles hard stuff better. So that's a mental shift that has to occur in each of your brains. It has to. Because if you go around waiting for stuff to get easier in life, it's never gonna happen. Coach Larson's message of you become someone that handles hard stuff better is key. It's a mental shift. Don't wait for stuff to get easier. Losing is part of business, sports, and life. The key is how you handle it. Handle hard better. I hope you enjoyed this Saturday Note.…
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Resilient Advisor

1 Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks 56:57
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An advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life. Shawn has written a new book called The Advisor Transformation and in this episode we are going to learn his approach to creating an impactful vision for your business, optimizing operations and building a culture that sets you up for success Shawn Sparks is the Co-Founder of Triad Partners. Grab a FREE copy of the audio book and mention Jay Coulter sent you: https://theadvisortransformation.com/friend Grab a hard copy of the book here: https://a.co/d/fuHThBW Follow FinancialAdvisor.TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv © Resilient Advisor, LLC. All Rights Reserved…
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Resilient Advisor

Have you ever met someone who was very successful, but you know that they had not reached their potential? This Saturday Note may provide an interesting way to think about these high performers and their potential.
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Resilient Advisor

1 Modern Business Development Strategies with Kristin Andree 22:13
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In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing, client engagement, and client retention. Kristin also introduces the Advisor Academy, a program that helps financial advisors develop their business strategies. The key takeaway is to know your target market, find your unique value proposition, and engage and retain your clients through strategic and personalized approaches. Learn about The Academy For Financial Advisors: http://www.Academyforfinancialadvisors.com…
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Resilient Advisor

On this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.
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Resilient Advisor

1 Growing A Platform For Financial Planners | An Interview with Michael Kitces & Alan Moore 20:29
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Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a robust launching platform for serious financial planners eager to grow their businesses and charts the growth and trends they're observing within their network. Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV 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 © Resilient Advisor. All Rights Reserved…
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Resilient Advisor

A cancer diagnosis is life changing. Today Jay is blessed to be cancer free, but the journey of navigating surgery, scans, biopsy and recovery provided a new lens on life and business. In this episode he shares 5 lessons from his experience and a couple of tips on how he is approaching life today. 5 lessons Jay shares: The 3 most important things are Health, Wealth and Relationships. Remove toxic people and platforms from your life. Now. Determine if you have a business or a job. It is important. Pick the right spouse. Happiness in life is directly proportional to your choice in spouse. Period. The ghosts of regret are big nasty monsters. Slay them before you don't have time. 3 Life Tips Have zero tolerance for nonsense and fake people. Goals and specifically big goals are extremely important. Listen to your body. It could be telling you are under duress. Dr Fiyin Sokoya: https://www.wellstar.org/physicians/fiyin-sokoya-md Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV 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 Parotidectomy is the partial or complete removal of the parotid gland, and it may be indicated for a variety of reasons that can include inflammatory conditions, certain infectious processes, congenital malformations, and benign or malignant neoplasms. Lymphoma is a general term for cancers that start in the lymph system (the tissues and organs that produce, store, and carry white blood cells that fight infections). The two main kinds of lymphoma are— Hodgkin lymphoma, which spreads in an orderly manner from one group of lymph nodes to another.…
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Resilient Advisor

1 How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder 25:13
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In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three major benefits of leveraging these tools include providing consistent advice, marketing and client engagement and systematizing your client communication. For this episode, Jay Coulter interviews Michael Lecours who is a Financial Advisor and Co-founder of fpPathfinder, a company he started with Michael Kitces. Learn more about fpPathfinder by visiting https://www.fppathfinder.com . THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: Without simple systems, your business will always be in a state of chaos…after implementing the Resilient Advisor framework you will become hyper-focused, clear on your value, confident in your ability to grow and free to build your ideal life. LEARN MORE BY VISITING: https://www.resilientadvisor.com Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV 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 © Resilient Advisor, LLC. All Rights Reserved…
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Resilient Advisor

1 How Can Financial Advisors Better Communicate with Clients? 21:38
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How can Financial Advisors better communicate with clients? The team at YCharts recently conducted a survey that yielded some very interesting results. Connor Kitko joins Jay Coulter for this episode of Resilient Advisor to share their findings. Download a copy of the report by visiting go.ycharts.com/clientcomms . Sponsored by The Independence Incubator and Resilient Advisor Coaching Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV 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 © Resilient Advisor, LLC. All Rights Reserved…
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Resilient Advisor

1 How To Launch Your Own ETF with Wes Gray of Alpha Architect 30:05
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How do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these questions. If you have ever considered launch an ETF, this is the show for you! SHOW SPONSOR: The Independence Incubator from Resilient Advisor. Discrete and proven guidance to finding independence. Learn more: https://www.independenceincubator.com Connect with Wes Gray and Alpha Architect: Website: https://alphaarchitect.com Twitter: https://twitter.com/alphaarchitect YouTube: https://www.youtube.com/channel/UCAAsCF_TbSpAjNBplgkPAfw/featured About Wes Gray: After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv TikTok: https://www.tiktok.com/@financialadvisortv 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 Produced by Resilient Digital Media © Financial Advisor TV, LLC. All Rights Reserved…
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Resilient Advisor

Jamie Hopkins of Carson Wealth comes on this episode of The Resilient Advisor Show with Jay Coulter. They discuss Jamie's new book, Find Your Freedom: Financial Planning for a Life on Purpose as well as a few other industry topics that Financial Advisors need to be watching. SHOW SPONSOR: Have you thought about making the move to independence? THE INDEPENDENCE INCUBATOR from Resilient Advisor provides a proven roadmap to help advisors understand all of their options. Learn more by visiting https://www.independenceincubator.com ++ Grab a copy of Jamie's new book here: https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846 About Jamie Hopkins: Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University’s Heider College of Business. A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today. He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys. Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTV Twitter: https://twitter.com/finadvisortv TikTok: https://www.tiktok.com/@financialadvisortv 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 Produced by Resilient Digital Media © Financial Advisor TV, LLC. All Rights Reserved…
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