Resilient Advisor Podcast

Feel, Fit, Financials: How Advisors Protect Their Practice

10 Feb 2026

Contributed by Lukas

Rich Landi of BridgeMark Strategies joins Jay Coulter to explain the "feel, fit, financials" framework for advisor transitions. Learn why you must req...

The University Pipeline & Hiring Young Planners | EP268

03 Feb 2026

Contributed by Lukas

Nathan Harness (Texas A&M) and Jay Coulter explore why hiring the next generation is the industry's biggest problem and how universities, internships,...

Understanding Bitcoin's Role in Modern Portfolios with Matt Hougan of Bitwise | EP266

09 Dec 2025

Contributed by Lukas

In this episode of the Resilient Advisor Podcast, Jay Coulter speaks with Matt Hogan, Chief Investment Officer at Bitwise, about the rising importance...

Unlocking Wealth: Strategies for Advisors to Impact Business Owners | EP265

02 Dec 2025

Contributed by Lukas

Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challe...

Helping Couples Navigate Money Together with Douglas & Heather Boneparth | EP264

25 Nov 2025

Contributed by Lukas

Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial...

How Financial Advisors Can Build a YouTube Presence That Drives Growth | EP263

11 Nov 2025

Contributed by Lukas

Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing. In this episode: The mindset that rem...

Simplify Your Marketing to Scale Your Firm with Kendra Wright | EP262

04 Nov 2025

Contributed by Lukas

Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, ...

Strength Beyond Survival: Insights on Resilience with Tina Powell of Intention.ly | EP261

28 Oct 2025

Contributed by Lukas

🎙️ What Does It Really Mean to Be Resilient? Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits do...

How to Drive Organic Growth with AI | Eden Ovadia, CEO of Finny | EP260

22 Oct 2025

Contributed by Lukas

Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build fo...

Building the Enterprise RIA with Jay Coulter, CEO of Titleist Asset Management | EP259

15 Oct 2025

Contributed by Lukas

 In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence th...

How to Build a $1B RIA Quickly with Jason Wenk, Altruist CEO | EP258

07 Oct 2025

Contributed by Lukas

AI and Advisor Growth with Jason Wenk At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar pr...

Crypto Without The Chaos with Tyrone Ross | EP257

30 Sep 2025

Contributed by Lukas

Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate ...

Does AI Help With Client Outcomes with Parker Ence from Jump.AI | EP256

26 Sep 2025

Contributed by Lukas

Is AI a threat to financial advisors—or the ultimate "Iron Man suit" for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to e...

Managing Market Risk and Marketing with Manish Khatta

18 Sep 2025

Contributed by Lukas

In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every...

Creating a Standout Culture with Darci Smith

05 May 2025

Contributed by Lukas

In today's competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay ...

Actionable AI Strategies for Advisors with Duncan MacPherson

11 Apr 2025

Contributed by Lukas

What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That's n...

How Financial Advisors Can Increase Referrals with Matt Halloran

02 Apr 2025

Contributed by Lukas

In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for...

Revisiting Dual Momentum Investing with Gary Antonacci

25 Mar 2025

Contributed by Lukas

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 Antonacc...

How To Discuss The Markets With Worried Clients

14 Mar 2025

Contributed by Lukas

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...

How To Listen When Markets Speak with Larry McDonald

16 Nov 2024

Contributed by Lukas

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 c...

You Weren't Supposed To See That with Josh Brown

01 Nov 2024

Contributed by Lukas

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...

The Soul of Wealth with Dr. Daniel Crosby

26 Oct 2024

Contributed by Lukas

In this episode of The Resilient Advisor Show, Jay Coulter interviews Dr. Daniel Crosby, the Chief Behavioral Officer at Orion, discussing a wide arr...

JB O'Banion of Titleist Asset Management on RIA Stories

01 Jul 2024

Contributed by Lukas

This episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors tr...

Shannon Spotswood of RFG Advisory on RIA Stories

20 Jun 2024

Contributed by Lukas

Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what t...

Animal Farm and Your Career

01 Jun 2024

Contributed by Lukas

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 hu...

Rob Sandrew of Integrated Partners on RIA Stories

25 May 2024

Contributed by Lukas

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business buildin...

Ritik Malhotra of Savvy Wealth on RIA Stories

17 May 2024

Contributed by Lukas

Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurtur...

Jason Gordo of Modern Wealth on RIA Stories

25 Apr 2024

Contributed by Lukas

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...

The Lieutenant Rowan Mindset

20 Apr 2024

Contributed by Lukas

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...

Pick Up The Phone

13 Apr 2024

Contributed by Lukas

Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently...

Failure, Sales & Money Market Risk

11 Apr 2024

Contributed by Lukas

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/714665726...

Lessons From A Legend

06 Apr 2024

Contributed by Lukas

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 ...

Assumptions and Donkeys

30 Mar 2024

Contributed by Lukas

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: http...

Handle Hard Better

23 Mar 2024

Contributed by Lukas

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 Mar...

Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks

21 Mar 2024

Contributed by Lukas

An advisor's professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My ...

Knowers vs Learners - The Saturday Note

16 Mar 2024

Contributed by Lukas

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 interesti...

Modern Business Development Strategies with Kristin Andree

14 Mar 2024

Contributed by Lukas

In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services indus...

Ideas on Change, Service and AI

07 Mar 2024

Contributed by Lukas

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 c...

Growing A Platform For Financial Planners | An Interview with Michael Kitces & Alan Moore

09 Oct 2023

Contributed by Lukas

Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing...

Lessons from a Cancer Diagnosis

10 Apr 2023

Contributed by Lukas

A cancer diagnosis is life changing. Today Jay is blessed to be cancer free, but the journey of navigating surgery, scans, biopsy and recovery provide...

How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder

10 Feb 2023

Contributed by Lukas

In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three majo...

How Can Financial Advisors Better Communicate with Clients?

31 Jan 2023

Contributed by Lukas

How can Financial Advisors better communicate with clients? The team at YCharts recently conducted a survey that yielded some very interesting results...

How To Launch Your Own ETF with Wes Gray of Alpha Architect

02 Dec 2022

Contributed by Lukas

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 wi...

Find Your Freedom with Jamie Hopkins

22 Nov 2022

Contributed by Lukas

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:...

The Most Interesting Advisor in the World

24 Oct 2022

Contributed by Lukas

Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, ...

The Common Denominator of Success

18 Oct 2022

Contributed by Lukas

In 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called 'The Common De...

The Digital Detox

06 Oct 2022

Contributed by Lukas

Have you ever felt that social media and email are wearing you down? Jay did, so he took a week off from digital platforms and learned a lot. He share...

Delivering Tax Alpha with Todd Mackay of Avantax

17 Aug 2022

Contributed by Lukas

How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss wh...

The Future of WealthTech with Dr. Vinay Nair

09 Aug 2022

Contributed by Lukas

Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech. About Vinay: Dr. Vinay Nair is the Founder...

Financial Psychology Conversations with Dr. Preston Cherry

25 Jul 2022

Contributed by Lukas

Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology. This show is sponsored by SHIFT: https://humanfirst.liv...

Leveraging Voice To Engage Clients and Build Trust with Emily Binder

28 Jun 2022

Contributed by Lukas

Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engag...

Crypto Office Hours with Tyrone Ross & Jay Coulter

23 Jun 2022

Contributed by Lukas

If there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coul...

I Am Sorry - An apology to my audience

27 May 2022

Contributed by Lukas

The Resilient Advisor Show has been my baby for half a decade. It has helped me build trust and an audience of serious financial advisors who are look...

PTLC: The Pacer Trendpilot US Large Cap ETF with Sean O'Hara on ETF Stories

18 May 2022

Contributed by Lukas

Sean O'Hara comes on the Resilient Advisor Show to discuss the Pacer Trendpilot US Large Cap ETF (PTLC). This is part of the ETF Stories series on the...

March Blockchain Report with Dan Weiskopf

06 Apr 2022

Contributed by Lukas

This is the March 2022 edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's tho...

iUSA: The Amberwave Invest USA JSG ETF Story with Dan Katz

21 Mar 2022

Contributed by Lukas

iUSA is organized around the concept of jobs, security and growth or said better, JSG investing. Jay Coulter interviews Dan Katz for this episode of E...

How To Successfully Run A Virtual Practice with Derek Notman

14 Mar 2022

Contributed by Lukas

Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for...

February Blockchain Report with Dan Weiskopf

09 Mar 2022

Contributed by Lukas

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the February 2022 Blockchain Report. THIS SHOW IS SPONSORED BY ...

EMFQ: The Emerging Markets FinTech ETF on ETF Stories

04 Mar 2022

Contributed by Lukas

Could the FinTech market be a major driver of Emerging Markets? How could investors allocate to this sector? Jane Edmondson of EQM Indexes comes on ET...

Hedging Strategies with ETFs with Connor Kitko of YCharts & Jay Coulter

23 Feb 2022

Contributed by Lukas

ETFs are fantastic precision tools for portfolio diversification. They are also incredibly useful as a hedging tool. On this episode of Resilient Advi...

How Advisors Can Grow With Video with Katie Braden & Jay Coulter

14 Feb 2022

Contributed by Lukas

Today the most engaging form of client communication and marketing is video. Most advisors struggle with how to best use video or even get started. In...

January Blockchain Report with Dan Weiskopf

07 Feb 2022

Contributed by Lukas

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the January 2022 Blockchain Report. Subscribe to the Blockchain...

EOPS - The Emles Alpha Opportunities ETF on ETF Stories

31 Jan 2022

Contributed by Lukas

Nathan Miller of Emles Advisors joins Jay Coulter for this episode of ETF Stories. They discuss the Emles Alpha Opportunities ETF, symbol EOPS. Learn ...

The Blockchain Report with Dan Weiskopf & Jay Coulter - December 2021

19 Jan 2022

Contributed by Lukas

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the December Blockchain Report. Subscribe to the Blockchain Mon...

The Future of Advice with Tony Davidow

27 Dec 2021

Contributed by Lukas

Industry veteran Tony Davidow comes on The Resilient Advisor Show with Jay Coulter to discuss his new book, 'Goals-based Investing', and share his fra...

Elevating Your Value With Trusts & Wills with Andres Mazabel

20 Dec 2021

Contributed by Lukas

For Financial Advisors, increasing the value that you bring to clients is incredibly important in this environment of fee compression we are in. In th...

Investment Spotlight: Home Bistro with Zalmi Duchman

13 Dec 2021

Contributed by Lukas

On this episode of The Investment Spotlight Show, Home Bistro CEO Zalmi Duchman sits down with Jay Coulter and Chris Versace to share is thoughts on h...

ETF Stories: LUXE - The Emles Luxury Goods ETF

08 Dec 2021

Contributed by Lukas

Should investors consider luxury goods as a distinct consumer category for portfolio construction? Eric Qian comes on ETF Stories to make the case and...

How DAOs Will Empower Financial Advisors With Adam Blumberg

01 Dec 2021

Contributed by Lukas

Adam Blumberg, Co-Founder of Interaxis, comes on The Resilient Advisor Show with Jay Coulter to explain what a DAO (Decentralized Autonomous Organizat...

November Blockchain Report with Dan Weiskopf

29 Nov 2021

Contributed by Lukas

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the November Blockchain Report. Subscribe to the Blockchain Mon...

Partnering With The Right TAMP with Colin Falls of GeoWealth

24 Nov 2021

Contributed by Lukas

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 GeoWe...

M&A Trends & Advisor Marketing with Patrick Brewer

22 Nov 2021

Contributed by Lukas

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 res...

The Cost of Underestimating Technological Disruption With David Barse of XOUT Capital

15 Nov 2021

Contributed by Lukas

David Barse comes on Resilient Advisor with Jay Coulter to share the findings from a recent paper on 'The Cost of Underestimating Technological Disrup...

Macro Outlook with Lenore Hawkins

08 Nov 2021

Contributed by Lukas

Lenore Hawkins joins Jay Coulter on The Resilient Advisor Show to discuss what she is seeing in the macroeconomy.  Follow Lenore Hawkins: --Twitter: ...

ETF Stories: BNDD, The Quadratic Deflation ETF with Nancy Davis

01 Nov 2021

Contributed by Lukas

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 ...

Why Advisors Need To Understand Bitcoin with Ric Edelman

25 Oct 2021

Contributed by Lukas

Ric Edelman joins Jay Coulter on this episode of the Resilient Advisor Show to discuss why understanding Bitcoin and Digital Assets is so important fo...

Investment Spotlight: Mindset Pharma with James Lanthier

18 Oct 2021

Contributed by Lukas

Mindset Pharma is a biotechnology company developing medications and synthesis processes for the medical psychedelic market. On this episode of The In...

Investment Spotlight on Optimi Health

01 Oct 2021

Contributed by Lukas

On this episode of the Investment Spotlight Series, Jay Coulter and Chris Versace interview two members of the leadership team at Optimi Health. JJ Wi...

Investing In Wine: A True Alternative Investment with Anthony Zhang of Vinovest

29 Sep 2021

Contributed by Lukas

Have you ever considered wine as an investable asset? Today both investors and financial advisors are able to allocate to this alternative asset class...

FinTech Series with Adam Holt of Asset-Map

27 Sep 2021

Contributed by Lukas

Adam Holt comes on The Resilient Advisor Show with Jay Coulter to discuss how financial advisors can leverage technology to deliver better client resu...

The RPAR Story with Damien Bisserier & Alex Shahidi

06 Sep 2021

Contributed by Lukas

Is now the time to consider Risk Parity in your portfolio? Damien Bisserier & Alex Shahidi are Co-CIO's at Evoke Advisors, the team that powers the RP...

The Changing Landscape of ETF Distribution with Jillian DelSignore of FLX Distribution

02 Sep 2021

Contributed by Lukas

Jillian DelSignore joins Jay Coulter on The Resilient Advisor Show to discuss a recent report that she co-authored on changes in the ETF industry. Fol...

July Blockchain Report with Dan Weiskopf of Toroso Investments

30 Aug 2021

Contributed by Lukas

Portfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report. Grab your copy here: https://www.blok-chain-monthly.com  

August Risk On - Risk Off with Michael Gayed

27 Aug 2021

Contributed by Lukas

Jay Coulter interviews Michael Gayed for this installment of their monthly Risk On - Risk Off Show. Michael is a Portfolio Manager at Toroso Investmen...

The Pro Bono Planning Movement with Jon Dauphiné

13 Aug 2021

Contributed by Lukas

Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement. Later in the show, ...

Dasarte Yarnway's Story: How I Serve

11 Aug 2021

Contributed by Lukas

Dasarte Yarnway, Founder of Berknell Financial Group & Head of Community at Altruist, tells his story and discusses how he serves his clients and comm...

July Risk On or Risk Off with Michael Gayed

09 Aug 2021

Contributed by Lukas

Jay Coulter interviews Portfolio Manager Michael Gayed for this instaliment of their monthly Risk On - Risk Off Report. Connect With Michael Gayed: Ne...

Investment Spotlight: The Alkaline Water Company CEO Ricky Wright

06 Aug 2021

Contributed by Lukas

The Alkaline Water Company CEO Ricky Wright comes on the Investment Spotlight series on Resilient Advisor with Jay Coulter and Chris Versace. To learn...

ETF Stories: BLOK - A Blockchain Story with Mike Venuto

02 Aug 2021

Contributed by Lukas

Mike Venuto Comes on ETF Stories to talk about the Amplify ETFs Transformational Data Sharing BLOK ETF.   Learn more about the series and other...

RIAs & Life Insurance Solutions - Bridging The Gap With David Stone

30 Jul 2021

Contributed by Lukas

David Stone of RetireOne comes on The Resilient Advisor Show to discuss how insurance solutions have evolved to meet the changing needs of the RIA com...

Blockchain Report with Dan Weiskopf

29 Jul 2021

Contributed by Lukas

This is the first edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts o...

Comparing Portfolio Rebalancing Strategies with YCharts

21 Jul 2021

Contributed by Lukas

Connor Kitko, Product Marketing Manager at YCharts, comes on the show to talk about comparing portfolio rebalancing strategies. YCharts Report "Compar...

DTOX Cleaner Living ETF: ETF Stories

08 Jul 2021

Contributed by Lukas

Chris Versace & Lenore Hawkins of Tematica Research come on ETF Stories to talk about the new Amplify ETFs Cleaner Living ETF $DTOX. Learn more about ...

Risk On - Risk Off with Michael Gayed

06 Jul 2021

Contributed by Lukas

Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens. Connect With Michael Gayed: -- Newslet...

The Ryan Schrift Story: How I Serve

29 Jun 2021

Contributed by Lukas

Ryan Schrift of R.J. Schrift Private Asset Management comes on the Resilient Advisor series How I Serve to talk about the methods and platforms he use...

Investing In Cybin With Doug Drysdale - Investment Spotlight

24 Jun 2021

Contributed by Lukas

Cybin CEO Doug Drysdale joins Jay Coulter and Chris Versace for this installment of the Investment Spotlight Series from Resilient Advisor. Learn More...

Tim Seymour on the Cannabis Investment Opportunity ($CNBS) - ETF Stories

22 Jun 2021

Contributed by Lukas

Macro Trends with Lenore Hawkins

18 Jun 2021

Contributed by Lukas

Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.

Investment Spotlight with Chris Olson of The Media Trust

14 Jun 2021

Contributed by Lukas

About Chris Olson: Chris Olson founded The Media Trust with a goal to transform the internet experience by creating better digital ecosystems to gover...

Fearless Investing & Fintech Adoption with Aaron Klein

10 Jun 2021

Contributed by Lukas

Aaron Klein is the Co-Founder and CEO of Riskalyze and one of the strongest advisor advocates in the industry. He comes on the Resilient Advisor Show ...