Best Financialadvisorpodcast Podcasts (2025)

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Helping Couples Navigate Money Together with Douglas & Heather Boneparth | EP264 56:55

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26m ago56:55

56:55

Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes. What You'll Learn: How money scripts shape client beh…

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How Financial Advisors Can Build a YouTube Presence That Drives Growth | EP263 54:43

2d ago54:43

54:43

Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing. In this episode: The mindset that removes fear from marketing Building a YouTube strategy around consistency Tools that make high-quality video simple Turning clients into lifelong fans Sponsored by the Titleist Advisor Network: Learn how …

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Simplify Your Marketing to Scale Your Firm with Kendra Wright | EP262 1:00:23

7d ago1:00:23

1:00:23

Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, focus on one channel, and build scalable growth systems that convert trust into clients. What You'll Learn: The least amount of marketing you need to grow How to pick your best-fit marketing channel W…

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Strength Beyond Survival: Insights on Resilience with Tina Powell of Intention.ly | EP261 50:18

28d ago50:18

50:18

🎙️ What Does It Really Mean to Be Resilient? Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits down with Tina Powell, Partner at Intentionly, industry thought leader, and cancer survivor. Together, they explore the true meaning of resilience when life challenges you beyond the realm of business and personal …

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How to Drive Organic Growth with AI | Eden Ovadia, CEO of Finny | EP260 40:10

20d ago40:10

40:10

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 focus, and grow authentically. What You'll Learn: Why most firms overestimate organic growth How AI helps identify high-propensity prospects The importance of niche and focus in scaling Ways to humanize…

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Building the Enterprise RIA with Jay Coulter, CEO of Titleist Asset Management | EP259 37:47

1M ago37:47

37:47

In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence through operational excellence, AI-enabled innovation, and long-term freedom. Coulter discusses the firm's evolution from aggregator to enterprise, the role of the TAM360 Platform, and why staying private…

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How to Build a $1B RIA Quickly with Jason Wenk, Altruist CEO | EP258 48:33

1M ago48:33

48:33

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 private practice in 3 years without any employees.' That is a statement we need to break down! Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and A…

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Crypto Without The Chaos with Tyrone Ross | EP257 51:27

2M ago51:27

51:27

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 digital assets into your practice—without the hype or headaches. Topics of discussion include debunking client myths about Bitcoin (it's not just a "bubble"!), turning market volatility into trust-bui…

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Does AI Help With Client Outcomes with Parker Ence from Jump.AI | EP256 45:45

2M ago45:45

45:45

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 explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver better client outcomes, save hours of admin time, and wi…

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Managing Market Risk and Marketing with Manish Khatta 37:09

2M ago37:09

37:09

In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing. Manish is known for his no-nonsense approach to portfolio management and advisor communication. From navigating today's volatile markets to b…

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Creating a Standout Culture with Darci Smith 27:53

7M ago27:53

27:53

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 collaborat…

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Actionable AI Strategies for Advisors with Duncan MacPherson 41:13

8M ago41:13

41:13

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 actionab…

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How Financial Advisors Can Increase Referrals with Matt Halloran 35:38

8M ago35:38

35:38

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 prac…

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Revisiting Dual Momentum Investing with Gary Antonacci 23:03

8M ago23:03

23:03

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 t…

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How To Discuss The Markets With Worried Clients 6:19

8M ago6:19

6:19

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 conf…

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How To Listen When Markets Speak with Larry McDonald 43:06

12M ago43:06

43:06

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. Larr…

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You Weren't Supposed To See That with Josh Brown 41:59

1y ago41:59

41:59

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…

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The Soul of Wealth with Dr. Daniel Crosby 37:38

1y ago37:38

37:38

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 st…

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JB O'Banion of Titleist Asset Management on RIA Stories 28:21

1+ y ago28:21

28:21

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 an…

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Shannon Spotswood of RFG Advisory on RIA Stories 1:07:15

1+ y ago1:07:15

1:07:15

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. Downl…

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Animal Farm and Your Career 5:40

1+ y ago5:40

5:40

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/…

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Rob Sandrew of Integrated Partners on RIA Stories 1:08:29

1+ y ago1:08:29

1:08:29

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, Integra…

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Ritik Malhotra of Savvy Wealth on RIA Stories 52:14

1+ y ago52:14

52:14

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 Resil…

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Jason Gordo of Modern Wealth on RIA Stories 42:42

1+ y ago42:42

42:42

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…

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The Lieutenant Rowan Mindset 4:04

1+ y ago4:04

4:04

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.

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Pick Up The Phone 1:38

1+ y ago1:38

1:38

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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Failure, Sales & Money Market Risk 9:48

1+ y ago9:48

9:48

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/

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Lessons From A Legend 6:57

1+ y ago6:57

6:57

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/…

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Assumptions and Donkeys 3:17

1+ y ago3:17

3:17

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/By Jay Coulter

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Handle Hard Better 2:26

1+ y ago2:26

2:26

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? …

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Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks 56:57

1+ y ago56:57

56:57

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 Transf…

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Knowers vs Learners - The Saturday Note 3:38

1+ y ago3:38

3:38

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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Modern Business Development Strategies with Kristin Andree 22:13

1+ y ago22:13

22:13

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…

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Ideas on Change, Service and AI 7:34

1+ y ago7:34

7:34

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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Growing A Platform For Financial Planners | An Interview with Michael Kitces & Alan Moore 20:29

2y ago20:29

20:29

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 plan…

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Lessons from a Cancer Diagnosis 9:52

2+ y ago9:52

9:52

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 a…

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How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder 25:13

3y ago25:13

25:13

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 …

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How Can Financial Advisors Better Communicate with Clients? 21:38

3y ago21:38

21:38

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 Incu…

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How To Launch Your Own ETF with Wes Gray of Alpha Architect 30:05

3y ago30:05

30:05

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 …

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Find Your Freedom with Jamie Hopkins 21:23

3y ago21:23

21:23

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 …

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The Most Interesting Advisor in the World 20:11

3y ago20:11

20:11

Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, he share is approach to marketing, planning and living life to the fullest. SHOW SPONSOR: The Independence Incubator from Resilient Advisor. A customized approach for advisors transitioning to indepen…

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The Common Denominator of Success 13:47

3y ago13:47

13:47

In 1940, at the National Association of Life Underwriters annual convention in Philadelphia, Albert E.N. Gray delivered a speech called 'The Common Denominator of Success.' Though it was written for life insurance professionals of an age gone by, its message is equally well suited to anyone who seeks success today. In a world where selfies with Lam…

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The Digital Detox 9:00

3y ago9:00

9:00

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 shares his experience in this episode of The Resilient Advisor. If you are considering going independent, don't do it alone. Learn how The Independence Incubator can provide you with fiduciary level guidan…

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Delivering Tax Alpha with Todd Mackay of Avantax 19:13

3+ y ago19:13

19:13

How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to discuss why tax-centric financial advisors are uniquely positioned amid market volatility. Learn More about Avantax Wealth Management: Website: https://www.avantax.com/for-your-wealth-planning/wealth-management…

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The Future of WealthTech with Dr. Vinay Nair 21:55

3+ y ago21:55

21:55

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 and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business s…

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Financial Psychology Conversations with Dr. Preston Cherry 22:52

3+ y ago22:52

22:52

Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology. This show is sponsored by SHIFT: https://humanfirst.live Books Mentioned: CFP Board's Book on The Psychology of Financial Planning: https://www.cfp.net/news/2022/04/cfp-board-releases-six-part-book-on-psychology-of-financial-planning Daniel Crosby: The Be…

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Leveraging Voice To Engage Clients and Build Trust with Emily Binder 25:15

3+ y ago25:15

25:15

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 engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.By Jay Coulter

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Crypto Office Hours with Tyrone Ross & Jay Coulter 32:27

3+ y ago32:27

32:27

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 Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto …

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I Am Sorry - An apology to my audience 7:56

3+ y ago7:56

7:56

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 looking for the strategies that the most successful advisors are using today. I need to apologize to my audience as I have let the focus and quality slip as we have built out our different sub-series and …

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PTLC: The Pacer Trendpilot US Large Cap ETF with Sean O'Hara on ETF Stories 18:38

3+ y ago18:38

18:38

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 show. Learn more about the PTLC ETF: https://www.paceretfs.com Learn more about the series and other interesting ETFs: www.etfstories.com Follow Financial Advisor TV™ on Social: YouTube: https://www.…