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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://podcastplayer.com/legal.
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Building the Enterprise RIA with Jay Coulter, CEO of Titleist Asset Management

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Manage episode 513813339 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://podcastplayer.com/legal.

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-equity-free matters for advisors who want to build equity in their own business.

You’ll Learn:

  • The Enterprise RIA model — and how it differs from traditional aggregators

  • How AI and human service combine inside the TAM360 Platform

  • The cultural principles guiding Titleist’s growth

  • How to evaluate firms for true independence and transparency

🎧 Listen and learn how to build a firm that lasts — serving 20,000 families and empowering 100 advisors to own their future.

Learn more: JoinTitleist.com

  continue reading

267 episodes

Artwork
iconShare
 
Manage episode 513813339 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://podcastplayer.com/legal.

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-equity-free matters for advisors who want to build equity in their own business.

You’ll Learn:

  • The Enterprise RIA model — and how it differs from traditional aggregators

  • How AI and human service combine inside the TAM360 Platform

  • The cultural principles guiding Titleist’s growth

  • How to evaluate firms for true independence and transparency

🎧 Listen and learn how to build a firm that lasts — serving 20,000 families and empowering 100 advisors to own their future.

Learn more: JoinTitleist.com

  continue reading

267 episodes

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