Resilient Advisor Podcast

Straight talk for independent advisors on growth, technology, and firm value | Hosted by @sjaycoulter
Disclosures:

[Jay Coulter @sjaycoulter]

Inside @altruist's Hazel Financial Planning Agent | Resilient Advisor Podcast | Sponsored by @titleistasset https://t.co/AWkmPlR8Yq

[Resilient Advisor Podcast @resilientadvsr]

🔵Struggling with client conversations?
▶️This framework could be helpful.
@sjaycoulter

https://t.co/lixhnQufCS

[Resilient Advisor Podcast @resilientadvsr]

CRM + AI is no longer optional. It’s the new mandate for advisors.

If you're not capturing what clients really care about—family, career, lifestyle—you’re missing the point.

👉 Watch @Pareto_Systems Duncan MacPherson and @sjaycoulter break it down in this clip.

[Jay Coulter @sjaycoulter]

Are you open-minded at work?
I personally have to work at it as I know I am stubborn!
➡️This week I was reminded of why it is important and found a lesson from one of the most successful business leaders our country has produced.
🔗https://t.co/rYLh2n0nzG

[Resilient Advisor Podcast @resilientadvsr]

Health + Wealth + Relationships

[Jay Coulter @sjaycoulter]

Parenting is difficult. My kids mock me...a lot. One thing that I have always told them: Health, Wealth and Relationships are what matters in life.
▶️This week I realized that I am not maximizing one of them...
https://t.co/a1z3d13aXn

[Jay Coulter @sjaycoulter]

Honored to join the judging panel for @ThinkAdvisor 2025 Luminaries Awards.

This program recognizes the firms and individuals redefining excellence in financial services.

There really are a lot of very good firms and operators out there. This has been a fun and educational process.

Winners will be announced at the New York Hilton Midtown on December 4—and I can’t wait to celebrate the impact our industry’s leaders are making.

🔵 Learn more about the awards program: https://t.co/1Wyh0nA6WN

hashtag#TALuminaries

[Jay Coulter @sjaycoulter]

This is why your marketing is ineffective. Manish nails it.

[Resilient Advisor Podcast @resilientadvsr]

🔵Struggling with client conversations?
▶️This framework could be helpful.
@sjaycoulter

https://t.co/lixhnQtHNk

[Jay Coulter @sjaycoulter]

Live: Managing Market Risk and Marketing with Manish Khatta on the Resilient Advisor Podcast #YourBusinessYourWay https://t.co/UMickFBQXm

[Jay Coulter @sjaycoulter]

In my late 20s I reached a crossroad...I knew it was time to settle down.
➡️An old Financial Advisor gave me some advice that changed my life.
https://t.co/krGO7YnuWr

[Jay Coulter @sjaycoulter]

The Future of AI and Financial Advisor Marketing
🎦Today at 2.00 EST
⏺️Link: https://t.co/M6Fau4I6yg

@angelgonzalez
@SnappyKraken

[Jay Coulter @sjaycoulter]

Live Workshop: Advisor AI Lab with David Ortiz https://t.co/LGuYurAzVS

[Resilient Advisor Podcast @resilientadvsr]

CRM + AI is no longer optional. It’s the new mandate for advisors.

If you're not capturing what clients really care about—family, career, lifestyle—you’re missing the point.

👉 Watch @Pareto_Systems Duncan MacPherson and @sjaycoulter break it down in this clip.

[Jay Coulter @sjaycoulter]

1. I would be terrified to have @kendrarockslife & @DefineFinancial dissect my marketing. They are very good at it!
2. I re-learned how important Storytelling is to marketing.
3. You need to fully automate your email sequence. (The jab-jab-jab-right hook method from Gary V)
4. Taylor suggested Sandcastles to help with short form videos. (https://t.co/BiFIi8ooBw)
5. Kendra: Test different CTAs

@rebel_agency
@SnappyKraken
@resilientadvsr

[Resilient Advisor Podcast @resilientadvsr]

🔵Struggling with client conversations?
▶️This framework could be helpful.
@sjaycoulter

https://t.co/lixhnQufCS

[Jay Coulter @sjaycoulter]

In grad school, my 70-year-old professor said:

🗣️ “The day you say you’re too old for new tech is the day the countdown to your career’s end begins.”

That was 20 years ago. The clock runs faster now.

Adapt or get run over. 👊

[Jay Coulter @sjaycoulter]

🗒️This week's Saturday Note: Is there anything that you were deeply convicted about, but most people thought you were foolish in your thinking? Did you stand your ground or follow the crowd?
https://t.co/JEewd4LOzm

[Jay Coulter @sjaycoulter]

CRM + AI is no longer optional. It’s the new mandate for advisors.

If you're not capturing what clients really care about—family, career, lifestyle—you’re missing the point.

Document. Leverage. Deepen relationships.

👉 Watch @Pareto_Systems Duncan MacPherson break it down in this clip from the @resilientadvsr Show

[Jay Coulter @sjaycoulter]

🚨 New Podcast Drop: How Top Advisors Are Using AI to Scale Faster & Work Less

🎙️ w/ @Duncan8020
📄 17 Real AI Use Cases
💡 Actionable. Tactical. No fluff.
⏬ Download the paper: https://t.co/epNwde5Z1J

👇 Key Moments:
00:00 – Why AI is no longer optional
05:11 – “Shopping cart vs. hourglass” time analogy
14:12 – AI prepping for $65M prospect meeting
20:05 – Role–Goal–Soul: AI Prompting Framework
24:10 – Turn your client process into IP
30:28 – CRM + AI = Advisor Superpower
38:55 – AI’s impact on enterprise value

@resilientadvsr Podcast

[Jay Coulter @sjaycoulter]

Financial Advisors: How do you generate meaningful referrals?
🎙️I sat down with @ProudMouth_ Co-founder @MattHalloran_ 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. Learn more here: https://t.co/WC7xcYZSfT

00:00 Introduction to Generating Referrals
00:32 Welcome and Guest Introduction
01:17 The Changing Landscape of Referrals
03:01 Building a Personal Brand
04:04 Creating Consistent Content
05:27 Technology Recommendations for Advisors
07:53 Overcoming Imposter Syndrome
10:54 Modern Referral Systems
13:28 Free Strategy Sessions with Matt Halleran
16:28 Content Marketing Insights
18:28 The Inspiration Behind the Book
19:35 Personal Stories and Family Motivation
20:22 Challenges with Listening and Active Listening
21:25 Discussing Mental Health: Depression and Anxiety
26:04 The Five Types of Communicators
31:56 Introducing the Proud Mouth Influence Academy
35:17 Conclusion and Final Thoughts

Follow Jay Coulter & @resilientadvsr:

YouTube: https://t.co/sHOjvz6cxc
LinkedIn: https://t.co/26qA6hYWUe
Instagram: https://t.co/daigB0zTb3
TikTok: https://t.co/FnOMzU7UVS

Learn more about Resilient Advisor: https://t.co/U3Y0rntspW

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