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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
By Jay Coulter, CFP®, CIMA®4.6
3131 ratings
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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