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.

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Website: https://www.jaycoulter.com

Learn more about Resilient Advisor: http://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

#resilientadvisor #resilientlife #financialadvisor #financialadvisorpodcast

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 actionable strategies from his groundbreaking new white paper: “AI for the Financial Professional.”

Duncan breaks down how advisors can leverage AI to:

• Systematize client experiences

• Create proprietary intellectual property

• Enhance CRM usage

• Boost productivity and free up time

• Maximize enterprise value and build a practice that lasts

This conversation isn’t about theory — it’s a tactical, step-by-step roadmap for forward-thinking financial professionals.

📥 Download the White Paper: ParetoSystems.com

Timestamps:

• 00:00 – Why AI is the next frontier for advisors

• 01:08 – Meet Duncan MacPherson & the new white paper

• 03:02 – Why AI adoption is no longer optional

• 05:11 – Liberating your time with the “hourglass vs shopping cart” analogy

• 07:42 – Staying current: AI resources advisors should follow

• 10:30 – How AI helped during a personal crisis

• 14:12 – How AI is reshaping high-stakes client meetings

• 16:10 – Prepping for high-net-worth prospects using prompts

• 17:34 – AI as a productivity tool, not a threat

• 20:05 – Role–Goal–Soul: A framework for better AI prompts

• 24:10 – How to create scalable, referable client experiences

• 26:12 – Content marketing in the age of AI

• 30:28 – CRM, AI, and emotional intelligence

• 35:40 – How to overcome resistance to AI in your practice

• 38:55 – Long-term business impact: Building enterprise value with AI

• 40:34 – Finding the balance between AI and EI (emotional intelligence)

🎙️ Guest Bio: Duncan MacPherson is the CEO of Pareto Systems and co-author of The Blue Square Method and The Advisor Playbook. He is one of the most respected voices in practice management, helping top advisors build scalable, referable, and franchise-ready businesses.

Connect with Duncan: 🔗 ParetoSystems.com 🔗 Follow Duncan on LinkedIn: linkedin.com/in/duncanmhttps://www.linkedin.com/in/duncanmacpherson/

Connect with Jay: 🌐 ResilientAdvisor.com 🎥 YouTube: @sjaycoulter 📩 Subscribe for updates, tools, and resources.

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 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.

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 the 1930s and its evolution despite the efficient market hypothesis. Discover why momentum delivers interesting risk-adjusted returns, how it blends trend following and fundamental analysis, and Gary’s groundbreaking dual momentum strategy—combining absolute momentum (is an asset trending up?) and relative momentum (which assets perform best?). Learn how it applies to stocks, bonds, and the GEM portfolio, which boasts impressive long-term results.

This is part of our Podcast Rewind Series where I revisit old interviews that have real application for advisors today.

Key Highlights: 

• History of momentum investing Absolute vs. relative momentum explained
• GEM portfolio performance vs. global benchmarks
• Rules-based investing to eliminate emotion
• Gary’s take on today’s markets
• Details on Dual Momentum Investing (book)
• Enhanced models for advisors (aggressive, balanced, conservative)

Visit https://www.optimalmomentum.com for more on Gary’s book and models. 

Follow Jay Coulter & Resilient on Social Media: 

X: https://twitter.com/sjaycoulter 

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Learn more about Resilient Advisor: http://www.resilientadvisor.com 

© Resilient Advisor. All Rights Reserved

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 confidently guide clients through uncertainty without resorting to tired clichés or generic talking points.

You’ll learn:

✅ How to take control of client conversations

✅ A simple market framework that sets expectations

✅ The 5 Rules of Investing that keep clients on track

✅ The best way to reassure clients without making reactionary portfolio changes 

Remember: Your value as an advisor is highest when clients are most emotional.

Learn how to be the steady voice they need in turbulent times.

🔔 Subscribe for more strategies to elevate your practice!

 © Resilient Advisor. All Rights Reserved

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. Larry’s unique insights offer valuable guidance for navigating today’s volatile markets. Plus, we discuss Larry’s latest book and his approach to understanding market signals.

About Larry: The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. His book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job." Larry has been a CNBC Contributor since 2013.

Check out Larry's Bear Traps Report: https://www.thebeartrapsreport.com/

Grab a copy of Larry's new book: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495/ref=sr_1_1l

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 relevant today. They also unpack the power of optimism in investing, even in the face of market volatility and sensational headlines.

The conversation continues with Josh’s thoughts on building a sustainable advisory business, embracing the power of experience and networking at Future Proof, and the evolving nature of client engagement in today’s information-rich world. 

Listeners and views will also learn about Josh's challenging start in the business. Jay and Josh talk about some of the nonsense of being a broker in the 1990's. Josh also gives advisors some great advice on how to help clients deal with the market noise today.

For financial advisors, Josh shares practical tips on managing client expectations and finding the right clientele, providing insight into how he built Ritholtz Wealth with a selective, values-driven approach. Tune in to gain valuable perspectives on building resilience in both investing and advisory practices.

Grab a copy of Josh's new book: https://www.amazon.com/You-Werent-Supposed-See-That/dp/180409059X

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 structured plan focused on mindfulness and protein intake. This journey helped him realize the impact of mindful eating and the pitfalls of mindless snacking.

Dr. Crosby explores themes from The Soul of Wealth, emphasizing how wealth can provide fulfillment if used with intention. They discuss concepts like the top regrets of the dying, where he reflects on how focusing on the temporary nature of life can lead to more meaningful choices. Another major theme in his book is social isolation, worsened by social media’s “empty-calorie” interactions, which create a sense of connection without true closeness. Additionally, Dr. Crosby highlights how intentional spending—on experiences, relationships, or self-fulfillment—can lead to lasting happiness.

The episode concludes with Jay discussing how The Soul of Wealth can be used in financial advising, especially for clients who struggle with meaningful spending or transitioning to a decumulation phase. Dr. Crosby’s work is positioned as a resource to guide clients toward deeper fulfillment and intentional use of wealth. He recommends Amazon for purchasing his book, hoping it inspires readers to blend financial success with genuine life satisfaction.

Learn about Resilient Advisor Coaching and Training: https://www.resilientadvisor.com

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 analysis and portfolio management. Their business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client.

This is part of the RIA Stories series on the Resilient Advisor Podcast with Jay Coulter on FinancialAdvisor.TV.

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.

Download the Resilient Advisor RIA Due Diligence Guide: http://riastories.com