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 Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

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

• Where advisor funnels break—and how to fix them

• Why clarity and focus outperform complexity

Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

🎙️ 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 strength.

Tina shares her deeply personal journey of battling cancer while mentoring others and staying committed to her mission of empowering voices in the financial industry. Discover how she navigated this tough period and what it means to persevere when you feel like giving up.

In this episode, you'll learn about:

• Building resilience when life knocks you down
• How facing mortality can reshape your mission and priorities
• The intersection of leadership, vulnerability, and legacy
• Leading through crisis and finding purpose in pain

If you've ever faced a challenging season that tested your beliefs about yourself, this conversation will inspire you to recognize the strength within you.

🌟 Sponsor: Titleist Asset Management - Empowering advisors to become high-growth independent business owners. Build equity in your business for your future. Learn more.

Don't forget to subscribe and leave a review!

#YourBusinessYourWay #Resilience #Podcast #Inspiration

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 automated outreach

• How Finny empowers advisors to grow efficiently

Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

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

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 AI can help financial advisors scale faster than ever before.

In this episode, you'll also learn:

• How Altruist achieved 300% growth with fewer employees through AI
• The next evolution of AI in wealth management (beyond simple task lists)
• How a Client Relationship Assistant provides advisor scale
• The Hazel opportunity for advisors
• Why focus is the ultimate success formula for advisors
• Why custodians are the ultimate system of record for RIAs
• Why Direct Indexing is important and where it fits in your practice

Learn More:

• Jason Wenk on LinkedIn: https://www.linkedin.com/in/jasonwenk
• Explore Altruist: https://altruist.com
• Learn about Hazel: https://hazel.ai

Sponsored by The Titleist Advisor Network. Learn how Titleist can help you become a high-growth independent business owner. Private Equity free since 2003. https://na2.hubs.ly/y0_81V0

#YourBusinessYourWay

The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC ("TAM") is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM's disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.

Visit tamgmt.com to learn more.

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-building opportunities, evaluating new crypto ETFs and custody tools like Fidelity's air-gapped wallet, streamlining operations with blockchain for trusts and rollovers and more.

Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0

#YourBusinessYourWay #resilientadvisor

The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC ("TAM") is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM's disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.

Visit tamgmt.com to learn more.

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 win the next generation during the Great Wealth Transfer.

Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0

#YourBusinessYourWay #resilientadvisor

The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC ("TAM") is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM's disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.

Visit tamgmt.com to learn more.

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 building a brand that stands out, he shares real-world insights you can immediately put into practice.

What you'll learn:

• How to think about risk in today's market environment

• Why marketing is as critical as portfolio construction for advisors

• Lessons from Potomac's evolution as a leading TAMP platform

Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0

#YourBusinessYourWay #resilientadvisor

The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC ("TAM") is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM's disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.

Visit tamgmt.com to learn more.

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

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