Resilient Advisor Podcast

Every advisor knows what a financial plan costs — not in dollars, but in hours. Data gathering, drafting, review: most of a workweek before you ever sit down with the client.

On August 31, Altruist shipped a tool that claims to compress that first stretch into minutes. It's called the Hazel financial planning agent, and my guest helped build it.

Fernando San Martin Jorquera of Altruist walks through a fast start: connecting a CRM, building a client profile, generating a complete plan, and checking the math behind every number in it. Hazel covers six planning disciplines in one workflow — retirement, investment optimization, cash flow, estate, tax, and insurance and risk. Every figure in the output is produced by dedicated calculation programs rather than the language model, which matters if you're the one signing off on the plan.

What we cover: • Getting set up and generating a first plan without a long onboarding • Connecting your CRM and what data Hazel pulls in • Building the client profile and what it needs from you • Generating a complete plan across the six disciplines • Verifying the math and tracing where each number came from • Real-time scenario modeling in front of a client • Where the tool fits in a practice — and where it doesn't

Guest: Fernando San Martin, Altruist linkedin.com/in/fsanmartinjorquera

Resources: Hazel financial planning agent — hazel.ai/financial-planning Hazel pricing and trial — hazel.ai/pricing Altruist — altruist.com

Sponsored by the Titleist Advisor Network — titleistadvisornetwork.com

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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. Information regarding TAM can be found at adviserinfo.sec.gov/firm/summary/323567. Its affiliate, Titleist Capital, LLC ("TC"), is a Broker-Dealer and Member of FINRA-SIPC. Information regarding TC can be found at brokercheck.finra.org/firm/summary/126136.

Rich Landi of BridgeMark Strategies joins Jay Coulter to explain the "feel, fit, financials" framework for advisor transitions. Learn why you must require a pro forma, how to validate technology and onboarding, and why culture and hands‑on operational support determine who thrives post-transition.

What listeners will learn

• How a pro forma reveals true net economics

• How to evaluate culture and leadership before moving

• What to test in technology demos and who should join them

• Why upfront checks tied to long notes can be dangerous

• Which operational supports drive advisor growth

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

Nathan Harness (Texas A&M) and Jay Coulter explore why hiring the next generation is the industry's biggest problem and how universities, internships, AI training, and intentional leadership can close the gap. Learn practical steps for designing internships, teaching EQ and sales skills, using AI safely, and creating operational systems that let advisors scale while keeping independence.

What listeners will learn:

• Why the university-to-firm talent pipeline matters and how academics prepare practice-ready students
• How to structure internships and externships as long-form culture interviews that convert to hires
• Ways to leverage AI and advisor-first tech to automate tasks while preserving human judgment
• Which behavioral skills—grit, EQ, and value-propositioning—predict long-term advisor success

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 Podcast, Jay Coulter speaks with Matt Hogan, Chief Investment Officer at Bitwise, about the rising importance of Bitcoin in investment portfolios. They discuss Bitcoin's unique value proposition, scarcity, and strategies for advisors looking to incorporate it into their practices.

• The service model of Bitcoin and its implications for advisors

• The significance of long-term holding periods for Bitcoin

• Optimal rebalancing strategies to manage portfolio volatility

• How technology enhances advisor independence and operational excellence

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. Discover more here.

Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through data, benchmarking, and strategic planning tools.

Together, we explore how RISR helps advisors enhance discovery, navigate business complexities, and engage in planning conversations that resonate with entrepreneurs. Whether you already serve business owners or aspire to, this discussion provides a clear roadmap for success.

RISR is gaining traction in the industry, with recent coverage highlighting how their innovative framework is transforming advisor impact and fostering business-owner wealth creation.

What You'll Learn:

• How to position your firm as the go-to advisor for business owners
• Why traditional financial planning often falls short for entrepreneurs
• The key elements of RISR's business-owner diagnostic framework
• Strategies for advisors to differentiate themselves with deeper operational and planning insights
• The future of advisor impact in the business-owner niche
• Actionable steps to grow your business-owner segment now

About RISR: RISR is a game-changing platform that enhances the value advisors provide to business-owner clients. With benchmarking tools, operational insights, and structured assessments, RISR equips advisors to facilitate the planning conversations entrepreneurs truly care about. Learn more at RISR.com.

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

#RISR #BusinessOwners #AdvisorGrowth #WealthManagement #RIA #FinancialAdvisors #YourBusinessYourWay

Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes.

• How money scripts shape client behavior

• Strategies for engaging disconnected spouses

• Supporting neurodivergent clients more effectively

• Handling inheritance, privilege, and family expectations

• The Boneparths' top breakthrough questions for clients

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. jointitleist.com

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.

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#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