The Resilient Advisor

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 

George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business?

This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/animal-farm-your-career-jay-coulter-cfp-cima--mmbce/

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Rob Sandrew joins Jay Coulter on this episode of RIA Stories to share the opportunities available at his firm. Learn More: https://integrated-partners.com

Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.

Learn more about Savvy Wealth: https://www.savvywealth.com

On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting.

Learn more about Modern Wealth: https://www.modwm.com

Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories

This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.

Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/

When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life.

Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/