Jay Coulter, CFP®, CIMA®

Resilient Advisor Podcast

Business EN ↓ 275 episodes

This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.

Author

Jay Coulter, CFP®, CIMA®

Category

Business

Latest episode

Feb 10, 2026

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Episodes

Leveraging Voice To Engage Clients and Build Trust with Emily Binder 28.06.2022

Financial Advisors need to look to where attention is going. Emily Binder of WealthVoice has a unique lens on how to leverage Voice Marketing to engage with clients and prospects. She joins Jay Coulter for this episode of Resilient Advisor on Financial Advisor TV.

Crypto Office Hours with Tyrone Ross & Jay Coulter 23.06.2022

If there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto space today.

I Am Sorry - An apology to my audience 27.05.2022

The Resilient Advisor Show has been my baby for half a decade. It has helped me build trust and an audience of serious financial advisors who are looking for the strategies that the most successful advisors are using today. I need to apologize to my audience as I have let the focus and quality slip as we have built out our different sub-series and launched Financial Advisor TV. In this short podca...

PTLC: The Pacer Trendpilot US Large Cap ETF with Sean O'Hara on ETF Stories 18.05.2022

Sean O'Hara comes on the Resilient Advisor Show to discuss the Pacer Trendpilot US Large Cap ETF (PTLC). This is part of the ETF Stories series on the show. Learn more about the PTLC ETF: https://www.paceretfs.com Learn more about the series and other interesting ETFs: www.etfstories.com Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisor TV Twitter: https:/...

March Blockchain Report with Dan Weiskopf 06.04.2022

This is the March 2022 edition of Resilient Advisor's Blockchain Report with the ETF Professor, Dan Weiskopf. Each month we will bring you Dan's thoughts on recent events in the blockchain and cryptocurrency space.   Dan Weiskopf is a Portfolio Manager at Toroso Asset Management.   Learn more about BLOK, the Amplify Transformational Data Sharing ETF: https://www. BLOKETF.com   Download the Amplify...

iUSA: The Amberwave Invest USA JSG ETF Story with Dan Katz 21.03.2022

iUSA is organized around the concept of jobs, security and growth or said better, JSG investing. Jay Coulter interviews Dan Katz for this episode of ETF Stories from Resilient Advisor. View past episodes of ETF Stories: https://www.etfstories.com Connect with JSG: Fund Website: https://www.jsgfunds.com Advisor Website: https://www.amberwavepartners.com Twitter: https://www.twitter.com/amberwave Li...

How To Successfully Run A Virtual Practice with Derek Notman 14.03.2022

Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics. Derek's experience producing the Rethink Podcast with Adam Holt : https://www.asset-map.com/rethinkfinancialadvisorpodcast Buildin...

February Blockchain Report with Dan Weiskopf 09.03.2022

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the February 2022 Blockchain Report. THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: http://www.resilientadvisor.com Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the...

EMFQ: The Emerging Markets FinTech ETF on ETF Stories 04.03.2022

Could the FinTech market be a major driver of Emerging Markets? How could investors allocate to this sector? Jane Edmondson of EQM Indexes comes on ETF Stories with Jay Coulter to discuss her index that powers an ETF that does just that: EMFQ. To learn about past ETF Stories please visit https://www.etfstories.com Learn more about EQM Website: https://eqmindexes.com Twitter: https://twitter.com/EQ...

Hedging Strategies with ETFs with Connor Kitko of YCharts & Jay Coulter 23.02.2022

ETFs are fantastic precision tools for portfolio diversification. They are also incredibly useful as a hedging tool. On this episode of Resilient Advisor, Connor Kitko of YCharts shares the findings of a recent White Paper that they published on how you can hedge different risk scenarios via ETFs. Jay Coulter is a big advocate for YCharts for financial advisors who are serious about their investme...

How Advisors Can Grow With Video with Katie Braden & Jay Coulter 14.02.2022

Today the most engaging form of client communication and marketing is video. Most advisors struggle with how to best use video or even get started. In this episode, Katie Braden speaks with Jay Coulter and shares her formals for finding success with video. Learn more about the Innovating Advice Community: https://www.innovatingadvice.com/ Follow Katie Braden on Twitter: https://twitter.com/KatieAB...

January Blockchain Report with Dan Weiskopf 07.02.2022

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the January 2022 Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www. BLOKETF.com Follow Dan Weiskopf on Social: Twitter: https://twi...

EOPS - The Emles Alpha Opportunities ETF on ETF Stories 31.01.2022

Nathan Miller of Emles Advisors joins Jay Coulter for this episode of ETF Stories. They discuss the Emles Alpha Opportunities ETF, symbol EOPS. Learn more about EOPS by visiting https://emles.com/etf/emles-alpha-opportunities-etf Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com...

The Blockchain Report with Dan Weiskopf & Jay Coulter - December 2021 19.01.2022

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the December Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www. BLOKETF.com Follow Dan Weiskopf on Social: Twitter: https://twitter...

The Future of Advice with Tony Davidow 27.12.2021

Industry veteran Tony Davidow comes on The Resilient Advisor Show with Jay Coulter to discuss his new book, 'Goals-based Investing', and share his framework for some of the major changes we will see in the industry. Tony Davidow is the President & Founder at T. Davidow Consulting, LLC. Learn more about 'Goals-Based Investing' by Tony Davidow: https://www.tdavidowconsulting.com/ Follow Tony Davidow...

Elevating Your Value With Trusts & Wills with Andres Mazabel 20.12.2021

For Financial Advisors, increasing the value that you bring to clients is incredibly important in this environment of fee compression we are in. In this interview, Jay Coulter interviews Andres Mazabel of Trust & Will and he lays out the case for advisors to add a deeper level of estate planning to their practice. Learn more about Trust & Will: https://trustandwill.com/advisors Follow Trust & Will...

Investment Spotlight: Home Bistro with Zalmi Duchman 13.12.2021

On this episode of The Investment Spotlight Show, Home Bistro CEO Zalmi Duchman sits down with Jay Coulter and Chris Versace to share is thoughts on his company and the ever-changing food industry. Home Bistro trades under the ticker HBIS. Follow Home Bistro on Social: Twitter: https://twitter.com/HomeBistroChef LinkedIn: https://www.linkedin.com/company/home-bistro-inc About Home Bistro, Inc. Hom...

ETF Stories: LUXE - The Emles Luxury Goods ETF 08.12.2021

Should investors consider luxury goods as a distinct consumer category for portfolio construction? Eric Qian comes on ETF Stories to make the case and share the LUXE story with Jay Coulter on The Resilient Advisor Show. Learn more about Emles Luxury Goods ETF (Symbol LUXE): https://emles.com/etf/emles-luxury-goods Connect with Emles on Social: LinkedIn: https://www.linkedin.com/company/emlesadviso...

How DAOs Will Empower Financial Advisors With Adam Blumberg 01.12.2021

Adam Blumberg, Co-Founder of Interaxis, comes on The Resilient Advisor Show with Jay Coulter to explain what a DAO (Decentralized Autonomous Organization) is, how it works and what advisors need to know. Adam also dives into how his PlannerDAO works. Learn more about PlannerDAO: https://www.plannerdao.com/ https://www.plannerdao.io/ Follow PlannerDAO on Social: Twitter: https://twitter.com/planner...

November Blockchain Report with Dan Weiskopf 29.11.2021

Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the November Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www. BLOKETF.com Follow Dan Weiskopf on Social: Twitter: https://twitter...

Partnering With The Right TAMP with Colin Falls of GeoWealth 24.11.2021

Colin Falls of GeoWealth comes on The Resilient Advisor Show with Jay Coulter to talk about how to partner with the right TAMP. Learn more about GeoWealth: https://geowealth.com Follow GeoWealth on Social: LinkedIn: https://www.linkedin.com/company/geowealth Twitter: https://twitter.com/GeoWealthTech Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https:...

M&A Trends & Advisor Marketing with Patrick Brewer 22.11.2021

Patrick Brewer joins Jay Coulter on Resilient Advisor to share his thoughts on current M&A trends as well as advisor marketing strategies that get results. Learn More About Patrick's Businesses: WealthSource: https://www.wealthsource.com Model FA: https://www.modelfa.com Follow Patrick Brewer on Social: LinkedIn: https://www.linkedin.com/in/patrick-brewer-cfa-80993813/ Twitter: https://twitter.com...

The Cost of Underestimating Technological Disruption With David Barse of XOUT Capital 15.11.2021

David Barse comes on Resilient Advisor with Jay Coulter to share the findings from a recent paper on 'The Cost of Underestimating Technological Disruption.' David on Twitter: https://twitter.com/BarseXout XOUT Capital: https://twitter.com/XoutCapital Website: https://www.xoutcapital.com/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.faceboo...

Macro Outlook with Lenore Hawkins 08.11.2021

Lenore Hawkins joins Jay Coulter on The Resilient Advisor Show to discuss what she is seeing in the macroeconomy.  Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linke...

ETF Stories: BNDD, The Quadratic Deflation ETF with Nancy Davis 01.11.2021

In this new episode of ETF Stories, Nancy Davis joins Jay Coulter to tell the story of her new ETF BNDD. Learn more about the Quadratic Deflation ETF BNDD by visiting https://kfafunds.com/bndd To see past episodes of ETF Stories visit: http://www.etfstories.com/ Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -...

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