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

Why Advisors Need To Understand Bitcoin with Ric Edelman 25.10.2021

Ric Edelman joins Jay Coulter on this episode of the Resilient Advisor Show to discuss why understanding Bitcoin and Digital Assets is so important for Financial Advisors. Learn more about The Digital Assets Council For Financial Professionals: https://dacfp.com/ Earn the DACFP Certificate and get a 20% discount as a viewer by using the code RESILIENT2021 : https://dacfp.com/get-your-certification...

Investment Spotlight: Mindset Pharma with James Lanthier 18.10.2021

Mindset Pharma is a biotechnology company developing medications and synthesis processes for the medical psychedelic market. On this episode of The Investment Spotlight Show, Jay Coulter and Chris Versace interview Mindset CEO James Lanthier. $MSET Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: ht...

Investment Spotlight on Optimi Health 01.10.2021

On this episode of the Investment Spotlight Series, Jay Coulter and Chris Versace interview two members of the leadership team at Optimi Health. JJ Wilson serves as Chairman of the Board and Bill Ciprick serves as CEO at Optimi Health. Learn more about Optimi Health by visiting https://www.optimihealth.ca/ Follow Optimi Health on Social: -- LinkedIn: https://www.linkedin.com/company/optimihealth/...

Investing In Wine: A True Alternative Investment with Anthony Zhang of Vinovest 29.09.2021

Have you ever considered wine as an investable asset? Today both investors and financial advisors are able to allocate to this alternative asset class. Anthony Zhang joins Jay Coulter on this episode of the Resilient Advisor to make the investment case for wine. Learn more about Vinovest by visiting https://www.vinovest.co/advisors Follow Vinovest & Anthony Zhang on Social: -- Vinovest LinkedIn: h...

FinTech Series with Adam Holt of Asset-Map 27.09.2021

Adam Holt comes on The Resilient Advisor Show with Jay Coulter to discuss how financial advisors can leverage technology to deliver better client results. Learn more about Asset-Map: www.asset-map.com. -- The Resilient Advisor Show is now syndicated on Financial Advisor TV. Learn more about their upcoming launch: http://www.financialadvisor.tv Follow Resilient Advisor™ On Social: -- Twitter: https...

The RPAR Story with Damien Bisserier & Alex Shahidi 06.09.2021

Is now the time to consider Risk Parity in your portfolio? Damien Bisserier & Alex Shahidi are Co-CIO's at Evoke Advisors, the team that powers the RPAR ETF. Learn more about RPAR: https://rparetf.com Learn about past episodes of ETF Stories: www.etfstories.com Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor --...

The Changing Landscape of ETF Distribution with Jillian DelSignore of FLX Distribution 02.09.2021

Jillian DelSignore joins Jay Coulter on The Resilient Advisor Show to discuss a recent report that she co-authored on changes in the ETF industry. Follow Jillian & FLX Distribution on LinkedIn -- Jillian: https://www.linkedin.com/in/jillian-delsignore-9713a69/ -- FLX Distribution: https://www.linkedin.com/company/flx-distribution/ Learn more about Women In ETFs: https://womeninetfs.com/ Follow Res...

July Blockchain Report with Dan Weiskopf of Toroso Investments 30.08.2021

Portfolio Manager Dan Weiskopf joins Jay Coulter to discuss his July BLOK-Chain Report. Grab your copy here: https://www.blok-chain-monthly.com  

August Risk On - Risk Off with Michael Gayed 27.08.2021

Jay Coulter interviews Michael Gayed for this installment of their monthly Risk On - Risk Off Show. Michael is a Portfolio Manager at Toroso Investments and a member of the ETF Think Tank. They also discuss two of Michael's ETFs, JOJO and RORO. Connect With Michael Gayed: -- Newsletter: https://www.leadlagreport.com ​ -- ETF Think Tank: https://www.etfthinktank.com ​ -- LinkedIn: https://www.linke...

The Pro Bono Planning Movement with Jon Dauphiné 13.08.2021

Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement. Later in the show, Adam Holt, CEO of Asset-Map joins Jon & Jay to talk about AdviceTech. LIVE. Learn more about The Foundation For Financial Planning: Website: https://ffpprobono.org LinkedIn: https://www.linkedin.com/company/foundation-for-financial-planning/ Twitter:...

Dasarte Yarnway's Story: How I Serve 11.08.2021

Dasarte Yarnway, Founder of Berknell Financial Group & Head of Community at Altruist, tells his story and discusses how he serves his clients and community. Connect With Dasarte: LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/ Twitter: https://twitter.com/DasarteYarnway Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/...

July Risk On or Risk Off with Michael Gayed 09.08.2021

Jay Coulter interviews Portfolio Manager Michael Gayed for this instaliment of their monthly Risk On - Risk Off Report. Connect With Michael Gayed: Newsletter: https://www.leadlagreport.com​ ETF Think Tank: https://www.etfthinktank.com​ LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/ Twitter: https://twitter.com/leadlagreport Follow Resilient Advisor™ On Social: Twitter: https://twitter...

Investment Spotlight: The Alkaline Water Company CEO Ricky Wright 06.08.2021

The Alkaline Water Company CEO Ricky Wright comes on the Investment Spotlight series on Resilient Advisor with Jay Coulter and Chris Versace. To learn more about The Alkaline Water Company, please visit www.thealkalinewaterco.com . About The Alkaline Water Company: Founded in 2012, The Alkaline Water Company (NASDAQ and CSE: WTER) is headquartered in Scottsdale, Arizona. Its flagship product, Alka...

ETF Stories: BLOK - A Blockchain Story with Mike Venuto 02.08.2021

Mike Venuto Comes on ETF Stories to talk about the Amplify ETFs Transformational Data Sharing BLOK ETF.   Learn more about the series and other interesting ETFs: www.etfstories.com   Learn more about BLOK: https://www. BLOKETF.com

RIAs & Life Insurance Solutions - Bridging The Gap With David Stone 30.07.2021

David Stone of RetireOne comes on The Resilient Advisor Show to discuss how insurance solutions have evolved to meet the changing needs of the RIA community. RetireOne recently released a survey and in partnership with Protective Life and David also shares some of their findings. Learn more about RetireOne: -- Website: https://retireone.com/ --LinkedIn: https://www.linkedin.com/company/retire-one/...

Blockchain Report with Dan Weiskopf 29.07.2021

This is the first 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. Topics discussed include: -- China's impact on mining -- ESG mining concerns -- Why active management is important in the blockchain and digital asset space. Dan Weiskopf is a Portfolio Mana...

Comparing Portfolio Rebalancing Strategies with YCharts 21.07.2021

Connor Kitko, Product Marketing Manager at YCharts, comes on the show to talk about comparing portfolio rebalancing strategies. YCharts Report "Comparing Portfolio Rebalancing Strategies": https://www.go.ycharts.com/rebalance Connect with Connor: -- LinkedIn: https://www.linkedin.com/in/connor-kitko/ Learn more about YCharts: -- Website: https://ycharts.com/ -- LinkedIn: https://www.linkedin.com/c...

DTOX Cleaner Living ETF: ETF Stories 08.07.2021

Chris Versace & Lenore Hawkins of Tematica Research come on ETF Stories to talk about the new Amplify ETFs Cleaner Living ETF $DTOX. Learn more about DTOX by visiting https://www.amplifyetfs.com/DTOX Follow Lenore Hawkins: --Twitter: https://twitter.com/elleseconomy --LinkedIn: https://www.linkedin.com/in/lenorehawkins/ Follow Chris Versace: --Twitter: https://twitter.com/chrisjversace --LinkedIn:...

Risk On - Risk Off with Michael Gayed 06.07.2021

Michael Gayed comes on the show to talk with Jay Coulter about the markets through his Risk On - Risk Off lens. Connect With Michael Gayed: -- Newsletter: https://www.leadlagreport.com​ -- ETF Think Tank: https://www.etfthinktank.com ​ -- LinkedIn: https://www.linkedin.com/in/michael-a-gayed-cfa/ -- Twitter: https://twitter.com/leadlagreport Follow Resilient Advisor™ On Social: -- Twitter: https:/...

The Ryan Schrift Story: How I Serve 29.06.2021

Ryan Schrift of R.J. Schrift Private Asset Management comes on the Resilient Advisor series How I Serve to talk about the methods and platforms he uses to serve his clients. Connect with Ryan Schrift: Website: http://www.rjschrift.com/ LinkedIn: https://www.linkedin.com/in/ryanschrift/ Twitter: https://twitter.com/RJSchrift Follow Resilient Advisor™ On Social: Twitter: https://twitter.com/sjaycoul...

Investing In Cybin With Doug Drysdale - Investment Spotlight 24.06.2021

Cybin CEO Doug Drysdale joins Jay Coulter and Chris Versace for this installment of the Investment Spotlight Series from Resilient Advisor. Learn More About Cybin: -- Website: https://www.cybin.com/ -- LinkedIn: https://www.linkedin.com/company/cybin/ -- Twitter: https://twitter.com/CybinInc -- Facebook: https://www.facebook.com/cybinInc Connect with Doug Drysdale: -- LinkedIn: https://www.linkedi...

Tim Seymour on the Cannabis Investment Opportunity ($CNBS) - ETF Stories 22.06.2021
Macro Trends with Lenore Hawkins 18.06.2021

Lenore Hawkins, Chief Macro Strategist with Tematica Research, talks macro trends in the economy today.

Investment Spotlight with Chris Olson of The Media Trust 14.06.2021

About Chris Olson: Chris Olson founded The Media Trust with a goal to transform the internet experience by creating better digital ecosystems to govern assets, connect partners and enable Digital Risk Management. As CEO, Olson drives the company's vision, direction and growth plans. He has more than 15 years of experience leading high tech and ad technology start-ups and managing international sof...

Fearless Investing & Fintech Adoption with Aaron Klein 10.06.2021

Aaron Klein is the Co-Founder and CEO of Riskalyze and one of the strongest advisor advocates in the industry. He comes on the Resilient Advisor Show with Jay Coulter to discuss risk management, building trust and helping clients through risk mitigation and data. Learn about the Riskalyze Methodology: https://www.riskalyze.com/methodology Connect With Aaron Klein -- Twitter: https://twitter.com/Aa...

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