April 22, 2019
Jay Coulter, CFP®
Jay Coulter and Kyle Wiggs of eXact Strategies discuss the blind spots and challenges faced by the major TAMPs today on this episode of The Resilient Advisor Podcast.
April 10, 2019
On this episode of The Resilient Advisor Podcast, Jay Coulter interviews Susan Bradley who shares her thoughts on the 'Dark Side' of behavioral finance.
March 29, 2019
On this episode of The Resilient Advisor Podcast, Celeste Blackman joins Jay Coulter to discuss how to drive collaboration with clients.
February 27, 2019
Bill Cates & Jay Coulter discuss how financial advisors can generate more referrals for their practice on this episode of The Resilient Advisor Podcast.
January 24, 2019
Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. Jay Coulter interviews him about his new book, The Behavioral Investor.
January 15, 2019
David Snider of Harness Wealth came on The Resilient Advisor Podcast to discuss how financial advisors can differentiate themselves by integrating tax and legal services.