FinancialAdvisor.TV

12/07/2024

What are you and your family doing without...because of your habits? A talk given 80 years ago lays out some simple truths about success.

“The common denominator of success --- the secret of success of every man who has ever been successful --- lies in the fact that he formed the habit of doing things that failures don't like to do.” - Albert E.N. Gray SHOW SPONSOR Learn how to Simplify Investing, Reduce Fees & Improve Client Comm...

29/05/2024

The absurdity of the market reaction to NVDA’s Dividend, the APPL-China dynamic, more inflation issues today and our Chart of the Week on this episode of Investment Insights from Opal Capital.

Learn more about Opal Capital: https://www.opalinvest.com

22/05/2024

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

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© Resilient Advisor, LLC. All Rights Reserved

16/05/2024

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

08/05/2024

Learn how to turn Business Valuation into your competitive advantage! LEARN MORE: https://bzq.io/3JRCH88

06/05/2024

Are big tech dividends now a thing? Will we see rate cuts or hikes this year? Stagflation is creeping back into the picture and what should you do about it?
Investment Insights with Austin Graff, Adam Muller and Jay Coulter.

Learn more about Opal Capital: https://www.opalinvest.com

25/04/2024

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.

Firm Overview
Growth Support
Wealth Management Support
Technology Support
Operational Support
Transition Support
Economics

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

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

Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, ex*****on, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth.

Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm's growth and success.

21/03/2024

An advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life.

Shawn has written a new book called The Advisor Transformation and in this episode we are going to learn his approach to creating an impactful vision for your business, optimizing operations and building a culture that sets you up for success

Shawn Sparks is the Co-Founder of Triad Partners.

Grab a FREE copy of the audio book and mention Jay Coulter sent you: https://theadvisortransformation.com/friend

Grab a hard copy of the book here: https://a.co/d/fuHThBW

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© Resilient Advisor, LLC. All Rights Reserved

14/03/2024

In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing, client engagement, and client retention. Kristin also introduces the Advisor Academy, a program that helps financial advisors develop their business strategies. The key takeaway is to know your target market, find your unique value proposition, and engage and retain your clients through strategic and personalized approaches.

Learn about The Academy For Financial Advisors: http://www.Academyforfinancialadvisors.com

Chapters

00:00 Introduction and Background
01:57 Starting with Uniqueness and Target Market
04:11 Approaching Business Development
08:02 Client Acquisition Strategies
09:52 Digital Marketing in Client Acquisition
13:07 Introduction to the Advisor Academy
14:34 Client Engagement Strategies
19:43 Virtual Meetings and Relationship Building
20:49 Final Advice for Financial Advisors

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© Resilient Advisor, LLC. All Rights Reserved

14/01/2024

Follow Financial Advisor TV™ on Social: YouTube: https://www.youtube.com/c/FinancialAdvisorTVTwitter: https://twitter.com/finadvisortvFacebook: https://www.f...