Feel, Fit, Financials: How Advisors Protect Their Practice

Feel, Fit, Financials: How Advisors Protect Their Practice

Rich Landi of BridgeMark Strategies joins Jay Coulter to explain the "feel, fit, financials" framework for advisor transitions. Learn why you must require a pro forma, how to validate technology and onboarding, and why culture and hands‑on operational support determine who thrives post-transition. What listeners will learn * How a pro forma reveals true net economics * How to evaluate culture and leadership before moving * What to test in technology demos and who should join them * Why upfront checks tied to long notes can be dangerous * Which operational supports drive advisor growth Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com [https://www.jointitleist.com]

The University Pipeline & Hiring Young Planners | EP268

Nathan Harness (Texas A&M) and Jay Coulter explore why hiring the next generation is the industry's biggest problem and how universities, internships, AI training, and intentional leadership can close the gap. Learn practical steps for designing internships, teaching EQ and sales skills, using AI safely, and creating operational systems that let advisors scale while keeping independence. What listeners will learn: * Why the university-to-firm talent pipeline matters and how academics prepare practice-ready students * How to structure internships and externships as long-form culture interviews that convert to hires * Ways to leverage AI and advisor-first tech to automate tasks while preserving human judgment * Which behavioral skills—grit, EQ, and value-propositioning—predict long-term advisor success Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com [https://www.jointitleist.com]

Understanding Bitcoin's Role in Modern Portfolios with Matt Hougan of Bitwise | EP266

In this episode of the Resilient Advisor Podcast, Jay Coulter speaks with Matt Hogan, Chief Investment Officer at Bitwise, about the rising importance of Bitcoin in investment portfolios. They discuss Bitcoin's unique value proposition, scarcity, and strategies for advisors looking to incorporate it into their practices. Learn About: * The service model of Bitcoin and its implications for advisors * The significance of long-term holding periods for Bitcoin * Optimal rebalancing strategies to manage portfolio volatility * How technology enhances advisor independence and operational excellence Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. Discover more here [https://www.jointitleist.com].

Unlocking Wealth: Strategies for Advisors to Impact Business Owners | EP265

Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through data, benchmarking, and strategic planning tools. Together, we explore how RISR helps advisors enhance discovery, navigate business complexities, and engage in planning conversations that resonate with entrepreneurs. Whether you already serve business owners or aspire to, this discussion provides a clear roadmap for success. RISR is gaining traction in the industry, with recent coverage highlighting how their innovative framework is transforming advisor impact and fostering business-owner wealth creation. What You'll Learn: * How to position your firm as the go-to advisor for business owners * Why traditional financial planning often falls short for entrepreneurs * The key elements of RISR's business-owner diagnostic framework * Strategies for advisors to differentiate themselves with deeper operational and planning insights * The future of advisor impact in the business-owner niche * Actionable steps to grow your business-owner segment now About RISR: RISR is a game-changing platform that enhances the value advisors provide to business-owner clients. With benchmarking tools, operational insights, and structured assessments, RISR equips advisors to facilitate the planning conversations entrepreneurs truly care about. Learn more at RISR.com. Sponsored by the Titleist Advisor Network: Discover how Titleist can help you become a high-growth independent business owner while building equity in your business. Visit jointitleist.com [https://www.jointitleist.com]. #RISR #BusinessOwners #AdvisorGrowth #WealthManagement #RIA #FinancialAdvisors #YourBusinessYourWay

Helping Couples Navigate Money Together with Douglas & Heather Boneparth | EP264

Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes. What You'll Learn: * How money scripts shape client behavior * Strategies for engaging disconnected spouses * Supporting neurodivergent clients more effectively * Handling inheritance, privilege, and family expectations * The Boneparths' top breakthrough questions for clients Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. jointitleist.com