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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 ot ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionab…
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On a January night in 1997, Yarmila Falater was brutally stabbed and drowned in the family’s backyard pool. Her husband, Scott Falater, was caught red-handed, but claimed he had no memory of the crime. What followed was a high-profile trial that pitted science against suspicion, as experts debated whether Yarmila’s death was a tragic accident or de…
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*** Content warnings: Sexual assault, homophobia*** On Anzac Day of 1999, life partners Keith Hibbins and David Campbell were walking through the Fitzroy Gardens in Melbourne when they were approached by two agitated young men, John Whiteside and Kristian Dieber. The young men claimed they were on the lookout for a pair of rapists who had just sexu…
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In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various prac…
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*** Content warnings: Sexual assault *** When first responders arrived at the Roberts family home in the small town of Early, Iowa, on December 13 2001, they found 20-year-old Dustin Wehde lying in a pool of his own blood. The homeowner, Tracey Roberts, claimed she’d shot Dustin in an act of self-defence after he and another unknown assailant broke…
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With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in t…
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*** Content warnings: Gun violence, animal cruelty *** When 74-year-old Russell Hill and 73-year-old Carol Clay vanished while camping in Victoria’s rugged High Country, their disappearance brought many hidden secrets to light. People theorised that the pair had run away together, were the victims of a murder-suicide, or had accidentally been kille…
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*** Content warnings: Sexual assault, child victims *** After 14-year-old Kalinka Bamberski is found dead in her own bed in the German town of Lindau, her French father, André Bamberski, refuses to accept that she died of natural causes. The further he digs, he starts to suspect that foul play was involved and that the person responsible was none o…
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How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future? In this episode of The Resilient Advisor, I’ll teach you a proven framework to conf…
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When 41-year-old Lindsay Jellett failed to return home from his evening walk around the Victorian town of Ararat in May 1994, staff at his residential care unit were immediately worried. As well as being intellectually disabled, Lindsay had epilepsy, which required nightly medication, and it wasn’t like him to lose track of time. As daybreak emerge…
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In the late 1970s, Wichita secretary Ruth Finley began to receive cryptic letters and chilling threats from a mysterious figure known only as ‘The Poet.’ For years, The Poet tormented Ruth and her husband, Ed, leaving them in a constant state of confusion and fear. Despite relentless efforts from the police, The Poet continued to evade detection. B…
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[Part 2 of 2] *** Content Warning: Sexual assault, gun violence, child victims *** By mid-1963, The Night Caller’s reign of terror had altered Perth forever, and he still remained at large and unidentified. Following another execution-style slaying in Perth’s wealthy western suburbs, investigators set a trap that would expose his identity as Eric E…
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[Part 1 of 2] *** Content Warning: Sexual assault, gun violence, child victims *** The city of Perth in Western Australia is sometimes described as the most isolated city in the world. During the late 1950s, Perth’s idyllic beaches, laidback lifestyle and small town atmosphere made it feel like a safe, protected place to live. But that sense of saf…
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In 1999, Ina and David Steiner founded an online newsletter called eCommerceBytes. The couple worked hard to establish themselves as knowledgeable, trustworthy and unbiased reporters in the e-commerce industry and were well respected by their niche community. Then in 2019, eCommerceBytes received a scathing message from a Twitter user who took issu…
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*** Content warnings: Extreme sexual violence, torture, captivity, racism, domestic violence *** When 25-year-old Josefina Rivera accepted a ride with North Philadelphia local Gary Heidnik on the night of November 26 1986, she could never have anticipated the events that were about to unfold. Josefina, along with five other women – Sandra Lindsay, …
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*** Content warnings: Self-harm *** When 60-year-old Mark Staudte of Springfield, Missouri, fell ill in early April of 2012, he suspected he just had a bad case of the flu. But the situation quickly turned critical, and Mark was soon found dead in his bed. A medical examiner concluded Mark had died from “natural causes”. Yet, when other members of …
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On this episode of Resilient Advisor, I sat down with Larry McDonald, author of How to Speak When Markets Listen, for a powerful conversation on the challenges and opportunities facing investors today. We explore the future of the U.S. currency, extreme equity valuations, and the critical role of 52-week highs and lows in portfolio management. Larr…
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When 23-year-old Canadian ice hockey player Duncan MacPherson accepted a coaching job in Scotland, he was ready for his next adventure. But when Duncan failed to show up for the first day of his new job, serious concerns were raised about his well being. A desperate search led his parents Bob and Lynda to the Austrian Alps, kicking off a series of …
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In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world. He co-authored “The Advisor Playbook” and “the Blue Square Method”. Duncan goes into how advisors that are at the top build without the goal of building. How advisors become attractive and why advis…
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*** Content warnings: Child victims *** Wayne and Jennifer De Gruchy lived a comfortable life in the New South Wales suburb of Albion Park Rail with their three teenage children, Matthew, Adrian and Sarah. But on the morning of Wednesday March 13 1996, detectives arrived at a scene that would shake the local community to the core. --- Narration – A…
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In this episode of The Resilient Advisor Show, Jay Coulter sits down with Ritholtz Wealth CEO and CNBC contributor Josh Brown. They explore key topics from Josh's new book, 'You Weren't Supposed to See That'. Josh delves into the legacy of legendary trader Jesse Livermore, discussing how his trading style and insights into behavioral finance remain…
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In this episode of The Resilient Advisor Show, Jay Coulter interviews Dr. Daniel Crosby, the Chief Behavioral Officer at Orion, discussing a wide array of topics from health to financial wisdom and his latest book, The Soul of Wealth. Dr. Crosby begins by sharing his health journey, which began as a support effort for a friend and evolved into a st…
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*** Content warnings: Child sexual assault, child murder *** In 1986, two pre-teen girls from Tacoma, Washington, were abducted and murdered mere months apart. Both Michella Welch and Jennifer Bastian were attacked, sexually assaulted and killed after cycling to a public park. Their crime scenes were eerily similar; both bodies were hidden in woode…
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In this episode, we speak with Matt Middleton, Founder and CEO at Future Proof. We go over the concept and the beginnings of Future Proof along with the what, when, why, where, and how. We spend time going over the start of the idea to now, 3 years later, the most recognized Financial Advisor “Festival” on the planet. We asked Matt a ton of questio…
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*** Content Warning: Child victim *** [Part 2 of 2] When Keli Lane is charged with the murder of her newborn baby Tegan in 2009, the circumstantial case sparks debate around the country. Was this star athlete a cold blooded killer or a woman unfairly judged on her poor decision making? --- Narration – Anonymous Host Research & writing – Elsha McGil…
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*** Content Warning: Child victim *** [Part 1 of 2] After 24-year-old Keli Lane gave birth in 1999, she began the process of placing her newborn son for adoption. It was soon revealed that Keli had also given birth in September 1996, to a baby girl named Tegan Lee Lane who couldn’t be located. Keli claimed Tegan was with her biological father, Andr…
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*** Content warnings: Child victims *** In 2002, 10-year-old Russian girl, Olga Chardymova was allowed to walk to her grandmother’s house unaccompanied for the very first time. Her journey barely began before she met a monster. For years after her death, Olga’s parents were continually tormented by another kind. --- Narration – Anonymous Host Resea…
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On August 19 1990, the tiny mountain town of Camp Nelson, California was stunned when the owner of the Camp Nelson Lodge, Bonnie Hood, was found shot to death in her private cabin. Her handyman, Rudy Manuel, was also shot in the head during the attack. While various suspects and theories emerged, it wasn’t until a separate shooting took place a lit…
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In this episode, we talk with Joshua Brown, CEO at Ritholtz Wealth Management. We go over a variety of topics such as how he started Ritholtz Wealth Management with $60 million in assets to just surpass $5 billion dollars today. We also spoke about behavioral finance and why today the fiduciary standard is all that is important. Josh is a fantastic…
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*** Content warnings: Mass murder, suicide *** When the crew of an oil tanker discover a man lost at sea on November 13 1961, he tells them a harrowing tale. His name is Captain Julian Harvey, and he’s the sole survivor of a yachting disaster: his wife Mary and the Duperraults, a family of five who had chartered the yacht, were all lost when their …
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In this episode, we speak with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching. We go over his past roles as an educator to financial advisors looking to change their process. We talk on a variety of subjects from keeping advice simple to keeping the c…
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*** Content warnings: Child abuse, sexual assault *** On an early morning in March 1994, two strange men entered 16-year-old Aaron Bacon’s bedroom and told him they were there to take him away. Aaron’s parents had signed him up for a 63-day wilderness therapy program called North Star Expeditions in the hopes that some time following a disciplined …
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*** Content warnings: Suicide, self-harm, pregnancy loss *** When retired schoolteacher Celia Blay stumbled across an online forum where suicidal individuals shared their innermost thoughts, she had no idea that she was about to encounter a serial predator. Li Dao was a young nurse who trawled the forum, looking for people to push over the edge. Sh…
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When married couple Ray and Jennie Kehlet went on a prospecting trip to the Western Australian outback in March 2015, they had one thing on their minds and that was to find gold. But when the couple suddenly disappeared without a trace, one of the biggest searches in WA history ensued, prompting the question – were Ray and Jennie lost or had they f…
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[Part 2 of 2] After arresting Darrin Lopez for the murder of Jamie Faith, detectives were confident they had solved the case – but the biggest revelation was yet to come. --- Narration – Anonymous Host Research & writing – Milly Raso Creative direction – Milly Raso Production and music – Mike Migas Music – Andrew D.B. Joslyn Sign up for Casefile Pr…
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[Part 1 of 2] Married couple Jamie and Jennifer Faith lived a comfortable and happy life together in Oak Cliff, Texas. That all changed on the morning of Friday, October 9 2020, when a masked assailant confronted the couple as they took their dog on her daily walk. Jamie was gunned down, and Jennifer barely escaped with her life. Jamie Faith was we…
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In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …
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*** Content warnings: Child abuse, child victims, sexual assault *** In the late 1970s, young girls along the Andes mountain range in Ecuador began to disappear. By 1980, the number of missing girls had reached national crisis proportions. Police feared the girls had been abducted by international child traffickers and sold into domestic and sexual…
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In October of 2011, an advertisement was posted on the website Craigslist. It read: Wanted: Caretaker For Farm. Simply watch over a 688 acre patch of hilly farmland and feed a few cows. You get 300 a week and a nice 2 bedroom trailer. Someone older and single preferred but will consider all. Relocation a must. You must have a clean record and be tr…
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In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …
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This episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors true freedom and independence. They provide advisors access to top-tier clearing and custody, industry-leading technology and access to a team of investment professionals who specialize in securities an…
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** Content warnings: Child victims *** When a Holden belonging to Glenroy man Elmer Crawford was found at the bottom of the Loch Ard Gorge in July 1970, immediate concerns were raised for the safety of Elmer, his wife Theresa and their three children, Katherine, James and Karen. But when rescue workers gained access to the vehicle, the true extent …
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When Mersea Island couple Stephen and Carol Baxter were found dead in their favourite recliner chairs in April 2023, there were no visible injuries or an obvious cause of death. Their house was immaculate, and nothing appeared to be missing. The case was initially ruled “unexplained, but not suspicious” until a few unusual discoveries were made. --…
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Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Downl…
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*** Content warnings: Domestic violence, suicide *** Dutch national Mark van Dongen met South African Berlinah Wallace in 2010 in Bristol, England. After 5 years together, Mark decided he wanted to end the relationship. He finally broke it off in August 2015 when he met someone new. When Berlinah Wallace refused to accept Mark’s decision, she becam…
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When Half and Susanne Zantop were found brutally stabbed to death in their Etna, New Hampshire home, friends, colleagues and investigators were all at a loss to understand it. The married couple were both beloved professors at Dartmouth College, and no one could think of a reason why someone would want to harm them. But a crucial clue left at the c…
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In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy…
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George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business? This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/…
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After two planes struck New York City’s World Trade Center on September 11 2001, Tania Head was one of the lucky few who managed to escape from above the impact zone of the South Tower. Saved by lauded 9/11 hero Welles Crowther, Tania’s incredible and heartbreaking story of survival became an inspiration. Triumphing through trauma, she became the f…
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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, Integra…
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