Resilient Advisor

Resilient Advisor is a podcast for Financial Advisors, dedicated to helping listeners build resilience in their business and personal life through stories, strategies and frameworks. Jay Coulter interviews industry leaders to find the best practices of today's top performers. More information can be found at www.resilientadvisor.com. Follow Jay Coulter on Social Media: YouTube: https://www.youtube.com/c/sjaycoulter Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter

Creating a Standout Culture with Darci Smith 05/05/2025

Actionable AI Strategies for Advisors with Duncan MacPherson 04/11/2025

Actionable AI Strategies for Advisors with Duncan MacPherson 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 actionable strategies from his groundbreaking new white paper: “AI for the Financial Professional.” Duncan breaks down how advisors can leverage AI to: Systematize client experiences Create proprietary intellectual property Enhance CRM usage Boost productivity and free up time Maximize enterprise value and build a practice that lasts This conversation isn’t about theory — it’s a tactical, step-by-step roadmap for forward-thinking financial professionals. 📥 Download the White Paper: Timestamps: 00:00 – Why AI is the next frontier for advisors 01:08 – Meet Duncan MacPherson & the new white paper 03:02 – Why AI adoption is no longer optional 05:11 – Liberating your time with the “hourglass vs shopping cart” analogy 07:42 – Staying current: AI resources advisors should follow 10:30 – How AI helped during a personal crisis 14:12 – How AI is reshaping high-stakes client meetings 16:10 – Prepping for high-net-worth prospects using prompts 17:34 – AI as a productivity tool, not a threat 20:05 – Role–Goal–Soul: A framework for better AI prompts 24:10 – How to create scalable, referable client experiences 26:12 – Content marketing in the age of AI 30:28 – CRM, AI, and emotional intelligence 35:40 – How to overcome resistance to AI in your practice 38:55 – Long-term business impact: Building enterprise value with AI 40:34 – Finding the balance between AI and EI (emotional intelligence) 🎙️ Guest Bio: Duncan MacPherson is the CEO of Pareto Systems and co-author of The Blue Square Method and The Advisor Playbook. He is one of the most respected voices in practice management, helping top advisors build scalable, referable, and franchise-ready businesses. Connect with Duncan: 🔗 🔗 Follow Duncan on LinkedIn: Connect with Jay: 🌐 🎥 YouTube: @sjaycoulter 📩 Subscribe for updates, tools, and resources. /episode/index/show/theresilientadvisor/id/36104840

How Financial Advisors Can Increase Referrals with Matt Halloran 04/02/2025

Revisiting Dual Momentum Investing with Gary Antonacci 03/25/2025

How To Discuss The Markets With Worried Clients 03/14/2025

How To Listen When Markets Speak with Larry McDonald 11/16/2024

You Weren't Supposed To See That with Josh Brown 11/01/2024

The Soul of Wealth with Dr. Daniel Crosby 10/26/2024

JB O'Banion of Titleist Asset Management on RIA Stories 07/01/2024

Shannon Spotswood of RFG Advisory on RIA Stories 06/20/2024

Animal Farm and Your Career 06/01/2024

Rob Sandrew of Integrated Partners on RIA Stories 05/25/2024

Ritik Malhotra of Savvy Wealth on RIA Stories 05/17/2024

Jason Gordo of Modern Wealth on RIA Stories 04/25/2024

The Lieutenant Rowan Mindset 04/20/2024

Pick Up The Phone 04/13/2024

Failure, Sales & Money Market Risk 04/11/2024

Lessons From A Legend 04/06/2024

Assumptions and Donkeys 03/30/2024

Handle Hard Better 03/23/2024

Handle Hard Better This is the best framework for handling life's challenges I have ever come across. It is a mental model for grit and perseverance. Since we are in March Madness season, It is fitting that it came from Kara Lawson, the Duke Women's Basketball Head Coach. It is March Madness for those fans who get excited this time of year. How's your bracket doing? Mine's already toast the first weekend. The reason this time of year is so exciting for college basketball fans is the storylines and upsets. Lots of exciting upsets happen every year where the underdog miraculously beats the one, two, or three seed. The media focuses on these great stories and the proverbial Cinderella's. But what about the high -seeded losers of those games. Well, they get the chance to learn from these losses and these lessons transcend the court. Sports can be one of life's best educators. It's not just the winning, the hard work and the commitment that is needed. It's the losing and dealing with the adversity that comes with it. ESPN ran a story on Duke women's basketball coach, Kara Lawson, that caught my attention. Coach Lawson gave an impromptu speech to her team that luckily, someone recorded it. It's a 3 minute master class on mental resilience. Take a listen to this short clip. We all wait in life for things to get easier. Think in your own life if you waited for something to get easier. I just gotta get through this and then it'll be easy. I just gotta get through preseason and then it'll be OK. I've just gotta get through my junior year high school and then the classes are going to get easier. I've just gotta get to my spring and my senior year college is going to be easier. It's what we do. We wait for stuff to get easier. It will never get easier. What happens is you handle hard better. That's what happens. Most people think that it's going to get easier. Life is going to get easier. Basketball is going to get easier. School is going to get easier. It never gets easier. What happens is you become someone that handles hard stuff better. So that's a mental shift that has to occur in each of your brains. It has to. Because if you go around waiting for stuff to get easier in life, it's never gonna happen. Coach Larson's message of you become someone that handles hard stuff better is key. It's a mental shift. Don't wait for stuff to get easier. Losing is part of business, sports, and life. The key is how you handle it. Handle hard better. I hope you enjoyed this Saturday Note. /episode/index/show/theresilientadvisor/id/30505453