In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart.

Darci draws insights from her chapter in the new collaborative book “Beyond the Broker: Navigating Financial Independence in Wealth Management.” Whether you're a solo advisor or leading a multi-billion-dollar RIA, this conversation delivers practical strategies for building a culture that endures.

Grab the book: Beyond the Broker on Amazon - Link

Learn about the Resilient Advisor Network - Link

About Roklyn Consulting Roklyn is a Fractional Talent Acquisition Partner for California-based wealth management firms. They help advisory firms grow by sourcing and placing Financial Advisors, Planners, and Support Staff aligned with your culture and vision. They also provide confidential transition and succession planning support for advisors looking to make a move or exit the business.

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Website: https://www.jaycoulter.com

Learn more about Resilient Advisor: http://www.resilientadvisor.com

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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 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: ParetoSystems.com

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:
🔗 ParetoSystems.com
🔗 Follow Duncan on LinkedIn: linkedin.com/in/duncanmhttps://www.linkedin.com/in/duncanmacpherson/

Connect with Jay:
🌐 ResilientAdvisor.com
🎥 YouTube: @sjaycoulter
📩 Subscribe for updates, tools, and resources.

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 practical approaches, from using social media to emotional storytelling, to boost referral rates.

Matt also highlights his book 'Shut the F Up and Listen,' which explores different types of listening and his personal experiences with mental health challenges.

Additionally, learn about ProudMouth's new PodRocket Influence Academy designed to help advisors enhance their marketing game.