RIA Stories

Do you know Garbanzo from Advisor AI Partners? He has quickly become an industry conference legend. I asked for an interview at Future Proof next week in Miami. He said, 'Forget that, I am picking you up at the airport and I am your co-host next week dude!' He can be very demanding. ?? DM me or come find Garbanzo and his human David Ortiz and we will help get your story out to the advisor community. Resilient Advisor Podcast RIA Stories Advisor AI Partners LLC

For Financial Advisors considering a move, understanding the Tech Stack is vital. We believe in autonomy and freedom at Titleist Advisor Network. We are multi-custodial and open to technological innovation as it is critical in our rapidly evolving industry. ??? Listen to Co-founder J.B. O'Banion explain our approach to Technology in this clip from his interview on Resilient Advisor's RIA Stories. ?? Learn more about finding your freedom by visiting Titleist Advisor Network: https://lnkd.in/eMKShq9B Byron Fields Dave Smidebush Neil Kalb Cam Blake Ana Sanchez Katarina Partalas Jay Coulter, CFP?, CIMA? Gery Sadzewicz Gery Sadzewicz Consulting, LLC #RIA #TransitiontoRIA

“Advisors are drawn to our firm because we offer true independence coupled with robust operational support.” - J.B. O'Banion Co-Founder ?? From the press release announcing Titleist Asset Management, LLC. crossing the $2B AUM threshold. ?? Read more here: https://lnkd.in/gMZU_WR9 Byron Fields Dave Smidebush Neil Kalb Kam Kronenberg Rusty King Ana Sanchez Cam Blake Katarina Partalas Hayden Brown Jay Coulter, CFP?, CIMA? Resilient Advisor #InvestmentAdvisor #RIAGrowth #RIA #findyourfreedom

New research from Cerulli Associates identifies the top factors of affiliation. I think culture/community should be a factor. What do you think is missing from the top 5? RIA Stories Rob Sandrew J.B. O'Banion Ritik Malhotra Shannon Spotswood Jason Gordo

J.B. O'Banion comes on RIA Stories to discuss Titleist Asset Management, LLC. with Jay Coulter, CFP?, CIMA?.

RFG Advisory has a compelling story for advisors. Shannon Spotswood came on the RIA Stories series to provide advisors with a deep look at the firm. This is part of the RIA Stories series on the Resilient Advisor Podcast with Jay Coulter, CFP?, CIMA?. ? From FinancialAdvisor.TV

Rob Sandrew from Integrated Partners comes on RIA Stories with Jay Coulter, CFP?, CIMA?. RIA Stories is a series on the Resilient Advisor Podcast that provides advisors with a deep dive into potential National RIA Partners. ? From FinancialAdvisor.TV

The Savvy Wealth RIA Stories episode with Ritik Malhotra and Jay Coulter, CFP?, CIMA? from Resilient Advisor. ? FinancialAdvisor.TV

Jason Gordo from Modern Wealth Management provides a deep dive into Modern Wealth Management on this episode of RIA Stories from Resilient Advisor and Jay Coulter, CFP?, CIMA?.