Best Tina Powell | Intention.ly Podcasts (2025)

1
Strength Beyond Survival: Insights on Resilience with Tina Powell of Intention.ly | EP261 50:18

Play Pause

13d ago50:18

50:18

🎙️ What Does It Really Mean to Be Resilient? Join host Jay Coulter in this powerful episode of The Resilient Advisor Podcast as he sits down with Tina Powell, Partner at Intentionly, industry thought leader, and cancer survivor. Together, they explore the true meaning of resilience when life challenges you beyond the realm of business and personal …

1
Simplify Your Marketing to Scale Your Firm with Kendra Wright | EP262 1:00:23

6d ago1:00:23

1:00:23

Marketing minimalism is the new growth playbook. Kendra Wright of Rebel Media Agency joins Jay Coulter to reveal how advisors can simplify marketing, focus on one channel, and build scalable growth systems that convert trust into clients. What You'll Learn: The least amount of marketing you need to grow How to pick your best-fit marketing channel W…

1
EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee 51:48

10d ago51:48

51:48

Send us a text In this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity. With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience…

1
How to Drive Organic Growth with AI | Eden Ovadia, CEO of Finny | EP260 40:10

19d ago40:10

40:10

Finny CEO Eden Ovadia joins Jay Coulter to discuss how AI can turn organic growth from a grind into a system. Learn how to automate outreach, build focus, and grow authentically. What You'll Learn: Why most firms overestimate organic growth How AI helps identify high-propensity prospects The importance of niche and focus in scaling Ways to humanize…

1
Building the Enterprise RIA with Jay Coulter, CEO of Titleist Asset Management | EP259 37:47

26d ago37:47

37:47

In this episode of The Resilient Advisor, Jay Coulter joins Tina Powell to share how Titleist Asset Management is redefining advisor independence through operational excellence, AI-enabled innovation, and long-term freedom. Coulter discusses the firm's evolution from aggregator to enterprise, the role of the TAM360 Platform, and why staying private…

1
How to Build a $1B RIA Quickly with Jason Wenk, Altruist CEO | EP258 48:33

1M ago48:33

48:33

AI and Advisor Growth with Jason Wenk At Future Proof last month Jason said 'If I were in private practice I believe I could build a billion dollar private practice in 3 years without any employees.' That is a statement we need to break down! Join us for a conversation on The Resilient Advisor Podcast as we also discuss exactly how technology and A…

1
Crypto Without The Chaos with Tyrone Ross | EP257 51:27

1M ago51:27

51:27

Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate digital assets into your practice—without the hype or headaches. Topics of discussion include debunking client myths about Bitcoin (it's not just a "bubble"!), turning market volatility into trust-bui…

1
Does AI Help With Client Outcomes with Parker Ence from Jump.AI | EP256 45:45

2M ago45:45

45:45

Is AI a threat to financial advisors—or the ultimate "Iron Man suit" for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver better client outcomes, save hours of admin time, and wi…

1
Managing Market Risk and Marketing with Manish Khatta 37:09

2M ago37:09

37:09

In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing. Manish is known for his no-nonsense approach to portfolio management and advisor communication. From navigating today's volatile markets to b…

1
Ep 98 Changing It Up: Secrets to Leadership, Health & Longevity with Carina Diamond, Chief Executive Officer, GFP Private Wealth 38:35

2M ago38:35

38:35

Send us a text In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership rei…

1
EP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive Officer, Vanilla 52:42

5M ago52:42

52:42

Send us a text Today, I’m thrilled to welcome a powerhouse in fintech and leadership In The Suite: Gene Farrell, President and CEO of Vanilla. If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to talk about how Vanilla is on a mission to reimagine an…

1
Creating a Standout Culture with Darci Smith 27:53

6M ago27:53

27:53

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 collaborat…

1
EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic 49:54

6M ago49:54

49:54

Send us a text Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building. Dan Ru…

1
Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify 44:37

7M ago44:37

44:37

Send us a text Today, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scal…

1
Actionable AI Strategies for Advisors with Duncan MacPherson 41:13

7M ago41:13

41:13

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…

1
EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast) 33:33

7M ago33:33

33:33

Send us a text In this debut episode of the Don’t Do That podcast, host Kelly Waltrich—CEO and Co-Founder of Intention.ly—sits down with her friend, partner, and colleague Tina Powell for a candid, behind-the-scenes conversation about building businesses, leading with heart, and the hard-won lessons that fuel long-term growth. Kelly shares how her …

1
How Financial Advisors Can Increase Referrals with Matt Halloran 35:38

7M ago35:38

35:38

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…

1
Revisiting Dual Momentum Investing with Gary Antonacci 23:03

8M ago23:03

23:03

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…

1
How To Discuss The Markets With Worried Clients 6:19

8M ago6:19

6:19

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…

1
EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry) 38:01

8M ago38:01

38:01

Send us a text In this episode of WealthTech on Deck, host Jack Sharry sits down with marketing powerhouse Tina Powell, Partner and Chief of Community at Intention.ly. Tina is not only a trailblazer in the digital marketing and fintech space but also a fierce advocate for cancer awareness, bringing resilience and purpose to everything she does. Tog…

1
EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance 44:38

10M ago44:38

44:38

Send us a text Today, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since join…

1
EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire" 55:00

11M ago55:00

55:00

Send us a text I’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and finan…

1
EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle 53:59

12M ago53:59

53:59

Send us a text Today, we’re thrilled to welcome the incredible Carolyn Armitage In the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle, she’s not just building a network; she’s igniting a movement. Within RIA Circle, Car…

1
How To Listen When Markets Speak with Larry McDonald 43:06

12M ago43:06

43:06

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…

1
You Weren't Supposed To See That with Josh Brown 41:59

1y ago41:59

41:59

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…

1
The Soul of Wealth with Dr. Daniel Crosby 37:38

1y ago37:38

37:38

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…

1
EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity 44:00

1y ago44:00

44:00

Send us a text Today, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes…

1
EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship 49:12

1y ago49:12

49:12

Send us a text Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond. In this e…

1
EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism 53:25

1y ago53:25

53:25

Send us a text Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transform…

1
JB O'Banion of Titleist Asset Management on RIA Stories 28:21

1+ y ago28:21

28:21

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…

1
Shannon Spotswood of RFG Advisory on RIA Stories 1:07:15

1+ y ago1:07:15

1:07:15

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…

1
Animal Farm and Your Career 5:40

1+ y ago5:40

5:40

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/…

1
Rob Sandrew of Integrated Partners on RIA Stories 1:08:29

1+ y ago1:08:29

1:08:29

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…

1
Ritik Malhotra of Savvy Wealth on RIA Stories 52:14

1+ y ago52:14

52:14

Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resil…

1
Jason Gordo of Modern Wealth on RIA Stories 42:42

1+ y ago42:42

42:42

On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting. Learn more about Modern Wealth: https://www.modwm.com Download the RIA Due…

1
The Lieutenant Rowan Mindset 4:04

1+ y ago4:04

4:04

This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.

1
Pick Up The Phone 1:38

1+ y ago1:38

1:38

Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.

1
Failure, Sales & Money Market Risk 9:48

1+ y ago9:48

9:48

A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/

1
Lessons From A Legend 6:57

1+ y ago6:57

6:57

When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/…

1
Assumptions and Donkeys 3:17

1+ y ago3:17

3:17

What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/By Jay Coulter

1
Handle Hard Better 2:26

1+ y ago2:26

2:26

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? …

1
Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks 56:57

1+ y ago56:57

56:57

An advisor's professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life. Shawn has written a new book called The Advisor Transf…

1
Knowers vs Learners - The Saturday Note 3:38

1+ y ago3:38

3:38

Have you ever met someone who was very successful, but you know that they had not reached their potential? This Saturday Note may provide an interesting way to think about these high performers and their potential.

1
Modern Business Development Strategies with Kristin Andree 22:13

1+ y ago22:13

22:13

In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing…

1
Ideas on Change, Service and AI 7:34

1+ y ago7:34

7:34

On this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.

1
EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business Growth 16:45

2y ago16:45

16:45

Send us a text Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate thei…

1
EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through Technology 17:25

2y ago17:25

17:25

Send us a text When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew. With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management…

1
Ep 84 #TinaTalks Battling Lung Cancer: My Story of Survival and Strength 57:34

2y ago57:34

57:34

Send us a text Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares h…

1
Growing A Platform For Financial Planners | An Interview with Michael Kitces & Alan Moore 20:29

2y ago20:29

20:29

Jay Coulter sits down with industry leaders, Michael Kitces and Alan Moore from XY Planning Network. This insightful interview sheds light on pressing challenges in the financial services industry, especially the shortage of financial advisors. The duo also shares how XY Planning Network offers a robust launching platform for serious financial plan…

1
EP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing Conference 1:04:12

2+ y ago1:04:12

1:04:12

Send us a text Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023. This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-sp…