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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-equity-free matters for advisors who want to build equity in their own business.
You’ll Learn:
The Enterprise RIA model — and how it differs from traditional aggregators
How AI and human service combine inside the TAM360 Platform
The cultural principles guiding Titleist’s growth
How to evaluate firms for true independence and transparency
🎧 Listen and learn how to build a firm that lasts — serving 20,000 families and empowering 100 advisors to own their future.
Learn more: JoinTitleist.com
266 episodes
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