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Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Creating a Standout Culture with Darci Smith

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Manage episode 480737738 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

Follow Jay Coulter:

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

Website: https://www.jaycoulter.com

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

© Resilient Advisor. All Rights Reserved

#resilientadvisor #resilientlife #financialadvisor #financialadvisorpodcast

  continue reading

261 episodes

Artwork
iconShare
 
Manage episode 480737738 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

Follow Jay Coulter:

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

Website: https://www.jaycoulter.com

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

© Resilient Advisor. All Rights Reserved

#resilientadvisor #resilientlife #financialadvisor #financialadvisorpodcast

  continue reading

261 episodes

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