About these summaries
Octagon has summarized 8 episodes of Resilient Advisor Podcast published between Jan 7, 2026 and Oct 19, 2026. Frequent guests include Nathan Harness. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Frequent guests
- Nathan Harness 2
Episodes
- Stay, Move, or Build? The Advisor's Dilemma | Shelby Nicholl
Shelby Nicholl argues that most advisors do not truly choose whether to stay, move, or build until an acquisition, payout change, or custodian rule forces the issue.
- Inside Altruist's Hazel Financial Planning Agent
Fernando San Martin Jorquera says Hazel’s new financial planning agent is meant to compress the most time-consuming part of planning from hours into minutes.
- Key Questions to Start Financial Conversations with Couples
The conversation focuses on three open-ended questions advisors can use to start deeper financial discussions with couples.
- Building the Financial Planning Talent Pipeline with Nathan Harness
Nathan Harness argues that the biggest challenge in financial advice is not clients, products, or AI, but finding and developing the next generation of advisors.
- The Real Role of AI in Financial Planning with Brad Joudrie
Brad Joudrie argued that AI in financial planning is less about flashy generative chat and more about making advice auditable, faster, and scalable inside firms.
- Feel, Fit, and Financials: Evaluating Firm Transitions with Richard Landi
Advisors often make transition mistakes because they focus on headline payout instead of asking the right questions.
- Building the Talent Pipeline for Financial Planning
The conversation centers on how advisory firms can build a durable talent pipeline by working with universities earlier and more intentionally.
- How to Set Up for Success in 2026 with Matt Halloran
Matt Halloran argued that 2026 will reward advisors who stop chasing productivity hacks and instead build systems around AI, marketing, and niche focus.
Resilient Advisor Podcast, its episodes and artwork belong to Jay Coulter, CFP®, CIMA®. Octagon is not affiliated with the show; these pages are independent summaries.
