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

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