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Step 1
Learn The framework
step 2
simplify your systems
step 3
Transform in 90 days
is business chaos holding you back?
Most Financial Advisors are overwhelmed, constantly stressed and insecure about their business. When your business is not organized with simple systems…
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You are not confident in your value
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There is no clarity on how to grow
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You don’t feel like you are taking care of your clients
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There is a lack of goals & accountability for all team members
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Investment Management is overwhelming
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You are not living your ideal life
Being a Financial Advisor should be both rewarding and fun. Most advisors struggle due to the chaos created by complex systems. Learn the Resilient Advisor™ Framework and you will finally feel organized, clear, confident in your business and free to optimize your personal life.
HOW financial advisor COACHING WORKS
The engagement starts with an analysis of your business and human capital. Next we will work through the Resilient Advisor™ Framework to help you create your ideal business.
Start: business Analysis
We do an analysis of your human and business capital. This includes the Kolbe Assessment, detailed book analysis and SWOT profile.
1. Vision & Goals
System
I will teach you and your team The OKR Leadership System that is used by Google, Amazon, Disney and other high growth companies.
2. Client Touchpoint system
The AB Client Touchpoint System™ ensures all of your existing clients are served and your new clients experience a world-class onboarding.
3. wealth management system
This system will provide you with clarity about your story, value proposition and service platform using The Resilient Method™.
4. business growth system
This system will help you map the best path for ideal growth. A system that helps you define your niche, build your influence, and connect with COI's.
The Resilient advisor™ difference:
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Each engagement is 1 on 1 with Jay Coulter, CFP®, CIMA®
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Scheduled calls + 24/7 access to your coach
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Expertise to help you with both your Investment Management and Financial Planning process
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The 90 Day Rapid Transformation Program ensures quick results.
Pricing
SIMPLE PRICING: $10,000
*Includes the Resilient Advisor Models
Note: Jay only works with a limited number of clients at any one time. Space is limited.
Schedule A Call
Schedule A Complimentary Strategy Call To See If
The Program Is A Good Fit For You
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