Learn The framework
simplify your systems
optimize your life
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…
You are not confident in your value
There is no clarity on how to grow
You don’t feel like you are taking care of your clients
Investment Management is overwhelming
There is a lack of goals & accountability for all team members
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.
1. business Analysis
We do an analysis of your human and business capital. This includes the Kolbe Assessment, detailed book analysis and SWOT profile.
2. Client Touchpoint system
We build a custom client touchpoint system that ensures all of your clients are serviced at the appropriate levels.
3. wealth management system
This system will provide you with clarity about your value proposition, story and brand.
4. business growth system
This system will help map the best path for growth. A system that helps you build influence, define your niche or build COI's.
5. Leadership System
I will teach you and your team The OKR Leadership System that is used by Google, Amazon, Disney and other high growth companies.
The Resilient advisor™ difference:
Each engagement is 1 on 1 with Jay Coulter, CFP®, CIMA®
Scheduled calls + 24/7 access to your coach
Expertise to help you with both your Investment Management and Financial Planning process
Monthly Retainer: $1000 with no Contracts
*Includes the Resilient Advisor Models