Simplify Your Business.
Without simple systems, your business will always be in a state of chaos.
after implementing the Resilient Method™
you will become hyper-organized, clear on your value and regain your confidence.
Most advisors struggle with 1 or More of these roadblocks
1. They don't feel like they are taking care of their existing clients.
2. They are not confident in their investment process and client value.
3. They do not have a system to drive new business.
4. They don't feel that they are leading their team effectively.
the resilient method™will help you transform your business
Advisors that complete the program have:
A defined client touchpoint system
A branded wealth management story & process
a systematized growth program
A proven tool that empowers leadership & Growth
HOW BUSINESS COACHING WORKS
The engagement starts with weekly meetings that focuses on our 5-step method that builds the foundational systems for your 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:
Every Engagement is 1 on 1 with Jay Coulter, CFP®, CIMA®
Scheduled calls + 24/7 access to Jay because life happens in real time
Jay's resilient advisor podcast helps provide access to other industry experts and leaders
Investments Matter. we are experts at helping you streamline your investments
SIMPLE PRICING
monthly retainer: $1500 with no Contracts
*To qualify you need $1M+ in annual revenue.
*Includes the Resilient Advisor Models