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Simplify Your Business.

Without simple systems, your business will always be in a state of chaos.

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after implementing the Resilient advisor framework

 

you will become hyper-focused, clear on your value, confident in your ability to grow and free to build your ideal life.

Step 1
Learn The framework
step 2
simplify your systems
step 3
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
  • There is a lack of goals & accountability for all team members
  • Investment Management is overwhelming
  • 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.

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The Resilient advisor™ difference:

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  • 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
Pricing

SIMPLE PRICING*

Monthly Retainer: $3,000 with no Contracts 

*Includes the Resilient Advisor Models 

* The program requires $1.5M in annual revenue

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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