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our mission

Empower Financial Advisors with Radically Simple Systems.

How we do it

01

Business COACHING

1:1 Business Coaching

For Financial Advisors, Teams & Firms. 

02

resilient oCIO services

Rules-based Model Portfolios, Client Communications and Investment Policy Statements.

03

Transition Services

We help financial advisors transition to independence with our proven custom system.

04

FINANCIAL ADVISOR.TV

Social Media Broadcast Network & Education Platform Exclusively For Financial Advisors.

05

Advisor Masterminds & Retreats 

Exclusive Mastermind Retreats For Top Independent Financial Advisors. (Coming 2024)

Meet The Resilient Team

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Gwynneth Shipley

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Chief Marketing Officer, Head Creative and Video Production Coordinator.

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Jay Coulter, CFP®, CIMA®

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Coach & Investment Strategist 

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Chris Ellen Coulter

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Social Media Manager, Operations Coordinator & Marketing Research

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