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our mission

Empower Financial Advisors with Radically Simple Systems

How we do it

01

oCIO services

Model Portfolios, Client Communications and Investment Policy Statements.

02

Business COACHING

1:1 Business Coaching

For High Performing Advisors 

03

Transition Services

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

04

FINANCIALADVISOR.TV

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

The Resilient Team

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Jay Coulter, CFP®, CIMA®

Chief Investment Strategist 

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Gwynneth Shipley

Director of Marketing

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Chris Ellen Coulter

Executive Assistant

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Ken Hoadley

Video Marketing Manager

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