our mission
Empower Financial Advisors with Radically Simple Systems.
How we do it
02
resilient model portfolios
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
Broadcast Network & Education Platform Exclusively For Financial Advisors.
05
Advisor Masterminds & Retreats
Exclusive Mastermind Retreats For Top Independent Financial Advisors. (Coming 2023)
Meet The Resilient Team
Gwynneth Shipley
Chief Marketing Officer, Head Creative and Video Production Coordinator.
Jay Coulter, CFP®, CIMA®
Coach & Investment Strategist
Chris Ellen Coulter
Social Media Manager, Operations Coordinator & Marketing Research