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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. 

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02

resilient model portfolios

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

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03

Transition Services

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

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04

FINANCIAL ADVISOR.TV

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

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05

Advisor Masterminds & Retreats 

Exclusive Mastermind Retreats For Top Independent Financial Advisors. (Coming 2023)

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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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