top of page


How To Discuss The Markets With Worried Clients
Use this framework for calming clients worried about market volatility.


Japan
One of the first things that struck me in Japan was the profound sense of respect that permeates every aspect of daily life.Â
Jay Coulter, CFP®, CIMA®
Jul 27, 2024

Don't Unplan The Planner
One of the most common yet counterproductive behaviors in organizations is when team members, or sometimes even leaders.
Jay Coulter, CFP®, CIMA®
Jul 13, 2024


Should You Start A Newsletter?
If you are even slightly inclined, I highly recommend trying it.Â
Jay Coulter, CFP®, CIMA®
Jul 6, 2024


Kindness & Impact
You never know whose life you are going to impact with simple kindness.
Jay Coulter, CFP®, CIMA®
Jun 29, 2024


Monopoly and Meaning
Imagine what would have happened if Donald Trump had married Leona Helmsley and they would have had a child.
Jay Coulter, CFP®, CIMA®
Jun 15, 2024


Death & Accomplishments
We are remembered for the things you can't buy.
Jay Coulter, CFP®, CIMA®
Jun 8, 2024


Politics & Ants
In a society, much like in 'The Jar', different groups of people, political parties, and social classes—can coexist relatively peacefully
Jay Coulter, CFP®, CIMA®
Jun 1, 2024


Animal Farm & Your Career
Just as the animals envisioned a utopia, advisors saw the RIA model as a way to create a client-centric approach to financial advice.Â
Jay Coulter, CFP®, CIMA®
May 25, 2024


The Power of Appearance: Lessons from Kennedy, Reagan, and Kristian
Kennedy's strong television presence played a significant role in swaying undecided voters and ultimately contributed to his narrow victory
Jay Coulter, CFP®, CIMA®
May 17, 2024


Lessons From A Baseball Coach
Don't always follow the GPS. Trust your gut.
Jay Coulter, CFP®, CIMA®
May 11, 2024


Don't Major In The Minor Things
Time is more valuable than money. You can get more money, but you cannot get more time.
Jay Coulter, CFP®, CIMA®
May 4, 2024


Start With You
Don't try to fix anything until you fix yourself first
Jay Coulter, CFP®, CIMA®
Apr 27, 2024


The Lieutenant Rowan Mindset
Should a ‘Lieutenant Rowan Mindset’ filter be applied to everyone on your team or in your organization?Â
Jay Coulter, CFP®, CIMA®
Apr 20, 2024


Pick Up The Phone
Pick up the darn phone and call someone you care about.
Jay Coulter, CFP®, CIMA®
Apr 13, 2024


Lessons From A Legend
Always make a point to seek advice from people older and more experienced than yourself.Â
Jay Coulter, CFP®, CIMA®
Apr 6, 2024


Assumptions and Donkeys
What assumptions are you making about your clients and prospects?
Jay Coulter, CFP®, CIMA®
Mar 29, 2024

Handle Hard Better
Learn how to handle hard better.
Jay Coulter, CFP®, CIMA®
Mar 23, 2024

Knowers vs Learners
A ‘Learner’ is someone who is always seeking to learn more, understanding that they can’t possibly know everything.
Jay Coulter, CFP®, CIMA®
Mar 16, 2024


The Dark Triad & Entrepreneurs
A look at the Dark Triad and business.
Jay Coulter, CFP®, CIMA®
Mar 9, 2024
bottom of page