Jay Coulter, CFP®Aug 1, 2018Resilient Advisor Note (August 2018)Practice management strategies, tools and technologies for financial advisors.
Jay Coulter, CFP®Jul 23, 2018Quantifying Your Work InstinctsHere is a real-world example of how I have applied the Kolbe to improve working with one of my business partners. My numbers show that I am
Jay Coulter, CFP®Jun 29, 2018Where The Pain Was Felt The First Half Of 2018The first half of the year presented investors with some real challenges. Jay Coulter provides a market review.