Jay Coulter is an investment strategist, practice management consultant, author and award-winning business speaker. He has two businesses focused on serving financial advisors, teams and firms. Jay is also the host of The Resilient Advisor Podcast and the author of two books, The Resilient Advisor and Conquer Worry.
Jay is the Founder of Pinger Systems, a training and technology firm focused on teaching sales professionals and teams how to implement relationship management systems that expand their professional network and personal brand. The flagship workshop entitled 'Connect & Influence’ teaches attendees how to implement a simple system to grow the right professional connections, generate leads and become an authority in their market. This is the system Jay used to grow his brands to over 200,000 followers on digital media, sell books on 5 continents and earn podcasts downloads from 95 countries.
He also has a consulting practice focused on working with high performing financial advisors through RC Whatley & Company. The firm consults on over $3 Billion in client assets. Jay leverages his 20 years of experience in the investment management industry working for industry leaders such as Morgan Stanley, Lehman Brothers and Charles Schwab to help his clients implement systems designed to improve business performance.
Jay also founded and built the non-profit organization ConquerWorry.org™. It has grown into a global platform with over 175,000 followers on social media, a popular blog that receives tens of thousands of monthly views and hosts guest posts from contributors from around the world. He also produced The ConquerWorry™ Podcast which has been downloaded in over 90 countries, featuring Olympians, NFL players, Hall of Fame college football and basketball coaches as well as players. Today the organization's non-profit initiatives and podcast are run by a team of volunteers from 5 different continents.
His previous responsibilities have included managing a $250,000,000 financial planning and investment advisory practice and a $500,000,000+ commodity portfolio. He also taught a course on Business Building Strategies for Financial Advisors available on Udemy.
Jay holds an M.B.A. from the Goizueta Business School at Emory University and a B.S. in Business Management from The University of Tennessee. Jay has earned the Certified Investment Management Analyst® and Certified Financial Planner® designations.