How can financial advisors succeed in this hyper-competitive market? Successful advisors implement resilient systems that turn their practice into a business.
Jay Coulter, CFP®, CIMA® has designed and implemented custom practice management and business development systems for financial advisors, teams and firms across the country. His systems enhance profitability and create capacity for business growth.
Jay has proven that his systems help financial advisors build confidence in themselves, their business and generate organic business growth.
His clients work at the major wirehouses, independent broker-dealers, insurance companies and RIA's. He delivers his programs though Business Keynotes, Consulting Engagements and Workshops.
Keynote: Five Steps To A Resilient Advisory Business - How to implement systems that turn your advisory practice into an automated advisory business.
Most financial advisors are overwhelmed, overworked and not growing organically. A large percentage of advisors are not happy with their business today.
In Jay's role as a practice management consultant, he and his team get to model what top-performing financial advisors do that optimize their business, reduce workloads and drive results.
Success Requires Systems - Attendees learn how top-performing financial advisors, teams, and firms implement customized business systems in 3 core areas: Client Service, Investment Management, and Business Development. Once implemented, financial advisors become the CEO of their business and are able to establish a personal brand that is distinguished from the competition.
Actionable Systems - After the presentation, attendees will be empowered to build their own customized systems. Attendees will have free access to key tools, templates and training videos that will empower the advisor to implement the systems that build a resilient advisory business!
Follow-up Resources For Attendees:
Kolbe A Assesment Review (Complimentary)
RC Whatley 50 & 5 Book Analysis (Complimentary)
Client Service Matrix Template & Training Video
LinkedIn Training Videos from Pinger Systems
Digital Lead Generation Training (Video)
30 day trial of the Digital Sales & Marketing System from Pinger Systems