Jay Coulter, CFP®, CIMA®

Jay Coulter

CFP®, CIMA®

"My professional mission is to have a significant impact on the retirement crisis by empowering financial advisors to better serve their clients."

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 RESILIENT ADVISOR SHOW 

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The Resilient Advisor Show is focused on bringing Financial Advisors best-in-class strategies, resources and thought leaders. Each show is designed to be both entertaining and educational...The opposite of a cold, boring veiled sales pitch known as a webinar.

The Resilient Advisor Show

The Resilient Advisor Blog

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 BOOKS & PROGRAMS 

Download complimentary digital copies of works and programs by Jay Coulter.

The Resilient Advisor by Jay Coulter

OKR Leadership Program

AB Client Touchpoint System

The Pinger System

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 BUSINESS CONSULTING  

Business Meeting

The Resilient Advisor™ Consulting Program is for financial advisors & advisory firms that are looking for a systematic approach to their business and want to have an impact on the retirement crisis. 

Learn more about pricing and availability.

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INVEST WITH JAY

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I am a Financial Advisor at ResiIient Wealth where I provide portfolio management, financial planning and tax planning services to executives age 50+ in the financial services industry.

For disclosure information please see here.

 

 

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 ABOUT JAY 

Jay Coulter, CFP®, CIMA® is an Investment Strategist & Business Consultant to financial advisors, teams and firms. He is also a Managing Partner at Resilient Wealth.

 

He is the host of The Resilient Advisor™ Show and the author of The Resilient Advisory BusinessThe Resilient Advisor and Conquer Worry.  

Jay leverages his 20+ years of experience in the investment management industry working for industry leaders such as Morgan Stanley, Lehman Brothers, Guggenheim and Charles Schwab to help his clients implement systems designed to improve business performance.    

 

His previous responsibilities have included managing a $250,000,000 financial planning and investment advisory practice at Morgan Stanley and building out a $500,000,000+ commodity Exchange Traded Fund that was sold to Wisdom Tree. 

 

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. 

 

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.  He has earned the Certified Investment Management Analyst® and Certified Financial Planner® designations.