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Jay Coulter
CFP®, CIMA®
Most advisors, teams and firms
struggle with 4 major roadblocks:
1. They don't have a defined client communication system that properly serves their client base.
2. They are not confident in their investment process and story.
3. They do not have a system to build new business relationships.
4. They don't feel that they are leading their team effectively or driving accountability.
In one 60-minute complimentary coaching session, I will solve one of these roadblocks for you and equip you with the tools & resources to execute immediately.
Advisors that complete a complimentary coaching session leave empowered with one of the following:
A defined client touchpoint system
A brandable wealth management story & process
a systematized growth program
A proven tool that empowers leadership & Growth
what is the catch? is this just a sales pitch?
Every session ends with the advisor having a customized system and the resources to solve the major roadblock they face. period.
The resilient advisor® cornerstone coaching program & Workshops are designed to help solve all 4 major roadblocks. I am confident that once you experience a breakthrough with one roadblock, you will consider my programs for future needs.
schedule your complimentary coaching session & start removing the major roadblocks in your business!
Schedule Your CCS
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