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Jay Coulter
CFP®, CIMA®
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Join date: Sep 2, 2020
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Sep 2, 2020 ∙ 1 min
Advisor Sentiment Survey:Model Portfolios & Coronavirus With Caleb Eplett of YCharts (EP130)
Advisor attitudes towards model portfolios are changing in the post-crisis world. The YCharts team just released a new survey on this issue.
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Sep 2, 2020 ∙ 1 min
The Three Types Of Advisors In A Post Crisis World With Penny Phillips (EP129)
Penny Phillips of Thrivos Consulting and Jay Coulter discuss current industry trends that they see in the evolving industry.
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Sep 2, 2020 ∙ 1 min
Approaching Sales Like A World-class Athlete With Michael St Lawrence (EP128)
SalesGym founder Michael St Lawrence came on The Resilient Advisor Show to share his insights.
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