This seminar is designed specifically for financial services professionals who are looking for ideas that can help grow their business. It is a collection of some of the most effective business building strategies in the industry. Each idea is simplified and presented in a format that lets the student quickly move through the course and focus on ideas that make sense for the participant. The material is broken into four distinct sections that make the seminar easy to focus what make sense for each students business growth objectives. Today's volatile markets present a great opportunity for financial advisors to grow their business and this seminar provides a great opportunity to explore what is working in the field today.
Jay Coulter is a Business & Investment Strategist, author and award winning business speaker. He has two businesses focused on serving financial advisors and B2C Executives. 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, where he and his team help Financial Advisors and B2C professionals implement his marketing systems to expand their professional network while becoming authorities & influencers in their market.
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.
His previous responsibilities have included managing a $250,000,000 financial planning and investment advisory practice and a $500,000,000+ commodity portfolio.
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.