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In financial services, bear markets come and go. But the most resilient advisors stand strong even during the toughest crises.
In this episode, Matt Halloran speaks with Jay Coulter, CFP®, CIMA®, executive producer of FinancialAdvisor.TV, the managing partner of Resilient Wealth, and the host of The Resilient Advisor™ Show. Jay shares four key systems to help you build a stronger, healthier practice and improve business performance.
Jay discusses:
- 3 reasons why resilience is crucial for today’s advisors
- How to improve your client communication through business and social touchpoints
- Scalable systems that boost business efficiency
- What it means to own your investment process
- How FinancialAdvisor.TV is a powerful syndication of advisor-focused content
- And more
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