Jay Coulter
Jay Coulter is a practice management and investment portfolio construction expert. He has two businesses focused on serving financial advisors, teams and firms. 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 implement 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.
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.
His previous responsibilities have included managing a $250,000,000 financial planning and investment advisory practice and a $500,000,000+ commodity portfolio. He also taught a course on Business Building Strategies for Financial Advisors available on Udemy.
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.
Jay Coulter is a practice management and investment portfolio construction expert. He has two businesses focused on serving financial advisors, teams and firms. 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 implement 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.
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.
His previous responsibilities have included managing a $250,000,000 financial planning and investment advisory practice and a $500,000,000+ commodity portfolio. He also taught a course on Business Building Strategies for Financial Advisors available on Udemy.
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.
Five Steps To A Resilient Advisory Business
Most financial advisors are overwhelmed, overworked and not growing organically. A large percentage of advisors are not happy with their business today.
In Jay's role as a practice management consultant, he and his team get to model what top-performing financial advisors do that optimize their business, reduce workloads and drive...
Connect & Influence - How To Build A Digital Marketing System To Generate Leads
In the Connect & Influence workshop, financial advisors learn how to build a simple system that will help them stay connected with key contacts while growing their professional network.
THE LEARNING CONTINUES AFTER THE WORKSHOP: Each workshop attendee receives a free 30 day trial of the Digital...
People | Purpose | Profits - How To Develop Better Relationships For A Greater Purpose
- The Good, Bad & Ugly of Social Media
- Social Media in the workplace
- The 'New Networking'
- A simple social media program for people who don't like Social Media
- Five Steps To Connecting with people who matter
ConquerWorry™ - How Top Performers Build Their Mental Resilience To Stress
- The Stress Epidemic
- Three Sciences of Mental Resilience
- Emotional Intelligence
