Overview
The Resilient Advisory Business is for financial advisors and teams who need to transform their practice into a business so they can systematically manage their clients and drive growth. Readers learn how to optimize the business systems that matter the most to their success. This book is 100% actionable and provides access to follow-up templates and training videos for instant execution. If you are a financial advisor who needs a business breakthrough or transformation, this is the book for you! The Resilient Advisory Business will show you how to implement the systems that drive results: -An OKR Goal Setting & Leadership System-An AB Client Touchpoint System-A Branded Wealth Management System-A Pinger Connection & Influence SystemAbout The AuthorJay Coulter, CFP(R), CIMA(R) is an investment strategist and practice management consultant. His businesses are focused on serving investors, financial advisors, teams and firms. Jay is also the host of The Resilient Advisor Podcast as well as the author of The Resilient Advisor (2017) and Conquer Worry (2016). He 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(R) and Certified Financial Planner(R) designations.
- | Author: S. Jay Coulter
- | Publisher: Independently Published
- | Publication Date: Dec 19, 2018
- | Number of Pages: 116 pages
- | Language: English
- | Binding: Paperback
- | ISBN-10: 179200267X
- | ISBN-13: 9781792002670
