Resilient Advisor
@resilientadvsr
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We help you solve The Advisor’s Dilemma: How can I maximize my firm’s value and simplify my business? | Resilient Advisor Network | Founder @sjaycoulter
USA
Joined August 2017
CRM + AI is no longer optional. It’s the new mandate for advisors. If you're not capturing what clients really care about—family, career, lifestyle—you’re missing the point. 👉 Watch @Pareto_Systems Duncan MacPherson and @sjaycoulter break it down in this clip.
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RT @sjaycoulter: 1. I would be terrified to have @kendrarockslife & @DefineFinancial dissect my marketing. They are very good at it!.2. I r….
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🔵Struggling with client conversations? .▶️This framework could be helpful. @sjaycoulter .
resilientadvisor.com
Use this framework for calming clients worried about market volatility.
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RT @sjaycoulter: In grad school, my 70-year-old professor said:. 🗣️ “The day you say you’re too old for new tech is the day the countdown t….
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RT @sjaycoulter: 🗒️This week's Saturday Note: Is there anything that you were deeply convicted about, but most people thought you were fool….
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RT @sjaycoulter: CRM + AI is no longer optional. It’s the new mandate for advisors. If you're not capturing what clients really care about….
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RT @sjaycoulter: 🚨 New Podcast Drop: How Top Advisors Are Using AI to Scale Faster & Work Less. 🎙️ w/ @Duncan8020 .📄 17 Real AI Use Cases.💡….
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RT @sjaycoulter: Financial Advisors: How do you generate meaningful referrals?.🎙️I sat down with @ProudMouth_ Co-founder @MattHalloran_ to….
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RT @sjaycoulter: "They (Investors) should want the stock market to go down. They should want to buy at a lower price." - Warren Buffett.
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RT @sjaycoulter: It was 2008. What later became known as the great financial crisis was just getting started. My career at Lehman Brother….
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RT @sjaycoulter: Advisors: Do you struggle with what planning objectives to discuss with your clients this quarter?.➡️ @MichaelLecours lays….
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RT @sjaycoulter: With the international markets starting to show some life, now could be the time to consider Dual Momentum. I sat down wi….
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RT @sjaycoulter: ➡️ Research shows that loneliness increases your risk of death by 26% - 32%. ➡️ Most struggle with 'Adult Friendships.' .💡….
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This past week I had an experience 39 years in the making. My middle school years were spent in London, England.
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RT @sjaycoulter: Are you an emerging 'aggregator' trying to become a National RIA Enterprise? .➡️This conversation yesterday at @FutureProo….
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RT @sjaycoulter: Here is something interesting I found at @FutureProof_HQ: @FINNYAI . @craigiskowitz interviewed their CEO Eden Ovadia and….
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RT @sjaycoulter: .@saylor on why now is a historic inflection point for Bitcoin today at @FutureProof_HQ with @BobPisani. He says there ar….
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RT @sjaycoulter: Markets are volatile. The financial media isn’t helping. And clients are calling—scared. How you handle these conversat….
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RT @sjaycoulter: Do you know industry conference legend Garbanzo from Advisor AI Partners? . I asked for an interview at @FutureProof_HQ ne….
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