Jay Coulter, CFP® & CIMA®
@sjaycoulter
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I build RIAs | 🎙️ @resilientadvsr Show | "No price is too high for the privilege of owning yourself" - Friedrich Nietzsche
Atlanta, GA
Joined May 2009
Some personal news to share. I am very fortunate to be cancer free today, but I have been in a battle with both Lymphoma and a tumor in my parotid gland that I kept under wraps. I am sharing this now to hopefully be a resource to anyone who is struggling. After this experience,
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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. Document. Leverage. Deepen relationships. 👉 Watch @Pareto_Systems Duncan MacPherson break it down in
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700 years ago there was this guy who was so rich. when rolled to town the local currency plummeted in value. for a decade! .🚩 He was also not very happy.
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Can you relate?.I am a workaholic. I don't have any hobbies. It is time for this to change. This week's Saturday Note.
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It is all that matters. .
It’s all about liquidity: The S&P 500 has hit a new all-time high, fueled by record levels of US money supply.
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RT @resilientadvsr: CRM + AI is no longer optional. It’s the new mandate for advisors. If you're not capturing what clients really care ab….
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Who would do this?.
So a ton of people are about to delete their $RDDT accounts? Because this is atrocious. 😂
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Today, I take my son to college. It’s a reminder that parenting isn’t always about holding on. Sometimes, the strongest thing a father can do is let go. This week’s Saturday Note: “Seasons of Life” — inspired by the Roman legend, Cincinnatus.
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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 to your career’s end begins.”. That was 20 years ago. The clock runs faster now. Adapt or get run over. 👊
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I was thinking that my marketing is getting stale. But …There is a stack of these at the YMCA this morning. 🤷
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Takeaways from 'The Evolution of Reporting and Digital Journalism + Your Brand' hosted by @JasonLahita:. "The advantage to digital is that we can update a story in real time." - @Think_JanetL . Jason Lahita: "Everything you put on social media is fair game for a journalist to.
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1. I would be terrified to have @kendrarockslife & @DefineFinancial dissect my marketing. They are very good at it!.2. I re-learned how important Storytelling is to marketing. 3. You need to fully automate your email sequence. (The jab-jab-jab-right hook method from Gary V).4.
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Packed room for @davezoller_'s presentation at Jolt. If you could not get in like me, check out his interview with @Brad_Johnson on how he leveraged YouTube to grow. @DbdlPodcast .@SnappyKraken .
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There were some great takeaways from the BeFi panel hosted by @ycharts CEO @Sean_YCharts at Jolt this morning. ➡️My favorite quote is from Meghaan. “There would not be entrepreneurs if there were not overconfidence bias.” - @MeghaanL, @shapingwealth . “The unenlightened.
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Advisors For Humanity introduced this morning at the Jolt Conference. @humanadvisors . Looks interesting. ➡️ @SnappyKraken
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Saturday AM rake by the boy. I am going to miss this…
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🗒️This week's Saturday Note: Is there anything that you were deeply convicted about, but most people thought you were foolish in your thinking? Did you stand your ground or follow the crowd?.
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