Building Resilience In Business & Life with Jay Coulter

Episode: 018

This week on the Maximum Advisor Podcast host Chip Munn is joined by Jay Coulter, CFP®, CIMA®. Jay is the host, author, and founder of the Resilient Advisor. The Resilient Advisor Podcast began about 3.5 years ago after Jay began coaching advisors and saw the value in sharing their stories and conversations. Jay finds that his podcast provides him with the opportunity to share best practices and meaningful tips on everything from stress, anxiety, and human struggles to business and marketing systems across the advisor community. 

Beginning his professional career in the mid-90s with Dean Witter Reynolds, prior to their acquisition by Morgan Stanley, Jay quickly grew from their bullpen into a position with Lehman Brothers, where he would spend most of his career in asset management. After a few more transitions, Jay decided it was time to start his own coaching firm.

Jay's first podcast, The ConquerWorry™ Podcast, was based on a book he had written on particularly impactful life experience. When Lehman Brothers dissolved in 2008, Jay had a lot of his self-worth wrapped up in his role with the firm and felt a little lost without it. He transitioned to a large European Insurance company, hoping to ride out the rest of the financial crisis there. However, in an unfortunate turn of events, that company also would be dissolved a meer 60 or 70 days later.

Having just had a daughter born premature and with a spirit to carry forward and the drive to provide for his young family, Jay didn't let on to anyone that he was feeling stress and simply kept going - which would eventually become his downfall and the reason for the writing of his book,
Conquer Worry: How to Build a Simple Daily System to Reduce Stress, and the beginning of his first podcast of the same name.

Listen in now as Chip and Jay discuss topics such as mental health, self-care, and creating a system for success.
 Some of the most valuable conversations this episode include: 

  • What does 'resilience' mean for financial advisors, specifically?
  • What would Jay consider to be the 'causes' of stress, and how does that most commonly play out in the everyday lives of the advisors that he coaches?
  • How to best clean up your disorganized process into a branded process and story.
  • What the protocol system is, and why is it essential for advisors to practice every day?
  • Some of the best practices in determining what works for you in improving your mental health and the ability to manage stressful situations.
  • Why it is critical even for independent advisors to strive to find themselves in community with other like-minded professionals.


The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at


And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:

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Signature Wealth Group Makes’s 2019 Thrive List Of Fastest-Growing Advisors

Florence,  SC (November 4, 2019)— Signature Wealth Group ( has been named a recipient of the 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. The 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of Thrive Advisors is three times that of the overall industry.


“Over the past three years, we’ve worked to build an outstanding team and it’s really rewarding to see their hard work get recognized. More importantly, we’re excited about the various ways this growth has allowed us to continue to enhance the services available to our clients.” said Chip Munn, CEO of Signature Wealth Group. Read more >

Jay Coulter

Jay Coulter, CFP®, CIMA®

Host, Author, & Founder, Resilient Advisor

Connect with Jay:



Jay Coulter, CFP®, CIMA® is a Wealth Strategist & Business Consultant to financial advisors, teams and firms. He is also the host of The Resilient Advisor Podcast and the author of The Resilient Advisory BusinessThe Resilient Advisor and Conquer Worry. 

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.    

His previous responsibilities have included managing a $250,000,000 financial planning and investment advisory practice at Morgan Stanley and building out a $500,000,000+ commodity Exchange Traded Fund that was sold to Wisdom Tree.

Jay also founded and built the non-profit organization™.  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.

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.