“I began in 2001 with 70 other rookies at a major brokerage firm. By 2003 I concluded I needed a coach to survive so I contracted Jim. With his help my business went to a record level, and I realized I no longer needed to ‘partner up’ with a senior advisor — with the skills I learned from ‘Da Coach’ I now know I can do this business on my own. By the way, I’m one of only 5 left from my first year. I know a lot of former FA’s who could have used Jim’s help instead of going under.”

Jamie B., Financial Advisor, Paramus, NJ