Testimonials

“Since I started with you, you’ve helped me change my mindset and motivated me to think bigger, which has resulted in increased success in my practice. I am reading more books and listening to more audio programs. I really like our one-on-one sessions and the fact that I can email you with my questions and successes at any time.”

Chris M.
Financial Advisor, Minneapolis, MN

“I’m a veteran advisor with over 20 years’ experience. The bottom line of working with Jim: I finished the year with a 53% increase in production, and have the #1 growth rate in my branch.”

Richard M.
Financial Advisor, Westfield, NJ

“Thanks to your coaching my personal income went up $50,000 this year, my GDC has increased $150,000, and that’s just the start. I learned a lot about myself and a lot about people. You have really shown me how to keep a positive attitude and taught me how to win. Thank you Jim — it was the best money I ever spent.”

John G.
Financial Advisor Grand, Rapids, MI

“I have the great fortune of having Jim as my business coach. In the short time that we have worked together he has helped me take great strides in taking my business to the next level. We have worked on setting long and short term goals. He has helped me put an action plan together to hit those goals and holds me accountable to executing the activities in the plan. I highly recommend Jim’s services to anyone who is looking for growth in both their professional and personal lives.”

Marc B.
Independent Financial Advisor, Rutherford, NJ