Jim built a very successful client practice as a financial advisor for 15 years. He was consistently one of the top performers in his firm.  In 2007, Jim sold his client practice to pursue more balance in life and spend more time with his family.

Jim knows and understands the financial industry and what it is like to be an advisor.  He's been through the start-up, the growth, the lulls, the bear markets and also the bull markets.  Jim built a successful business from the ground up with no acquisitions. He has some interesting experiences and insights on how he built a successful practice and his candid thoughts on the industry. Some of his past presentation topics:

1. Selling a successful practice
2. Marketing your way to the top
3. Becoming the expert
4. Standing out among your competition
5. Internet marketing
6. Investing is not rocket science
7. Helping clients organize their estates