Jim Roman

Specialties: Strategic and Tactical growth for Membership Organizations, Business Management & Development

Success Track - “Systems and Succession – Life beyond the business!” This program is for the business owners who want to replace themselves in their organization, or sell their business. We will show you how to put processes and systems in place to make the transition to working less hours, transferring the business to to next owner, or retiring, a seamless change.

If you have achieved success in your business, our goal is to help you to start to enjoy your LIFE more. This change can be difficult, and having an experienced team behind you can help you to meet with success in this next phase of your business.

Testimonials

Every Winning Team Has a Superior Coach

I hired Jim Roman to be my coach for my business. I not only hired the best coach but also received a staff of coaches to help me with everything from understanding my numbers, improving my marketing and most of all putting together the best team to run my business. Our firm is winning on so many levels, and the best part is that I now have a life beyond my business. I highly recommend Jim if you want to be the cream of the crop in your industry.

- Trish Ferrier | President, First Class Realty, Inc.

Jim Made Me Brave Enough

I was brave enough to build my house at the lake because Jim helped me envision what my life would be like one day, and I wanted it, so I moved to that goal. At one of his Boot Camps I attended, Jim gave us pins saying, “Leading the Way”; helped me realize what a responsibility each of us have as leaders of our companies. We are providing a living for ourselves, our families and our coworkers. The Boot Camp was exactly what I needed to get me back on track, to movitate me and to get me to focus on moving the company forward. He even talked to me about how to build my business to sell it one day if I wanted—and I have sold the business!!! I have had other mentors in my life, but since my dad died I have had no other mentor like Jim. I am always grateful to him.

- Lorrie Gore | President, Gundlack Plumbing, Cooling and Electric Co.

One of the Best Speakers and Trainers

Jim is one of the best speakers and trainers I have ever seen or heard, and I’ve had the privilege of working with some of the best in financial services over the years. Jim was instrumental in advising me to sell my interest in my former firm and start Financial Freedom Planners. He is very excited about and believes in our vision and mission. He is very smart, extremely dynamic and knows what I do for a living. In addition, he is an expert at networking, developing effective referral partners and relationships. Jim’s advice and counsel have had immeasurable value to me and my startup, especially when I lost momentum at one point.

- Charles Roberts | CFP, President and CEO, Financial Freedom Planners, LLC

An Integral Part of My Success

Jim and I have worked together to build a solid foundation for my business. His coaching has been an integral part of my success in my business as he provides an outside perspective that challenges me. I came from a corporate background and wanted to pursue my own business, but I quickly realized that, even with a graduate degree, I didn’t know what I didn’t know about running and managing a small business. Jim has helped me focus my efforts on those critical elements that have made my business successful while increasing my confidence as a business owner. Jim really knows how to drill down to the basics, in particular the foundational aspects of helping business owners break down their business into more manageable pieces, keeping them focused and on track to reaching goals. He is an excellent coach, trainer and mentor.

- Michele Deane | MBA, Owner, Handyman Matters

Jim Truly Cares About Me and My Company

Jim has the ability to bring a new and unique perspective to the majority of the challenges that I have consulted with him on. It is evident that he truly cares about me and my company based on the fact that he offers more than short-term, "quick fix" solutions. His coaching has really helped hold me more accountable to myself so far as my professional and personal goals.

- Bruce Tibbetts | President, EMC Mechanical Services

The Best Decision You Could Make

If you ever get the chance to work with Jim, I will tell you it’s going to be the best decision you could have done for your business growth. He helped my development tenfold!

- Dusty Feazell | Realtor

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Companies we’ve worked with