407-796-8326
Specialties: Strategic and Tactical growth for Membership Organizations, Business Management & Development
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