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What a pleasure to get to know Jim. He has a big heart, big ideas and big energy. Both myself and my clients have personally…
James is one of the brightest minds I have met in our business. I have personally benefited by using his podcast and listening to him…
I have found Jim to be a top notch professional in his field. He has given me solid advice, not only professionally, but in many…
I have always found Jim to be a good thinker and sound decision maker. He’s the type of leader you can count on.
Jim spoke at the NAIFA Convention (National Association of Insurance and Financial Advisors) in September of 2013. He created Real Wealth® and showed us how…
James is a very knowledgeable and trustworthy person who shares his skills and ideas willingly.
I have worked with Jim for years, and always am impressed by his unlimited energy and passion for his clients. I can’t think of a…
Jim’s Real Wealth® Program is an outstanding NAIFA member benefit and Jim is a great resource and friend to NAIFA. I highly recommend Real Wealth®…
Ever since reading the published reports of a negative savings rate in our country, I have had a passion for making a difference in improving…
I was in transit so I listened to it in my car. Learned a lot. Keep up the good work. I’ll be there in May….
That was one of the best webinars I have attended. I have been in the business for almost 20 years and I took away some…
I found Alan Pratt’s webinar very insightful; it opened my eyes to the importance of truly understanding the values and the life stories of the…