About Jim

Jim increases revenues, adds clients and opens markets by strategically building meaningful relationships as a trusted advisor based on rapport and confidence. Focused on contributing to success, he develops and executes plans with hands-on skill managing engagements, investments and analyses.

Jim grows new entrants and established firms with a disciplined, multi-faceted approach
“I manage accounts strategically building 1st-call relationships with decision makers at significant targets and reference-able adopters. Opportunities increase and retention improves because I work cross-functionally, developing business at all organizational levels. I concentrate on delivering measureable benefits to firms and their clients by translating complexity into solutions. “

Work with Jim
A focused, pleasantly persistent self-starter, Jim works with firms looking to build business strategically through consultative sales. Key areas of expertise include:
• Driving results with a proactive relationship strategy
• Selectively developing trusted advisor engagements
• Translating complexity to deliverable, explainable solutions with authentic benefits
• Managing investments, analyzing and applying quantitative processes
• Passionate, credible communicator
• Individual contributor or team leader
• Leading with influence

Jim works with businesses looking to build business with financial advisors, financial planners, wealth managers and family offices.