“There is a confidence and depth of knowledge and experience that is discovered in a conversation with Jim. He does not forcefully put this in the face of the client but demonstrates it in the process of uncovering the client needs. For me, the focus on what I needed and how I needed to understand an issue is what sets him apart from others in the coaching field.”

— Mark Casady, General Partner & Cofounder, Vestigo Ventures, Former CEO and President, LPL Financial LLC