Client Acquisition


Every day, high net worth clients switch advisors, and prime among the reasons is the quality of service. Our client acquisition speakers provide customized programs and strategies on ways to attract and recruit and ultimately retain wealthy clients.

Dan Swift

Dan Swift launched LinkedIn Sales Navigator for Financial Services, Insurance, and Banking. He helps financial professionals survive and thrive in an increasingly digital world

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JAM Consulting Inc.

With a seasoned team, extensive expertise, and a suite of powerful programs, Jam can help you and your organization be more impactful and competitive in today’s dynamic marketplaces.

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Chris Westfall

How’s your elevator pitch? Chris Westfall has created multi-million dollar revenue streams for companies on four continents, with innovative new strategies on leadership communication.

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Jim Morel

Jim Morel is the Founder and Chairman of JAM Consulting specializing in helping select sales groups become more impactful in a highly competitive marketplace.

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