Financial Advisor Training & Coaching


You are looking for more than a keynote presentation. Each program is customized to the client’s needs and focuses on providing accountability and post-event work to ensure you get the results you are looking for.

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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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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Gary Sinderbrand

Gary brings a unique combination of decades long experience as a high Producer and Presenter to help your team grow their practice.

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Stephen Wershing

Most of what you have been told about attracting referrals is incomplete, misleading, or wrong. Stephen’s unique process teaches you how to leverage the natural, human, social reasons people refer.

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