Jim Morel

Founder and CEO at JAM Consulting Group

Helping You Succeed In Today’s Ever-Changing Environments

Jim Morel is the Founder and Chairman of JAM Consulting Group, Inc. (1996) specializing in helping select sales groups become more impactful in a highly competitive marketplace.

He is a nationally known speaker and executive coach and has earned the distinction of “Sales Executive of the Year” 8 times over a 30-year career.

Jim started JAM Consulting to assist professionals and organizations to achieve more success, reach higher goals, and become the ‘first call’ from their clients by helping them strengthen skills that are necessary, yet often overlooked, in today’s competitive marketplaces.

His ultimate goal is to teach professionals to distinguish themselves from the competition, and also to build working alliances with peers, teams, and most importantly, their clients, so their success withstands both time and trends.


JAM Consulting Group Programs are made to advance the sales process by delivering actionable results to wide-ranging audiences from seasoned principles to junior associates.

Who You Are:
Understanding yourself and building your Coaching and Leadership abilities

  • Clout
  • Core Four
  • MVP I
  • MVP II
  • Think Straight-Talk Straight
  • Transitions

What to Say:
Creating clarity in the way you communicate and the client experience you deliver

  • EPIC
  • Fulcrum
  • LED
  • Messaging
  • Multiplicity
  • Successful Succession
  • Time Machine

How to Say it:
Increasing opportunity by fine-tuning your selling skills in the different venues you find yourself in

  • Coaching The Sale
  • Compass
  • Connect
  • Small Room, Big Deal
  • Speak Up


JAM helped us increase sales from $2B – $18B run rate over a short 18 month period on a targeted book of business.”
From a Top Global Asset Managment Firm Sr/ Executive

What clients say they appreciate about JAM’s programs is that they are insightful, interactive, and provide tools for improvement.

Their team has 90+ combined years of experience and knowledge in sales, management, and coaching that is incorporated in both content and delivery. Additionally, outside partners that specialize in behavioral science offer key foundational principles that are built into each program which effectuate and differentiate JAM’s content from others, providing participants with tools that are unique, yet pragmatic and relevant.

The essence of learning is through experience. They create an environment that encourages participation via large and small group discussion as well as role-play. The ability to practice concepts prior to applying them in the field leads to better muscle memory and behavior change.

Getting results is critical. JAM programs center on understanding where you are, uncovering blind spots, and offering tools that can be used immediately. The result is building skills that lead to results. In fact, several clients have designed their in-house training to incorporate JAM to ensure all teams are exposed to and utilize the concepts and tools our programs provide.


A Partial List of Jam’s Clients

  • UBS
  • Merrill Lynch
  • Raymond James
  • Morgan Stanley
  • LPL Financial
  • Edward Jones
  • Ameriprise
  • Cetera
  • Wells Fargo Advisors
  • Pacific Life
  • Nationwide
  • AXA
  • Allianz
  • Invesco
Travels From:  Illinois
City: Chicago
$5,001 to $10,000


About Jim Morel

Jim Morel is the founder/chairman and CEO of JAM Consulting Group Inc., a sales and management consulting firm.

In addition to his work as an executive sales coach and consultant, Jim is a sought-after keynote speaker. Prior to founding Jam, he worked for thirty years in financial services in several areas, including senior management as president of a broker-dealer company, commissioned sales, and international and sales management.

Over the years, Jim has successfully re-built and re-energized hundreds of sales teams struggling at one time or another.

Jim holds undergraduate and graduate degrees in education, psychology,  and science from Purdue University. He is on numerous advisory boards and is involved with many nonprofit organizations.

About Jam Consulting

The key differentiator in today’s markets comes down to people: their ability to utilize good judgment, communicate effectively, and present themselves in consultative and collaborative ways.

Leaders, salespeople, and professionals from various industries say they choose to work with JAM because of their ability and commitment to helping them distinguish themselves from the competition.

By developing and delivering research-based training and coaching programs specializing in 4 key areas: leadership, sales, communication, and executive presence, JAM becomes a key partner in helping organizations, teams, and individuals become the best version of themselves, ensuring long-term growth, profitability, and sustainability.


Learn about the 3 components of CLOUT, Social, Personal and Emotional Appeal and how they impact your personal brand. Develop your own Clout Plan and increase your ability to positively influence others.

Key concepts/takeaways:

  • Understanding of 3 key influencers: personal, social, and emotional appeal
  • Tools to identify blind-spots and make improvements
  • Awareness of traits of the highly successful and how they impact Clout

Personality plays a significant role in the selling and sales process. Learn the “Tells” that will help you discover personality types, both in person or over the phone.

Learn more about others as well as yourself so you can adjust how you communicate and interact to connect more effectively with your clients, prospects and employees.

Key concepts/takeaways:

  • Creating a greater awareness of who you are.
  • Understanding strengths and challenges with different personality types.
  • Identifying adjustments to increase effectiveness based on personality traits.

“The goal of leadership is to create an alignment of strengths making weaknesses irrelevant .”  (Peter Drucker)

Jam makes the distinction in this program between leading and managing. Simply put, leaders lead people, managers manage things. They recognize that both are important to being effective. However, their focus in this program is on leadership.

Organizations, employees, clients and shareholders depend on their leaders to guide their growth, promote their brand, and build the organization’s culture.’ In short, they depend on their leaders to do two things: make judgments and communicate the path that leads to the best outcomes for all.

Key concepts/takeaways:

  • The trust of your team
  • Alignment of the goals
  • Accountability of their performance

Based on behavioral science, this program maximizes the effectiveness of your value proposition by focusing on the concept of balance between logic and emotion. This program can be delivered as a keynote, and has enhanced effectiveness as a segue to coaching or the workshop to refine and enhance the message being created.

Key concepts/takeaways:

  • Whole Brain Engagement
  • Your Value Proposition
  • Next Steps

The program underscores that professionals consistently miss opportunities to impress their clients because of a lack of understanding 1) what clients expect and 2) how to deliver a holistic, exceptional experience.  Ideal for all team members.

Key concepts/takeaways:

  • Understand what differentiates the EPIC experience and professional from others
  • Gain insights and awareness of existing blind-spots and learn 4 key traits of the exceptional professional
  • Ways to improve performance, from first impressions through the close
  • Clarity on company’s brand and values and how to demonstrate those to clients

Increase sales and strengthen client relationships with Coaching The Sale’s 3 field-tested, key components, Discover, Discuss and Decide. This program teaches the art of closing well and learning to focus on what clients need to hear from you and how they want you say it.

Key concepts/takeaways:

  • Understanding and maintaining a consultative mindset
  • Neutralizing skepticism and the role it plays in the mind of the client/prospect
  • Improving sales results by creating meaningful dialogue and establishing commitments
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