Free Advisory Practice Materials!

What's Included: 

👉 Jim's Presentation Slides "Running a Successful Advisory Practice"

👉 Family Meeting Training webinar

👉 New Year Tax Planning Opportunities webinar

👉 Roth Conversion Strategy webinar

👉 Why They Buy webinar

👉 Copy of “The Red Book”

👉 Links to the top 3 most impactful books to read on business