“Making things clear and simple takes work. Being complicated and confusing is much easier. Jim explains complex concepts as clearly and simply as any financial advisor I've ever met.”
— Dan Sullivan, founder of Strategic Coach
“Jim teaches wealth-hacking strategies in Beyond a Million (a title we brainstormed together!) to help flourishing entrepreneurs know what to do to stay wealthy. These are vital but unnatural skills for the kinds of minds that grow companies!”
— Dave Asprey, founder and CEO of Bulletproof
“In this must-read, Jim puts heart into wealth management as only he can.”
— Sandra Joseph, author of Unmasking What Matters: 10 Life Lessons from 10 Years on Broadway