Trading 216: Becoming an Opportunistic, Billionaire Investor — Jim MellonJuly 18, 2023 Jim Mellon is a British investor, entrepreneur and philanthropist. Jim started his career in Hong Kong in 1979 as an…
Financial Planing #FA Success Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim NiedzinskiFebruary 8, 2023 Welcome to Episode 319 Financial Advisor Success Podcast! Today’s podcast guest is Jim Niedzinski. Jim is the co-founder of Motive…