JSR Consulting & Marketing

With over forty years of advanced estate and insurance planning experience, Jim Roberts has had the pleasure of working with nearly every type of business. His infinite wisdom comes from reading thousands of books and working with people and their multifaceted businesses. Mr. Roberts limits the number of new clients he works with so he can devote quality time to his existing clients.

JSR Consulting & Marketing will help family business owners and their executives discover the answers to these questions:

  • How do you attain new business?
  • Do you have a strong prospecting and promotion process?
  • How can you enable your employees to be cohesive as well as efficient?
  • What are your dominant talents and strengths? How can these strengths be maximized?

These and other important questions are discussed thoroughly with Mr. Roberts. For more information, please click here to email Mr. Roberts.

*Alliances are not exclusive relationships. You are free to choose your own professionals for these needs.