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Articles & Newsletters

A collection of recent research, whitepapers and articles

This collection is a free resource authored by our team and select partners. Discover the latest research, insights and current information on a variety of business topics.

Articles

Building Trust with Today’s Investors - by Greg Heffington
Do People Change? - by Dr. David Morrison
Some Challenges of Managing The Millennial Generation And Their Dependency on Social Media - by Dr. David Morrison
Stand out: better emails and voicemails - by Kaleen Barbera
Back-to-basics: Tips for phone, email, and meeting etiquette - by Kaleen Barbera
Before you hit that send button - by Kaleen Barbera
Who really pays the price for workplace incivility? - by Kaleen Barbera
Advisor perceptions of wholesaler communications.
Building Trust with Today’s Investors - by Greg Heffington

Building Trust with Today’s Investors - by Greg Heffington

An often-quoted statistic is that 87 percent of clients who leave an advisor do so because of a problem with the relationship, not a problem with investment performance. Accordingly, preserving your relationships with clients is critical to retaining clients and building your business. Many components contribute to great relationships with clients. In this article, I’m going to focus on one critical component of the relationship, trust. …

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Do People Change? - by Dr. David Morrison

Do People Change? - by Dr. David Morrison

During and after my 5G Alignment seminars there were questions about whether people could change and expressions of frustration about people not changing despite training programs. Three facts help understand this frustration: 1. Personalities are relatively stable; 2. People constantly change; and 3. Humans deny change. …

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Some Challenges of Managing The Millennial Generation And Their Dependency on Social Media - by Dr. David Morrison

Some Challenges of Managing The Millennial Generation And Their Dependency on Social Media - by Dr. David Morrison

You all raised many intriguing ideas in the Presence Seminar. The discussion we had
about the problem of the “Millennials” and their insistence that they must have their
smart phones and other social media technology all of the time stayed with me the most…

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Stand out: better emails and voicemails - by Kaleen Barbera

Stand out: better emails and voicemails - by Kaleen Barbera

Spend a lot of time emailing and leaving messages for people? Of course, we all do. In fact, it’s more typical to communicate with a prospect or client via email or voicemail at least 3 times before connecting with them in a meeting or conversation.

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Back-to-basics: Tips for phone, email, and meeting etiquette - by Kaleen Barbera

Back-to-basics: Tips for phone, email, and meeting etiquette - by Kaleen Barbera

Spring is here, which often means getting rid of unnecessary clutter that surrounds us. From a professional standpoint, we can we can do a little ‘spring cleaning’ by evaluating things we do
that work and things that don’t.

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Before you hit that send button - by Kaleen Barbera

Before you hit that send button - by Kaleen Barbera

How much time do you spend thinking about how to write an effective email, or leave a great voicemail?

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Who really pays the price for workplace incivility? - by Kaleen Barbera

Who really pays the price for workplace incivility? - by Kaleen Barbera

Do any of these things sound familiar: people arriving late to meetings, receiving an impolite email from a colleague, finding out someone took credit for a project in which you were instrumental? If so, you’re not alone.?

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Advisor perceptions of wholesaler communications.

Advisor perceptions of wholesaler communications.

JAM Consulting contracted with Dr. Suzanne Altobello of AltoStat Consulting to conduct a survey of financial advisors regarding what it takes, from their point of view, in establishing and continuing a valued relationship with a product provider wholesaler.

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Newsletters

JAM Sessions - Newsletter October 2014
JAM Sessions - Newsletter January 2015
JAM Sessions - Newsletter April 2015
JAM Sessions - Newsletter July 2015
JAM Sessions - Newsletter Fall 2015
JAM Sessions - Newsletter Winter 2016
JAM Sessions - Newsletter Spring 2016
JAM Sessions - Newsletter Summer/Fall 2016
JAM Sessions - Newsletter Winter 2017
JAM Sessions - Newsletter Spring 2017
JAM Sessions - Newsletter Summer 2017
JAM Sessions - Newsletter Holiday Season 2017
JAM Sessions - Newsletter Spring 2018
JAM Sessions - Newsletter Summer/Fall 2018
JAM Sessions - Newsletter Holiday Season 2018
JAM Sessions - Newsletter October 2014

Newsletter

Welcome to our quarterly newsletter October 2014 – JAM Sessions

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JAM Sessions - Newsletter January 2015

Newsletter

Welcome to our quarterly newsletter January 2015 – JAM Sessions

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JAM Sessions - Newsletter April 2015

Newsletter

Welcome to our quarterly newsletter April 2015 – JAM Sessions

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JAM Sessions - Newsletter July 2015

Newsletter

Welcome to our quarterly newsletter July 2015 – JAM Sessions

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JAM Sessions - Newsletter Fall 2015

Newsletter

Welcome to our quarterly newsletter Fall 2015 – JAM Sessions

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JAM Sessions - Newsletter Winter 2016

Newsletter

Welcome to our quarterly newsletter Winter 2016 – JAM Sessions

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JAM Sessions - Newsletter Spring 2016

Newsletter

Welcome to our quarterly newsletter Spring 2016 – JAM Sessions

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JAM Sessions - Newsletter Summer/Fall 2016

Newsletter

Welcome to our quarterly newsletter Summer/Fall 2016 – JAM Sessions

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JAM Sessions - Newsletter Winter 2017

Newsletter

Welcome to our newsletter Winter 2017 – JAM Sessions

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JAM Sessions - Newsletter Spring 2017

Newsletter

Welcome to our newsletter Spring 2017 – JAM Sessions

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JAM Sessions - Newsletter Summer 2017

Newsletter

Welcome to our newsletter Summer 2017 – JAM Sessions

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JAM Sessions - Newsletter Holiday Season 2017

Newsletter

Welcome to our newsletter Holiday Season 2017 – JAM Sessions

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JAM Sessions - Newsletter Spring 2018

Newsletter

Welcome to our newsletter Spring 2018 – JAM Sessions

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JAM Sessions - Newsletter Summer/Fall 2018

Newsletter

Welcome to our newsletter Summer/Fall 2018 – JAM Sessions

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JAM Sessions - Newsletter Holiday Season 2018

Newsletter

Welcome to our newsletter Holiday Season 2018 – JAM Sessions

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Our Most Popular Programs

Sales Effectiveness:
  • Core Four
  • Coaching The Sale
  • Compass
  • Connect
  • EPIC
  • Small Room, Big Deal
  • Speak Up
  • Transitions
  • LED
  • Time Machine
Leadership Development:
  • CLARITY…In Critical Thinking and Communication
  • Clout
  • Fulcrum
  • MVP I
  • MVP II
  • Successful Succession
  • Multiplicity
  • Messaging

Our Team

George
Amidon

George Amidon

Managing Partner
Jim
Morel

Jim Morel

President/ CEO
Kaleen
Barbera

Kaleen Barbera

Managing Partner
Greg
Heffington

Greg Heffington

Managing Partner

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