top of page
  • Writer's pictureJimmy J. Williams, CPA/PFS, CFP®

PODCAST - Creating Successful Solutions and Value for Others

Do you wish you had greater creativity and value creation skills? In this episode, Lori and Jimmy share an approach they use to create significant value for people, producing growth and referrals for their company, Compass Capital Management, LLC. Episode Keys How you can determine what is valuable to the people you meet and create a strategy to meet their need. Why you must be a…

5 views0 comments

Recent Posts

See All


bottom of page