The resulting training course was a world first in combining correspondence education with telephone help lines and simulated brokerage accounts. In 1988, Jim took those stock market training methods to the USA and redesigned the course to suit the American markets. As part of this work he developed a simple, yet extremely powerful way for a novice investor to pick stocks like a professional. Jim successfully taught this approach to almost 4000 American investors.
World first in combining correspondence training
The above experiences inspired Jim, during 1992, to write and publish a book on the stock market. It summarises everything he has found to work for private investors and the book was an instant hit with his students. Through that success he co-founded a new form of discount stock brokerage, Investors Edge Incorporated. This firm established itself as the first national discount brokerage that began its client relationship with an Investment Training Program. While in the USA, Jim gained invaluable knowledge of the financial services industry by consulting to one of Chicago’s oldest mortgage brokers – Commonwealth Mortgage Corporation – and America’s most dynamic financial planning company – Primerica.
During 1994 he completed “Financial Fitness – The Easy Way” in response to the disturbing personal debt trends in the United States. Jim has found this work to be amongst his most satisfying, as he has known for years that people are trapped in debt dependency.
Numerous consumer magazines, financial publications and radio stations have interviewed Jim, Joe Cimino, Vicky Dyason, Rudi Nell, and other members of the team. They have appeared on GMSA, Carte Blanche, Options, the Money programme and most recently on the Gareth Cliff show. Financial Fitness Consulting provided research for the Money Programme on SABC3 and has contributed to the Edgars Club magazine, SA Smart Investor and Men’s Health and Money Marketing. Financial Fitness Consulting was formed during April1996 to offer Financial Fitness – The Easy Way to the hard working public of South Africa. Financial Fitness Services was formed in 2002 to provide all the back-up services and advice that our growing client base required to build wealth and – finally – become financially free.