Managing Director of Advisor Engagement
As Managing Director of Advisor Engagement, Jim Myers focuses on the onboarding and continued support of new and emerging BAM ALLIANCE member firms. Jim is passionate about bringing well-matched firms into The BAM ALLIANCE, and then guiding them through the implementation of an extensive set of development programs and resources.
As part of BAM Advisor Services’ practice management and development team, Jim helps identify and engage member firms, introducing them to the methods, processes and procedures all designed to help them grow their business and better serve their clients. Jim also serves on the firm’s operating committee.
Jim’s experience as a wealth advisor with Buckingham allows him to bring special insight to his responsibilities as a practice development advisor for BAM ALLIANCE member firms. He knows how important it is for advisors at member firms to take the time to get to know what’s truly important to their clients. Only then can BAM Advisor Services’ evidence-based investment principals and holistic approach to wealth management be most successfully applied.
Prior to joining BAM Advisor Services, Jim was a financial advisor at a large brokerage firm. Additionally, he spent four years in management consulting roles at Deloitte and Accenture.
Jim earned his bachelor’s degree from Truman State University in Kirksville, Mo.