MJR wouldn’t be here right now, and definitely not the size we are now, if Jason Walker & Associates, LLC (JWA) had not been introduced to me at that critical time. The entire process was enjoyable, and JWA was instrumental in helping me capitalize on our years of success and hard work to begin transforming my workforce into an Elite Team. It was not just one thing, but rather a combination of a ton of stuff that made significant impacts to make us more profitable and organized. I now enjoy working on, and in, my business again.
Our team just completed a very successful week with Jason in his Clarity & Alignment Program. Our goal was to improve our processes and our team communication in an effort to make a good team great. We are experiencing fast growth, and wanted to be able meet and exceed the needs of our current clients as we add additional advisors and clients to our team.
Jason exceeded our expectations. All of our goals were met, and in addition he was able to highlight areas for improvement we were not aware of, and make recommendations that will eliminate multiple hours of work and increase our capacity for activities that have a high return on investment.
The Beacon Wealth team highly recommends Jason. He helps the best teams get better!
Jason facilitated our PMICFC annual strategic meeting. We had our board meeting a few nights later which was supposed to be informal since we just came out of the strategic meeting and the board meeting was great. We actually accomplished more I think in the “informal” meeting than we do in most of our board meetings. I think a good part of this is due to Jason helping us taking the time during the strategic meeting to build the trust and get aligned on priorities and actionable next steps. Thanks again Jason!
Jason engaged with us during a very difficult transition, and was able to immediately provide wisdom and objectivity that was extremely valuable to our decision making and implementation. We had better clarity and focus on our most important activities which resulted in our peace of mind about our team and reenergized hope for our future and company.
Jason’s ability to facilitate difficult situations has been a huge benefit to us. As a husband/wife team, some areas can be touchy, even when a great relationship exists. His people management skills and ability to quickly draw out the real issues allows us to solve the challenges we face in a very productive and enjoyable manner. I highly recommend Jason Walker to any organization striving for excellence in all they do.
We hired Jason in April 2008 to do a week-long on-site training for a new hire that would be handling the business processing and operations side of our financial advisory business. Jason was very instrumental in helping us develop a systems and procedures manual (which we did not already have in place) in addition to helping our new team member successfully navigate a very steep learning curve in a short amount of time. Leveraging Jason’s expertise has proved to be a very good investment for us and I would highly recommend his services to other firms requiring similar assistance.
Leadership Program Testimonials
This is a workshop for the leader in you. A place where you will get the tools and techniques to support your daily efforts and best ready you for future goals.
You gotta take this class – 5 Star Leadership. Talk about separating the leaders from the managers. You will learn a lot about yourself, a lot about your team and a whole lot about leading versus managing. Jason Walker does an excellent job of providing examples, talking through implementation of the various leadership tools they set you up with and helping you to change your mindset about how to treat your greatest asset – your team – in such a way that they want to follow and more importantly – that they want to do great things with you. This class is for those who are truly committed to making things happen.
An extremely intense leadership program that teaches you through role playing, reading and real life examples, the skill sets and attributes of an effective leader.
Powerful seminar… and Jason is wonderful….. If you have an opportunity, check it out…. You will achieve wonderful outcomes.