Jim Morales, CFA® CMA® FPA™ CSCA™

Miami-Fort Lauderdale Area Contact Info
3K followers 500+ connections

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About

▶️ MY WHY: I help organizations close the gap between strategy and execution. I'm here to…

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Experience & Education

  • Grant Cardone Enterprises

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Licenses & Certifications

Publications

  • Podcast Appearance

    The Outlier's Inn

    Topic : Most companies strive to be high-performing organizations – the equivalent of having “six-pack abs”. But getting fit takes a lot of dedication and hard work – and unfortunately, most companies just have “ab”. In this episode of The Outliers Inn, Jim will share with us his experiences in trying to help companies become leaner and meaner; the challenges companies face, the challenges he has faced, how they were overcome (or not), what has worked, what has not worked, and the perils and…

    Topic : Most companies strive to be high-performing organizations – the equivalent of having “six-pack abs”. But getting fit takes a lot of dedication and hard work – and unfortunately, most companies just have “ab”. In this episode of The Outliers Inn, Jim will share with us his experiences in trying to help companies become leaner and meaner; the challenges companies face, the challenges he has faced, how they were overcome (or not), what has worked, what has not worked, and the perils and pitfalls to recognize and avoid.

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  • FP&A: Why the Time for Certification is Now

    Association of Financial Professionals

    An interview with me on obtaining Certified in Financial Planning & Analysis (FP&A) certification.

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