Jim Costello

Career Purpose – My primary focus is on providing guidance to financial services firms on investor education, marketing productivity, advisor communications, retirement plan services and custom communication programs. I work with my clients to create and implement business-specific solutions by bringing together relevant content, flexible delivery, and professional guidance.

Current WMSI Initiatives:
• Work with plan providers and sponsors to help grow participation rates and capture more assets by arming participants with the education and tools they need to make informed decisions about their retirement savings needs.
• Helping firms communicate more effectively via wholesalers by using communications tools that build credibility, enhance professionalism and save time, money and resources.

Personal – Dad to 4. Husband to 1. Interests include; golf, travel, salt water fly fishing, BBQ (real BBQ, not to be confused with grilling), the beach, new technologies. I continue to my attempts to reason with my 6 and 5 year old boys. So far with very little success.