Wednesday, 20 May 2026 03:00 PM
Company Update
Investment adviser Jim Summers of Tulsa, Oklahoma highlights the importance of discipline, trust, and continuous growth in today's evolving financial landscape.
TULSA, OK / ACCESS Newswire / May 20, 2026 / Jimmie Darrell "Jim" Summers, a seasoned investment adviser with over 40 years of experience, is speaking out about the growing need for consistency, strong communication, and ongoing education in the financial industry. Drawing from decades of firsthand experience, Summers is encouraging professionals and individuals alike to focus on long-term habits that build trust and stability.
Summers, who began his career at Merrill Lynch straight out of college, has witnessed major shifts in the financial world. Despite these changes, he believes that core principles remain unchanged.
"To be consistent and being a great communicator," Summers says, "that's what really matters over time."
According to industry research, trust remains one of the top factors clients consider when working with financial professionals. A 2024 survey by Edelman found that 68% of respondents said trust in financial advisors is a key driver in decision-making. At the same time, studies show that clear communication improves client retention and long-term engagement.
For Summers, these findings reflect what he has practiced throughout his career.
"Helping others and doing things that you love doing," he says, "that's what keeps you going."
Summers is also highlighting the importance of personal accountability and goal tracking. In a fast-paced environment where short-term thinking can dominate, he emphasizes the value of regular self-review.
"Constant reviews and checking to make sure that I'm consistently hitting my short term goals and re-evaluating the long term goals," he explains.
Data supports this approach. Research from Harvard Business School suggests that individuals who regularly track their goals are significantly more likely to achieve them compared to those who do not. This kind of structured thinking, Summers notes, applies across industries, not just finance.
Beyond professional habits, Summers is also advocating for a broader mindset that includes balance and personal values. He points to the role of family, faith, and reflection in maintaining long-term focus.
"Providing for my family has always been important," he says. "And prayers asking for wisdom and guidance help me stay grounded."
He adds that balance between work and personal life is often overlooked but critical.
"They both affect each other and balance is extremely important," Summers notes.
Another area Summers is raising awareness around is continuous learning. As technology continues to reshape the financial sector, staying informed is more important than ever. A report by the World Economic Forum indicates that over 50% of workers will need reskilling or upskilling by 2030 due to technological change.
Summers embraces that reality.
"Continuing education, reading and research on new technologies and ideas," he says, "that's how you stay relevant."
His message is not about quick success or rapid change. Instead, it centers on steady progress and long-term thinking.
"Outcome of the project and client acknowledgment," he says, "that's what you focus on."
Call to Action
Summers encourages individuals to take time to reflect on their own habits, communication style, and long-term goals. Simple actions such as reviewing progress regularly, prioritizing clear communication, and staying open to learning can help build a stronger foundation in both personal and professional life.
To read the full interview, visit the website here.
About Jim Summers
Jim Summers is a Tulsa, Oklahoma-based investment adviser with over 40 years of experience in the financial industry. Beginning his career at Merrill Lynch, he has built a reputation for consistency, strong communication, and a client-focused approach. His work is guided by values such as discipline, continuous learning, and a commitment to helping others while maintaining balance between professional and personal life.
Contact:
SOURCE: Jimmie Darrell Summers