James Pollard is a seasoned marketing professional with a passion for personal finance. With nearly two decades of experience in the marketing world, he found his niche assisting financial advisors with their marketing efforts, particularly focusing on email marketing strategies.

Discover how Kevin Poland helps business owners in the financial advisory space use a coach mindset to unlock their full leadership potential.

Explore how Bob DePasquale sparks transformative change through the power of generosity, inspiring people to unleash their full potential to impact the world.

We are thrilled to announce that Hannah Hogencamp is taking on a new role as project manager.