James is the founder of TheAdvisorCoach.com and he is dedicated to helping financial advisors get more clients. He’s best known for his email marketing program, “Appointments On Autopilot”, which shows financial advisors how to leverage email marketing to set appointments with prospects. James is also the host of the “Financial Advisor Marketing” podcast, which releases new episodes every Monday morning.
- CEO Hack: (1) Think and Grow Rich by Napoleon Hill (2) Toggl for time tracking
- CEO Nugget: Focus on productivity – the task that moves the needle the most
- CEO Defined: Influence
Additional helpful links