17 - Transforming Financial Practices: Insights on AI, Strategy, and Resilience with Ironvest Financial Partners' James Mills
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17 - Transforming Financial Practices: Insights on AI, Strategy, and Resilience with Ironvest Financial Partners' James Mills
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In this episode of Bridging Success, Bo Jakins interviews the CEO at Ironvest Financial Partners, James Mills. James shares his journey from sales and nonprofit work to leading his own financial firm, emphasizing the importance of financial literacy, resilience, and community impact.
He discusses leveraging AI and custom CRM systems to help financial advisors scale their practices, and shares a client success story illustrating the power of strategic planning and perseverance.
Think you'd be a great guest on the show? Apply HERE.
Check out James' work HERE.
Connect with James on LinkedIn HERE.
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