by Paige Fuoco | Jun 27, 2024 | Success Story
success story TransGlobal Holding Co. Summit Last month, our Founder, James Wong, shared insights and strategies at the TransGlobal Holding Co. Summit. From discussing key threats in the industry to exploring opportunities for growth, it was a day packed with...
by Paige Fuoco | Mar 11, 2024 | Success Story
success story A Blueprint for Growth The Epik Advisors and James Wong Partnership In November 2020, Josh Gentry launched Epik Advisors with a mission to revolutionize the financial advisory landscape. His vision was clear: provide high-performing financial advisors...
by Paige Fuoco | Mar 11, 2024 | Success Story
success story Building Trust, Fueling Growth Cake Partnership’s Journey to Becoming an Agency Making the decision to start your own agency can be intimidating. Will you secure enough funding? Will your peers see the potential of your ambition? Is your business model...
by Paige Fuoco | Mar 11, 2024 | Success Story
success story From Frustration to Fulfillment Jon Loyhayem and Alevo Financial’s Experience with James In the competitive world of insurance, Jon Loyhayem found himself at the pinnacle of a network marketing firm after eight years in the industry. Climbing the ranks,...
