Jan 19, 2024 | Success Stories
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 nationwide with...
Dec 22, 2023 | Success Stories
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 unique...
Dec 22, 2023 | Success Stories
From Frustration to Fulfillment Jon Loyhayem and Alevo Financial’s Experience with The Founder’s Chair 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...
Dec 5, 2023 | Public Relations
James Wong Joins Panel at NAILBA 2023 In the heart of Hollywood, FL, over 700 industry leaders converged for the National Association of Independent Life Brokerage Agencies (NAILBA) annual event. Among them, James Wong, founder of The Founder’s Chair, took...