James Joins That Annuity Show Podcast

James Joins That Annuity Show Podcast

James Joins That Annuity Show Podcast James Wong shares his perspective on the future of annuity distribution. Last week, James joined That Annuity Show where he discussed building strong relationships today to navigate the industry’s changing landscape...
A Blueprint for Growth

A Blueprint for Growth

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...