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SUCCESS STORIES

Building successful relationships with agencies of all sizes

Featured Story: A Blueprint for Growth

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 customized solutions, encompassing sales support, practice management strategies, and innovative marketing initiatives. 

Our Successes

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...

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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 enough to stand out...

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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 the ranks, he achieved...

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Navigating Uncharted Territories

Forthright Capital Partners' Transformative Journey Toward Success In the dynamic landscape of financial services, the founders of Forthright Capital Partners found themselves at a crossroads – establish themselves as a distinguished insurance...

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