James Mills

From startup to scale-up: Coaching finance pros to build thriving businesses with AI tools

I've grown my sales dramatically. When I first started in the industry I inherited a 2million dollar territory and 2 clients, in the span of a couple years I transformed that into a 105 million dollar territory and 275 clients. After some distribution changes within the company, I opted to go off on my own to work with financial advisors on coaching them on how to work with their clients.

Sales is an art and a science; one part personality and two parts strategy. A good business plan is knowing who to target, why you're worth their time, how you plan to go to market, and what obstacles will you face. Not only do I bring value to my clients in B2B sales by teaching them insights like this, but I have leveraged this in my own life to achieve sustainable scalable results.

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