With an eye on the style of clients that James Millard was determined to support, he set about creating a business that not only suited his ideal client but his lifestyle as well. James Millard from Sufficient Funds joins Jenny in this episode of Financial Marketing Secrets with Jenesis Gems. James shares his business progression to where he is today with Sufficient Funds as an entirely virtual business focused on their millennial niche, supported by strong systems and tech. Listen in for some great gems that you could apply in your financial advice business.

www.sufficientfunds.com.au