17 - Transforming Financial Practices: Insights on AI, Strategy, and Resilience

In this episode of "Bridging Success," Bo Jakins interviews James Mills, CEO of Ironvest Financial Partners. James shares his journey from sales and nonprofit work to leading his own financial firm, emphasizing the importance of financial literacy, resilience, and community impact. He discusses leveraging AI and custom CRM systems to help financial advisors scale their practices, and shares a client success story illustrating the power of strategic planning and perseverance.