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Jun 22, 2021

In the episode, Josh and Jay discuss the technology platforms used by their respective firms Gulf Coast Financial Advisors and First Protective. While GCFA and First Protective are not affiliated companies, they both have experienced significant growth over the past few years, and both have leveraged technology and...


Jun 17, 2021

Listeners, you're in for a treat! Josh and Jay welcome in James Pollard, the Host of the Financial Advisor Marketing Podcast and founder of TheAdvisorCoach.com. James is a proven expert in the field of helping financial advisors grow their business and get more clients through high level but practically...