What if the old rules for growing your firm no longer applied?

No cold calls. No in-person handshakes. No chasing local leads.
Just brand, trust, and content that actually converts.

In this episode, James sits down with Stoy Hall, founder of Black Mammoth and host of the No BS Wealth podcast, to break down how he’s scaling a modern family office by doing things differently—and why that’s exactly what today’s market demands.

You’ll hear how Stoy:

• Built a virtual-first firm without sacrificing trust or connection
• Attracts aligned clients by showing up loudly online
• Uses AI and content to scale without losing his voice
• Leads with empathy to create loyalty—on his team and with his clients
• Is shifting away from AUM to a more human, scalable model

If you’re tired of doing business the old way—and ready to grow on your terms—this conversation is your permission slip.

👉 Hit play to see what’s possible when you rethink what a modern advisory firm can be.

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Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.

Let’s map out your growth plan together → Book your free strategy call