James Hardy

Develops nationwide relationships with RIA leaders and retirement-plan stakeholders, driving 70%+ adoption of portfolio modeling software. Achieved the only 100% adoption of a qualified retirement plan in company history and led a multi-state expansion initiative.

Won the company's largest digital marketing account through a multi-channel strategy including geo-fencing, Google Ads, SEO/SEM, and website redesign. Developed marketing roadmaps and used performance data to support client growth.

Managed commercial insurance relationships with emphasis on workers' compensation for nationwide FedEx and Amazon delivery-service-provider networks. Handled multi-carrier negotiations, experience modifications, competitive quoting, renewals, and account retention.

Consistently ranked among the top three monthly sales professionals while selling new vehicles, leases, certified pre-owned inventory, and advanced vehicle technology. Built long-term customer relationships and represented the dealership in community events.

Series 7 and 66 licensed financial professional providing comprehensive planning across retirement, insurance, investments, disability, long-term care, business succession, 529 plans, and fee-based advisory services. Built and serviced a multi-component practice serving hundreds of clients.

At BTG, named Salesman of the Year four times in seven years while selling Infiniti, Jaguar, Volkswagen, and Saturn. At Circuit City, generated more than $100,000 in monthly sales more often than any other salesman in the Southeast region.

Led the loading department team while completing full-time undergraduate studies at the University of Tennessee at Chattanooga.

Completed a Bachelor of Science in Marketing and Economics in 1989.