Jim Tax
Executive Advisor
Chief Marketing Officer
Chief Revenue Officer
Chief Executive Officer

Executive Operator With Deep Marketing Roots
Jim has led marketing strategy and operational planning for some of the most respected brands in insurance and financial services where he drove profitable and sustainable growth. Following a nearly 20-year run in that space, he bought his own company and through repositioning, demand generation, product expansion and M&A, grew topline 3x and generated an ROI of over 550%. He is passionate about helping brands grow and is highly adept at full-funnel evaluation from value proposition and product fit through retention and cross-sell.
EXECUTIVE EXPERIENCE
USAA| VP, Global Supply Chain & CPO
USAA | VP, Client Management (Marketing, Sales & Service)
Bank of America | SVP, Integrated Channels Marketing Executive
Countrywide Insurance Services | Chief Marketing Officer
USAA | VP, Client Management (Marketing, Sales & Service)
Bank of America | SVP, Integrated Channels Marketing Executive
Countrywide Insurance Services | Chief Marketing Officer




CONSULTING EXPERIENCE
Industry Expertise
Strategic & Operational Planning
Value Proposition Development
Persona Development and Segmentation
Full-Funnel Analysis and Action Planning
Mergers and Acquisitions
Entrepreneur Experience
FirePit Holdings Corp (3 Servpro franchises)
Owner & COO
Strategic & Operational Planning
Value Proposition Development
Persona Development and Segmentation
Full-Funnel Analysis and Action Planning
Mergers and Acquisitions
Entrepreneur Experience
FirePit Holdings Corp (3 Servpro franchises)
Owner & COO
Jim Tax
Retro Revival: Innovating with Forgotten Ideas
Nostalgia has a powerful pull, especially when it comes to beloved TV shows from our childhood. For Mutual of Omaha, their ...
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Jim Tax
The Shiny Object Above Has a Basic Core
A disco ball is quite shiny on the exterior. And when looking at it, no one thinks about how boring the core of it is. It is ...
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Jim Tax
It's not how smart you are, it's how much your target wants it.
How you define and articulate your differentiation is imperative in building, or rebuilding, your business. The most important ...
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