Finally realize your FULL potential | Frustrated, overwhelmed, unsatisfied 👉 fulfilled, present, empowered | Husband of badass wife | Father of 2 wildly perfect kids

As a former touring jazz musician turned business leader, I've learned that harmony isn't just in music—it's in crafting systems that align with your life's rhythm. Now as COO at Sims Investment Management, I blend creative problem-solving with data-driven ops to support our clients' and team's growth. 

I hold a B.M. and M.M. in Jazz Studies, spent a decade on the road performing, then earned my M.B.A. to pivot into business. After building Rev Ops teams at multiple firms, I joined Sims in 2025, where I oversee operations and serve as an Investment Advisor Representative. My diverse path gives me a unique edge in understanding client & business needs beyond the numbers.

At Sims Investment Management, we're a boutique RIA dedicated to personalized, fiduciary advice that puts your goals first. Let's connect if you're seeking a fresh perspective on your financial future, or you want to chat Ops, Growth, & AI.



Disclaimer:

Sims Investment Management, LLC is a registered investment adviser. This profile is for informational purposes only. Advisory services are offered only to clients or prospective clients where we and our representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk, including possible loss of principal.

As an RIA, we cannot post or disclose testimonials related to our services. LinkedIn recommendations and endorsements may qualify as testimonials, so we must block them.

Links to third-party websites are provided for information only. We do not endorse, authorize, or sponsor their content and are not responsible for its accuracy, suitability, or any data collection practices.

Third-party rankings or recognitions do not guarantee future success and should not be seen as an endorsement by us or any client.

Patrick Jones

Helping B Corps turn their subscribers into their biggest F.A.N.s | Ethical email marketing strategist | Pasta person | Nomad, currently: Vietnam

Your email list is a goldmine, but somehow, your subscribers aren't converting as well and as consistently as you hoped.

Most mission-driven B2B and eCommerce brands know email marketing could be a game-changer, but they're stuck copying "best practices" that treat people like walking wallets – tactics that feel completely misaligned with your brand's values.

Your team is stretched thin, stumbling through campaigns without strategic understanding. You can't confidently show stakeholders how email contributes to revenue because you're tracking opens and clicks instead of revenue attribution.

Here's what's actually possible: systematic email marketing that respects your audience while generating six-figure results. 

After helping brands generate $203K from a previously neglected list in less than two months, and increase event sales by 39.65% with one simple email strategy, the pattern is clear – 

You don't have to choose between authentic relationships and revenue.

The missing piece? 

Someone with deep email expertise who can step into your business and take strategic ownership of this channel while understanding that mission-driven brands need different approaches.

Your email marketing doesn't have to feel pushy or compromise your values. 

When you have the right strategic foundation, your existing audience can transform into a consistent source of qualified prospects who are genuinely excited for sales conversations, or repeat customers eager to use your products.

If you are ready to turn your email marketing into a revenue-generating asset that actually aligns with your mission - send me a message. I'd love to connect.

Yuval Ackerman

The third Thursday of each month is my absolute favorite day.

Because that's when I host both of my roundtables: one for founders/CEOs/CMOs of good-doing B2Bs, and one for email marketers (strategists, consultants, and in-house folks).

It's been such a pleasure hosting those yesterday and hanging out with amazing women in both rooms, that I did something I rarely do -

I actually took a screenshot (with everyone's permission!) of how much fun we've had.

If you've been looking for a space to connect with your peers and share your insights about doing email marketing ethically, my free monthly roundtables are the place for you.

My subscribers get invites first (and directly to their inbox, so you can always see when the next one is happening, instead of relying on LinkedIn's sh*tty algorithms): https://lnkd.in/gdWFfPDB

Elise Allyn Katie Smith Liz Rubin Nancy Zare Ph.D. Emily Stifler Wolfe Kim Allchurch-Flick MIM MBA Catrina Mitchum-Phd Krystal Ivy Alison Ver Halen Sarah McLaurin Sharon Zimmerman (she/her)

Helping CMOs find the 6-figure revenue in their email lists | Ethical email strategist & consultant for B2B and eCommerce B Corps, 1% for the Planet & good-doing brands | International speaker | Pasta fan🍝

Earlier this month, I gave the opening keynote at the Madeira Startup Retreat.

Mid-talk, I asked the room a question: "Who here, in 2026 so far, has had a chat with a chatbot on a website?"

Almost every hand went up.

Then I asked: "And how many of you ended up asking to speak to a human?"

Most hands stayed up.

When a room full of people building technology can't get through a chatbot without wanting a human on the other end – that's not a technology problem. 

That's a trust problem. 

And it's most apparent in your subscribers' inboxes right now. And the most ironic thing is, most business leaders have no idea how to solve it. 

That's where I come in.

If you're organizing an event for CEOs, CMOs, marketing leaders, or senior teams at purpose-driven B2B companies, here are 5 talks I can bring to your stage:

• You have an email marketing problem. The problem isn't your emails.

• AI won't take over your email marketing. Your subscribers are already responding to it anyway – and not in the way you think.

• Your values, impact, and sustainability pages and your emails are contradicting each other – and it's costing you more than you know.

• The email playbook most B2B companies are following was built for eCommerce. Here's why it hasn't worked – and why in 2026, it's actively working against you.

• Your email list is one of your most valuable business assets. Most B2B companies have no idea how to treat it like one.

If any of these sound like the conversation your audience needs to have, send me a DM and let's talk.

The line I won’t cross:

Companies that grew their lists without subscribers’ permission.

Email lists built with no permission and no consent aren’t just unethical,  they’re terrible for business.

Spam complaints tank domain reputation.

Domain reputation impacts deliverability.

And when deliverability drops, even the people who want your emails won’t see them.

Let’s be very clear about something -

This isn’t me getting on my high horse and telling anyone how to run their business.

I’m also well aware of how privileged I am to be in a position to decline any projects for being misaligned with my values, when so many great businesses are barely scraping by and might have to take on such projects just to keep the lights on.

But when it comes to Ethical Emails, that’s a red line that I can’t imagine crossing. 

To me, that’s being a part of the solution in an industry that’s still SO full of problems.

I’m beyond lucky, because it's so much easier to keep those boundaries when I’m surrounded by and working with businesses that actually give a damn.

Those businesses are not just talking about their values, but documenting and sharing them too to keep themselves accountable.

In early 2025, I published a similar page on my website (it’s been long overdue!) - EE’s manifesto, values, and impact. 

Beyond this line, you’ll find what Ethical Emails stands for, the challenges it aims to solve, and the donation pledge that became a part of my business’s DNA. 

Check it out here: https://lnkd.in/gdDRG_B3

Hiking taught me three things:

1. Always hike with good shoes.
2. Different countries define “easy” hikes VERY differently
3. Stop comparing kiwis to bananas.

Here’s what I mean:

When clients tell me, “We’ve been sending emails for months but not seeing results,” one of the things I ask is how frequently they’re sending emails.

Usually, it’s once a month. In some other cases, once a quarter.

And yet they compare themselves to brands sending twice a week who have full strategies, segmentation, and years of data and insights behind them.

It’s like comparing your weekend stroll to a mountaineer’s summit time.

Different effort. Different terrain. Different outcomes.

Email success doesn’t happen because you sent something. It happens because you built something intentionally and strategically, over time.

So before you get discouraged, zoom out.

Look at what you’re really doing and how consistent you’ve been.

And if you realize it’s time to level up, get expert help. It’s the fastest shortcut that still keeps your values intact and actually finds the hidden ROI in your email list.

If you believe that expert is me, I’d love to help you out. Let’s have a chat: https://lnkd.in/gUTyunWE

Ready to have a new favorite day of the month?

The third Thursday of every month is when a bunch of good-doing marketers get on our soapbox and spend an hour together. 

If you’ve been looking for a place to get real about what you’re experiencing as a marketer (especially if you have an affinity for email!), do join us on March 19th. 

I mean, look how much fun we’ve had in the previous one! 

I’d love you to join this upcoming monthly “marketers’ soapbox hour” - you can save your seat here: https://lnkd.in/ev5s8BvK

Tooting my own horn doesn't come naturally to me, but...

Working with me means that, yes, we'll build your strategic email ecosystem. AND that your entire business will mature accordingly. The ROI from that goes way beyond just email marketing.

Oh, btw, if you're not on my email list, you're seriously missing out - just sayin' (ethicalemails.co/subscribe - you can fix that here!).

P.S. A big shout-out to my former client, Chayelle, who consented to have this reply shared, and for always being in my corner.

Most companies think more emails = more sales.

Wrong!

My client had a small list of 800 subscribers.

They wanted to sell tickets for their annual event, so naturally, they planned to continue emailing everyone until the day before the event

That’s where I stepped in.

We segmented the 17% of ticket purchasers, AKA those who already “converted”.

Then, instead of sending “don’t miss out!” emails, we sent 3 short, personal messages from the CEO.

Each email followed our new playbook:

• Recognized the people who had already bought tickets
• Invited them to forward the message to friends
• Offered a genuine, values-aligned incentive

No countdown timers. No fake urgency.

And the results… Check the carousel below

Want your list to do more with less? Let’s talk. https://lnkd.in/gUTyunWE

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The Battle

Patrick Jones

Yuval Ackerman

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taplio

The Battle

Patrick Jones

Yuval Ackerman

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Yuval Ackerman's LinkedIn Performance

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Performance ScoreYuval Ackerman's LinkedIn Performance