Welcome to “ . . . For Advisors”, the podcast for and about financial advisors. “…For Advisors” will be covering a wide range of practice management and advisory topics to help you, the smaller financial advisor, better manage and grow your practice.
Author: David Poulos
David Poulos is host of ...For Advisors and Pinnacle's Director of Marketing. Dave has over thirty years of marketing experience, with a Bachelor of Science degree in Marketing Communications from Northeastern University. Through his consulting firm, he served as a marketing and branding consultant to a host of clients, including American Airlines, Coca Cola, and MasterCard. He is also the author of the award-winning book, The Marketing Doctor’s Survival Notes, and has published over 30 articles on a variety of marketing topics in nationally-published news magazines and websites.