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.

Happy Holidays!

I think we can all agree that 2020 was not the most placid year, in terms of the markets or our lives or the lives of our clients – if 2020 has taught us anything, it’s that you never know what to expect. For all that turmoil, clients experienced even more volatility, both in the…

Happy Thanksgiving!

Today’s show is gonna be short and sweet. No guest, just a few words about the upcoming holidays and what they can mean for you and your practice. The 2020 has been an unusual year, could probably win awards for understatement. If there’s anything that advisors can be thankful for this year, it’s their ongoing…