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 New Year from …For Advisors

Pinnacle Advisor Solutions will celebrate their 10th Anniversary in 2020, a milestone in any successful business. In that time, they’ve crafted a platform that allows solo advisors and small ensembles to adjust their business focus to spend more time with clients, spend more time on growth, more time to focus on the business itself, rather…