David Pulcini of SixPoint Financial Partners presented this session at last year’s DMFS Midwest Summit. David highlighted a growth strategy for financial advisors, emphasizing the importance of the CFP exam and the need for new talent in an aging industry. He critiqued the recent ad campaign for misrepresenting the profession and shares humorous anecdotes about compliance challenges and the significance of content creation.

Join us at the 10th ANNUAL DIGITAL MARKETING FOR FINANCIAL SERVICES WEST SUMMIT on May 14th & 15th, in San Francisco. Discover the latest marketing innovations in financial services, connect with industry experts, and explore cutting-edge tools like machine learning that are reshaping the future of financial services!

Register early now. Click here to register: https://bit.ly/3Zl1mdG