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My personal journey toward legacy planning

David C. Blake

Sep 1, 20239 min

My personal journey toward legacy planning

A dire diagnosis prompts advisor to plan for continuity and protect his family.
Innovative prospecting using technology and giving events

David C. Blake; Pamela J. Sams, CRPC; Nickolas Adam Cassis, BSc, CFP

May 14, 202160 min

Innovative prospecting using technology and giving events

David Blake and Pamela Sams share the out-of-the-box prospecting techniques, including social media marketing and philanthropic involvement, that they use to build their client bases.

David C. Blake

Sep 19, 20207 min

Missing opportunities? Widen your network and build influence

Top of the Table qualifier David Blake discusses how he has increased his business and well-being through helping in communities and meeting centers of influence.