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David C. Blake
Pamela J. Sams, CRPC
Nickolas Adam Cassis, BSc, CFP
May 14, 2021
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.
Prospecting
Author(s):
David C. Blake
Pamela J. Sams, CRPC
Nickolas Adam Cassis, BSc, CFP