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David C. Blake
Sep 1, 2023
9 min
My personal journey toward legacy planning
A dire diagnosis prompts advisor to plan for continuity and protect his family.
David C. Blake; Pamela J. Sams, CRPC; Nickolas Adam Cassis, BSc, CFP
May 14, 2021
60 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, 2020
7 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.