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David C. BlakePamela J. Sams, CRPCNickolas Adam Cassis, BSc, CFP
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
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Author(s):

David C. Blake

David C. Blake

Pamela J. Sams, CRPC

Pamela J. Sams, CRPC

Nickolas Adam Cassis, BSc, CFP

Nickolas Adam Cassis, BSc, CFP