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May 10 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.

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

Topics Covered

Prospecting