Full Name
Dave Zoller
Job Title
Owner
Company
Streamline Financial
Speaker Bio
Dave Zoller, CFP® is the co-owner of Streamline Financial, an advisory firm near Chicago that has grown significantly through the power of video marketing. Since 2020, Dave has been using video to attract over 50 new prospect calls per month, with each advisor bringing on $30 to $40 million in AUM per year directly from video-driven leads. Today, Dave shares his insights on video marketing, growth strategies, and practice management to help other financial advisors expand their businesses and better serve clients.
Speaking At
