196 - Unlocking Success in Financial Firms with Wally David

The Kofkin Bond's Podcast

We are thrilled to introduce Wally David, the Practice Development Manager at Count Financial.

Wally's career has been nothing short of impressive. With his extensive knowledge and passion for the financial industry, he has consistently delivered outstanding results. In his role at Count Financial, Wally wears many hats. He's the driving force behind helping Count Firms establish and achieve their strategic goals, aligning them with their respective business plans.

But that's just the tip of the iceberg. Wally also manages end-to-end firm relationships, providing unwavering support in the delivery of key initiatives including Counts Young Adviser Program, and being at the forefront of ushering in innovative technology solutions that don't just enhance revenue growth opportunities but also create remarkable back-office efficiencies.

So, if you're looking to gain insights into strategic financial planning, effective relationship management, adviser network expansion, or the latest in cutting-edge technology solutions for financial firms, you're in for a treat.