The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Dave Whiteside is Director of Client Growth & Success at CLIENTSFirst. Dave’s focus is helping the company grow and expand its CRM, Data Quality, eMarketing and Client Intelligence service offerings, and building alliances that help deliver additional value to Clients.
With more than 30 years of sales and marketing experience, Dave offers Clients extensive knowledge of marketing technology and business development in legal, accounting and professional services business environments. Known primarily for his deep knowledge of business development processes and technologies such as CRM and competitive intelligence, Dave is well-respected for the high level of service he provides his clients who call on him regularly for advice.
Prior to joining CLIENTSFirst, Dave held numerous sales and sales management roles at Thomson Reuters, in the legal and accounting marketing technology software and services areas. Previously, Dave was Vice President of a project management software and services organization, managing the sales and professional services teams while developing project management expertise.
Dave is a well-known speaker in the legal marketing industry and actively participates in the Legal Marketing Association (LMA). He enjoys sharing his expertise with legal industry audiences across the U.S.
A graduate of Lake Superior State University with a degree in Marketing, Dave also holds a MBA from St. Mary’s College in California.
When Dave is not traveling for Client service or industry meetings, he works from his home base of Jacksonville, FL.