In this episode of Elementality, we’re joined by David Roberson, the visionary behind AZELLA, a marketing and brand agency dedicated to financial advisors. 

Explore the intersection of technology, accessibility, and branding in the financial industry. Gain insights on crafting a seamless client experience that bridges the wealth and communication gap. David shares his journey from IT to financial services, emphasizing the importance of a cohesive digital presence and targeted marketing in building trust and accessibility. Whether you’re an independent advisor or part of a larger firm, this episode offers valuable strategies for adapting to the changing landscape of financial advising.