Financial services is a competitive industry, and navigating the path to success can be challenging. In this episode of TPA Today, Joey Belsanti sits down with Dave Clayman, Co-Founder and CEO of Twelve Points Wealth Management, to break down what it takes to excel in the field.
Dave shares his career journey — how he got started, the pivotal decisions that shaped his success, and what ultimately led him to launch Twelve Points. He also dives into how the industry has evolved, the most in-demand skills, and the biggest opportunities for young professionals today.
Whether you're just starting out or looking to advance your career, this episode is packed with practical advice, industry insights, and expert guidance to help you stand out and succeed.
