professional services

Public Speaking Appearances

A veteran of more than 1,000 public speaking engagements, David is a polished public speaker who injects excitement and valuable insights into any conference, sales meeting or training program.

Some of David’s recent speaking engagements include:

  • Keynote address, 2008 Retirement Income Symposium, Chicago, IL
  • Keynote address, 2008 Art of Indexing Summit, Washington DC
  • Keynote address, 2008 Life Sales Expo & Forum, Orlando, FL
  • Keynote address, 2008 Structured Products Americas Conference, Miami, FL
  • Keynote address, 2008 Retirement Income Industry Conference, Las Vegas, NV

Upcoming Appearances:

  • Conference Chair, First Annual Retirement Income Communications Symposium
  • Moderator, CEO Panel Discussion, 2009 Managing Retirement Income Conference

Strategic Consulting

strategic consulting Hailed a "marketing guru" by Research Magazine, David has a proven track record of helping financial services companies increase market share through the implementation of innovative marketing and sales strategies. His thought leadership and strategic insights help broker-dealers, insurers and investment companies address a variety of business opportunities in areas that include:

  • Rollover IRA capture
  • Retirement income distribution
  • New media and web-based communications
  • Improving the effectiveness of new product introductions
  • Virtual wholesaling applications designed to strengthen the effectiveness of human wholesalers
  • Recruitment and development of new distribution channels

Media Source

Article

David is a sought-after source for print and electronic media, reporters and editors. He is often featured or quoted in major industry publications including Research Magazine, InvestmentNews, Financial Planning, Investment Advisor, National Underwriter and Retirement Income Reporter.

Additionally, David is the author of the David Macchia Interviews series. These one-of-a-kind interviews with noted academics and CEOs of major financial services companies are published monthly in Research Magazine.

Click here to read David's most recent articles.


About David

Hailed as a "marketing guru" by Research Magazine, David Macchia is a successful strategic marketing consultant and an expert in the use of web-based technology and new media aimed at improving investor education, financial advisor productivity and compliance.

A thought-leader on the subject of retirement income, David is co-founder, Board member, Secretary and Chair of the Member Services Committee of the non-profit Retirement Income Industry Association.

David regularly explores retirement-related issues in his online magazine, DavidMacchiaBlog.com. David also is the author of the monthly Research Magazine column, David Macchia Interviews.

David's marketing vision has been reflected in many published articles and papers including those published in Financial Planning, Structured Products Magazine, InvestmentNews, Investment Advisor Magazine, National Underwriter, Advisor Today, Life Insurance Selling, PlanAdviser, Broker World, Life & Health Advisor, and Wealth & Retirement Planner.

David is a member of the Board of Directors of the March of Dimes, Massachusetts chapter.

David is also an MBA candidate at the Boston University School of Management.

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Contact Information


David can be reached at:
Wealth2K®,
35 Corporate Drive
Suite 400,
Burlington, MA 01803.

Telephone: 800-200-9404.

E-mail: dmacchia@wealth2k.com