Scott B. Zuckerman, ChFC®, CFS®, CLU®, ChSNC® — Founder and Creator of Advisor Marketing SystemScott B. Zuckerman is a fintech founder and financial services veteran with more than two decades of experience in the wealth management and insurance industries. He created Advisor Marketing System as a product under DALS Technology, Inc. — the company he founded to solve the marketing and technology challenges facing independent financial advisors and RIAs.

Creator of Advisor Marketing System — AI-powered marketing automation built exclusively for financial advisors

Founder of DALS Technology, Inc., Financial Fitness Passport, RIAFMS, and Advisor Marketing System

Designations: ChFC®, CFS®, CLU®, ChSNC® — reflecting deep roots in financial planning and insurance

Built Advisor Marketing System to give advisors original, compliance-ready content without agency costs or recycled templates