What makes The Juncture Code truly stand out is its unique two-dimensional approach. At its foundation are six structured steps that form a powerful framework for navigating critical decisions. The second dimension is where the magic happens: personalization. The Juncture Code equips you with actionable tools to better understand complex situations, challenge biases that blindside, remove limiting assumptions, and create innovative solutions.
David L. Zimmerman, MSc, CPC, a seasoned leader with over four decades in the wealth management industry, has journeyed from financial advisor to CEO of a broker-dealer and then head of wealth management. With a rich tapestry of roles, including wealth advisor and head of advanced training and development for a top Wall Street firm and national sales director of private client services for a top three bank, he now channels his extensive experience and academic prowess into consulting and coaching through AMAXXA LLC, inspiring and challenging leaders to address the challenge of change to achieve new heights.