SEC Proposed Rule on Succession Plans for Advisors
Michael Kitces will moderate a discussion on the recently proposed SEC Rule that will require advisors to put a continuity plan in place.
Wednesday, July 27, 2016  2:30 pm ET       |       REGISTER TODAY

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Pinnacle Advisor Solutions
Business Solutions for Advisors by Advisors

There are only so many hours in a day. Too many advisors are spending too much of their time on tasks that keep them from clients, from growing their business or from enjoying the fruits of their labor.

Pinnacle Advisor Solutions, a division of leading national wealth management firm Pinnacle Advisory Group, is a leading business solutions provider for independent advisors across the country. Plug in to the same industry leading “best practices” espoused by our partner Michael Kitces.

Our strategic independent partnership allows you to leverage our resources and proven formula for success to achieve your professional and personal goals.

Our continuity and succession plan solutions give you the peace of mind knowing that your clients will be cared for in the event of death or disability.

John Peterson is one of Pinnacle’s first strategic partners. Hear from John how Pinnacle helped him re-energize his practice.