The Emergence Of The “Location-Independent” Virtual Financial Advisor

By Michael Kitces

For its entire history, financial planning has been about sitting down across from clients, face-to-face, and talking them through solutions …read more

Source:: Nerd’s Eye View

Category: From the Corner OfficeBy Peter McGratty CFA July 6, 2015

Author: Peter McGratty CFA

http://www.pinnacleadvisorsolutions.com/

Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.

The Emergence Of The “Location-Independent” Virtual Financial Advisor

Author: Peter McGratty CFA

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