For most of the past several decades, getting started as a financial advisor meant “smiling and dialing”, reading cold-calling scripts …read more
Source:: Nerd’s Eye View
For most of the past several decades, getting started as a financial advisor meant “smiling and dialing”, reading cold-calling scripts …read more
Source:: Nerd’s Eye View
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.