As an advisor, one of our most crucial but difficult challenges is figuring out how to get new clients to …read more
Source:: Nerd’s Eye View
As an advisor, one of our most crucial but difficult challenges is figuring out how to get new clients to …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.