Virtually every practice management study for financial advisors indicates that most advisors generate most of their growth through referrals, and …read more
Source:: Nerd’s Eye View
Virtually every practice management study for financial advisors indicates that most advisors generate most of their growth through referrals, and …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.