Setting proper client minimums is an important practice management issue that every advisor needs to consider. For many advisors, the …read more
Source:: Nerd’s Eye View
Setting proper client minimums is an important practice management issue that every advisor needs to consider. For many advisors, the …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.