Pinnacle Advisor Solutions will celebrate their 10th Anniversary in 2020, a milestone in any successful business. In that time, they’ve crafted a platform that allows solo advisors and small ensembles to adjust their business focus to spend more time with clients, spend more time on growth, more time to focus on the business itself, rather than the mechanical, transactional aspects of their firms.
All in all, they’ve built a platform that supports 16 strategic partner firms, covers an additional 35 firms with succession and continuity agreements in 23 states, totaling nearly 4,000 client families. Quite an achievement for any services business.
For those advisors seeking growth, there are many avenues to explore, not to mention the education to be had by listening to this podcast, before realizing the goal of a growing, thriving firm that sustains your family’s future. Each advisor must choose their own path to success, and Pinnacle Advisory Solutions would be pleased to be part of your journey.
Here’s wishing you a safe, happy and prosperous 2020!
Thanks for listening.