What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
All content for The Next Level Advisor is the property of The Pinnacle Group and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
The term "genuine connection" is thrown around a lot in the financial services industry, but what does it mean to actually have one with your clients? Jennifer Lee, founder of Modern-Wealth, discusses the personal motivations that drive her approach to financial advising, exploring how building relationships from a perspective of empathy creates a solid foundation for planning opportunities.
The Next Level Advisor
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
