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.
On this week's episode of The Next Level Advisor, we hear firsthand how a simple annuity appraisal from the Pinnacle team can uncover some incredible opportunities. Our host, Morgan Christiansen, is joined by Dave Fastenberg, Pinnacle's business consultant, as he shares his personal experience with the appraisal process and the impact it made on his retirement income.
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.
