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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.
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.
Episodes

Monday Jun 29, 2020
Premium Financing: From Skepticism to Success
Monday Jun 29, 2020
Monday Jun 29, 2020
Brad Ewing, a financial advisor from Baton Rouge, had many reservations about premium financing - and his concerns were well-deserved. But soon after discovering a conservative, secure approach to the controversial strategy, he landed one of the largest cases in his career.
Hear his discussion with Jason Borek, Chief Distribution of the Pinnacle Group, as he shares how he moved from skepticism to success.

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