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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.
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Thursday Jan 21, 2021
Thursday Jan 21, 2021
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.
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