The Next Level Advisor

It's official: we're all living in the "new normal" - so what's next? Barry Fadely, founder of Madison Financial Strategies, discusses how his practice has made the move to a virtual setting, and gives valuable insight on how identifying a niche clientele - in his case, first responders - can create new business opportunities.

In a virtual marketplace, there's no such thing as the "accidental customer;" every connection you make with clients is very intentional, and that means your brand needs to be as well. Terri Trespicio, a Manhattan branding specialist, shares tips for making sure your messaging is relevant, timely, and sensitive in a radically changed environment.

In today's environment, what strategies are going to make a lasting difference in your clients' lives?
Chris Puffer, a well-established advisor from Louisville, shares his unique approach to tax diversification and how it's created unparalleled opportunities in his practice. He also shares how his team has taken advantage of the virtual environment to grow their business and connect with clients.

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.

For over thirty years, Paul Pillion, President of BPP & Associates and Pinnacle Branch Manager, has worked alongside business owners in the executive benefits space. He knows the questions to ask and the strategies to implement, but most importantly, he knows that creating good relationships is the key to effective planning. Listen to his conversation with Jason Borek, Chief Distribution Officer of The Pinnacle Group, as they discuss how you can leverage your relationships when talking to your business-owner clients.

As an advisor, you work in an industry that is filled to the brim with opportunities to expand your offerings through collaboration. But when it comes to networking, where do you start? Hear our discussion with Lawrence Adamo, a successful advisor from California, as he shares how he's grown his business through the diverse strategic partnerships he's formed. He'll be joined in the conversation by Jason Borek of The Pinnacle Group, who will share how you can implement a similar strategy to begin networking.

If you have business owner clients who took out SBA loans, there are critical next steps they may need to make. Jason Borek, Chief Distribution Officer of the Pinnacle Group, speaks with Doug Mueller, President of Mueller Prost, as he shares how his team can provide much-needed guidance in these times.