How The Pinnacle Group is disrupting the financial services industry

The Next Level Advisor
27/02/2024 25 min Episodio 21
How The Pinnacle Group is disrupting the financial services industry

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Episode Synopsis

How does an organization disrupt an industry? Today on The Next Level Advisor Podcast, we're joined by Jason Borek, Chief Growth Officer of The Pinnacle Group. Hear him share how Pinnacle's unique approach to the industry has reshaped the way many advisors do business.

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