2. Elite Advisor Platform
The foundation of Pinnacle’s Elite Advisor Platform (EAP) is built on an
exclusive culture of idea sharing among the most preeminent financial
advisors in the United States. More than a group, EAP is a shared
experience that unifies dedicated advisors to discuss best practices, grow
in knowledge, and collaborate regularly. The basis of EAP is advisors,
and its services are reserved for those adept in exceeding expectations
while working with others.
Elite Resources
Pinnacle’s teams of highly skilled and experienced professionals are
vigorously commited to helping our advisors enhance and grow their
business. These experts provide sophisticated client solutions in
delivering recommendations and solutions for their high net worth
individuals and business clients.
3. Elite Advanced Marketing
Through a consultative and customized approach, Pinnacle’s advanced
marketing department creates new market opportuites for the elite
advisor. When an advisor joins EAP, they gain access to business and estate
planning research, creative planning design, point of sale consultation, and
more. Our advanced marketing team wields the knowledge, resources, and
strategies that help the elite advisor establish new streams of revenue.
Marketing
With this program, the elite advisor is outfitted with the very best marketing
tools in the industry. By combining a personalized approach with creative
prowess, our team supports advisors in successfully positioning and
establishing their brand. Pinnacle’s marketing team equips the elite advisor
to achieve more. Customized brand development, social marketing, graphic
design, website design, video production, and promotion are resources
exclusive to EAP.
4. National Network
In addition to in-house expertise, Pinnacle has created strategic
partnerships with nationally recognized valuators, independent industry
experts and highly specialized law firms with extensive knowledge in
estate, trust, and business succession planning. These relationships, in
collaboration with experienced advisors, formulate the best intelligence
and solutions for clients in today’s market place.
5. Elite Selection
Potential candidates must be able to meet certain criteria to join EAP with Pinnacle. An
elite advisor is experienced in providing solutions for the advanced planning market, has
developed and established a well-seasoned business for their clients, and demonstrates
a strong commitment towards collaboration and sharing of best practices with their
colleagues. Participation in the Elite Advisor Platform is by invitation only. For more
information about eligibility, please contact Jason Borek, Pinnacle’s Chief Distribution
Officer at jason.borek@pinnacleifs.com.
