“ . . . The PRISM continuity planning solution is really very simple, it’s designed to address the three primary concerns that advisors have. The first of which is, overwhelmingly, “Will this take care of my clients in the event something were to happen to me? Will they be in good hands should something happen to me?”
The second issue that they worry about is, “There is value to my practice, I spent a lifetime working to build that value. And I’d like my family to have realized that value should something happened to me.”
And then the third item is “does this satisfy the needs of the regulators”? And, it does!“
– Peter McGratty CFA®, Vice President Strategic Partnerships, Pinnacle Advisor Solutions
Peter McGratty CFA® is Vice President Strategic Partnerships at Pinnacle Advisor Solutions. Peter is responsible for all aspects of Pinnacle Advisor Solutions, including sales and marketing and business development. Peter joined Pinnacle with more than 20 years of experience in finance, having started his career at Montgomery Securities as a research analyst where he was named a Wall Street Journal All-Star Bank analyst. After returning to the east coast, Peter was a money manager at Principled Capital, and Calcine Management. In 2009, he founded Precursor Research, the first independent research and advisory firm serving independent financial advisors nationwide.
If you want to be able to take good care of your clients, take care of your legacy, and your family, in the event of something unexpected, this interview will show you how this unique program can help you do just that.