EP 110: Financial Teamwork at Peak Wealth Management

EP 110: Financial Teamwork at Peak Wealth Management

| March 08, 2021

EP 110: Financial Teamwork at Peak Wealth Management

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about why working on financial plans as a team is beneficial for their clients - and the strengths of doing so while preparing for meetings, looking at client cash flow and investment projections. 

Listen to our podcast or watch our video below to learn more.