Changes coming to Access Online. Click here to review helpful guides.

Strength in Having a Unique, Diversified Equity Model

Ben Quilty

This week, AdvisorHub’s CEO, Tony Sirianni talks with Ben Quilty, CEO of Pinnacle Investments. The two discuss how to determine a firm’s equity structure, having a management team made up of advisors, how women add great value to a firm’s management team, and having an aligned value system when finding a successor for your business.

Watch the Episode as a Video

Read the Transcript