Wealth Management Industry Awards: On the Red Carpet with Peter Nolan [Video]

Integrated Marketing

Post author By Curator
Post date October 7, 2024

Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Oct 07, 2024

At the 10th Annual Wealth Management Industry Awards, Peter Nolan, EVP, Strategic Sales & Partnerships, Pontera discusses how his firm allows advisors to provide their clients with integrated advice on all of their assets including 401(k) plans to help grow organic AUM.